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Direct Sales Report

Report Module Guide: Direct Sales Report (DS Report)

Module Location

Direct Selling > Reports > DS Sales Report

Module Objective

The Direct Sales Report (DS Report) module is used to generate a transactional report that details all sales occurring through the direct selling channel. This report serves as a dedicated "sales register book" specifically for direct sales activities.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

  • Branch:

    • Use this dropdown to filter the report by a specific branch or display All branches.

  • DateOfDS:

    • Specify the From and To date range for the direct selling transactions to be displayed (e.g., January 1, 2023, to August 31, 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Branch parameter and the DateOfDS range.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

  • Display Report: To preview the DS sales report directly on your screen. image.png

  • Export To MS Excel: To download the report data in an Excel file format. 

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3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every direct sales transaction.

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Report Explanation: This report will display a list of all direct sales transactions in detail.

Key Columns:

  • Invoice Number: The invoice or receipt reference number.

  • Item: Details of the product sold.

  • Cash/Credit: Shows the payment type.

  • Qty, Netto (Net): The quantity and net value of the sale.

  • PaymentTerm: The applicable payment term.

Tips & Important Notes

  • Use this report to summarize all sales activities from the direct selling team in a single period.

  • This report is a recapitulation of the data created in the Direct Selling Receipt module.

  • This is an important operational report for Direct Sales Managers to monitor team performance and sales volume.

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