Daily Sales Closing + Automated Report Sending

If you are running a business, you really need a neat and detailed report of the sales at the end of the day.

This OpenERP module may help you to get the Detailed Report as email after closing the sales .

Steps for Closing

The Retail Manager opens the Sales Closing menu .
Enter the Cash denomination
Verifies the Credit Card and Cash Details of the day

Note : This gives the opening amount, system closing amount , the user can fill the actual amounts in hand then the system calculate the excess or short money . And then Fill the amount to be transfered to the bank . The rest of the money will be transfereed as the carry forward for the next days sale .
Check the Cash Purchase Details and Other Expenses

Note : The system shows the cash purchase and the expenses given from the cash boxes in detail
Check the Category wise Sales Details – If you have different category of products, then the sales of the each will be listed as below
Check for the Summary of all the transactions and the average Sale Value

Note : Here the total Cash Purchase Petty Cash [Expense] , Total Sale, No of Customers, Sale Average will be listed
The Manager Agrees all the details are verified by clicking the Check button
User can take the print out and attach with the office files for auditing purposes and all.
This module can be integrate with the daily Stock closing [ie : Without the daily stock closing the user could not do sales closing ] . So if the user tries to agree the details are verified without stock closing, a warning will appear like below
Then the user can click on the Done Button . Hence the window will close

All the images shown above are coming in the same window .
After this, the system itself do all the accounting related task for the day in background and Send the Detailed Sale Report to the Management Automatically

Note : This is the a sample mail content . It includes almost all the Details of a days activities in a simple manner .