Sales, reports, and analytics

Available in: 🌐 Web · 🖥️ Desktop

The Dashboard gives a quick view of the business. To create a workbook with exact figures, open the store and go to Reports → Sales.

Export a period

1. Enter the store you want to analyse and open its sales report.
2. Select the From and To dates. The end date is included.
3. If needed, filter by suppliers, categories, or SKUs.
4. Choose the sort order and whether to include SKUs with no sales.
5. Review the summary and choose Export XLSX.

Filters are reflected in the URL and change the workbook contents, not saved data. A sale keeps the name, unit, price, and tax applied when it was paid, even if its SKU changes later.

Reconcile a sale

Open the downloaded XLSX and compare its totals with the period’s operations. Remember that Salut ERP rounds each line before adding them. If a new Desktop sale is not present yet, check its connection and export again after synchronisation.

Z report

If you use the Z report from Desktop, its breakdown follows the option chosen in Settings → Receipts. Print it when closing operations according to your store’s process.

A useful check

After setting up a new product or device, make a test sale, export today’s period, and confirm the product and amount appear in the workbook.

If figures do not match, see Troubleshooting.