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Understanding the Sales Interface

Learn how to view, filter, and manage your sales history effectively.

Accessing Sales​

Tap "Sales" at the bottom navigation to access your sales history.

Sales Page Overview​

The Sales page is your central hub for viewing all transactions and monitoring sales performance.

Key Components:​

  1. Branch Selector (top-left dropdown)
  2. Sales Analytics Widget
  3. Sales List
  4. Search and Filters

Branch Selector​

Located at the top-left of the Sales page.

Options:​

  • All Branches - See sales from all locations combined
  • Specific Branch - Filter to view one location only

How to Use:​

  1. Tap the branch dropdown
  2. Select "All Branches" or choose a specific branch
  3. Sales list updates to show only selected branch(s)

:::tip Multi-Branch Tip If you operate multiple locations, use branch filtering to track performance by location. :::

Sales Analytics Widget​

Shows key metrics for the selected time period.

Metrics Displayed:​

  • Total Revenue - All sales income for the period
  • Items Sold - Total quantity of items sold
  • Date Range - Currently selected time period

Changing Date Range:​

Tap the date range selector to choose:

  • Today - Current day only
  • Last 7 Days - Past week
  • Last 30 Days - Past month
  • Last 365 Days - Past year
  • All Time - Since you started using Lemat Stock
  • Custom - Pick specific start and end dates

:::info Analytics Deep Dive For more detailed analytics, see Phase 3: Understanding Your Business. :::

Sales List​

Shows all sales transactions with key information.

Each Sale Card Displays:​

  • Customer Name (or "Walk-in" for anonymous customers)
  • Sale Amount - Total transaction value
  • Payment Type - Cash or Credit indicator
  • Date and Time - When the sale occurred
  • Payment Status - Paid or Partial (for loans)
  • Branch Name - Where the sale was made

Sale Type Indicators:​

IndicatorMeaning
💰 CASHFull payment received immediately
🏦 CREDITLoan sale with balance due
✅ PaidLoan that has been fully paid off
⏰ PartialLoan with remaining balance

Color Coding:​

  • Green - Paid in full
  • Yellow - Partial payment on loan
  • Red - Overdue loan payments

Filtering Sales​

Find specific sales quickly using filters and search.

Located at the top of the sales list:

  • Search by customer name
  • Search by sale amount
  • Search by receipt number

Payment Type Filter​

Filter sales by payment method:

  • All - Show all sales (default)
  • Cash - Only full payment sales
  • Credit - Only loan sales

Date Range Filter​

Use the date range selector in the analytics widget to filter by time period.

Advanced Filters​

Access more filtering options:

  • Price Range - Filter by transaction amount
  • Profit Margin - Filter by profitability
  • Customer Type - Filter by customer category
  • Employee - Filter by who made the sale

Viewing Sale Details​

To see complete information about any sale:

  1. Tap on any sale card in the list
  2. Purchase Detail page opens showing:
    • Complete customer information
    • All items in the sale with quantities and prices
    • Payment information and method
    • Total amount and any remaining balance (for loans)
    • Payment history (for credit sales)
    • Sale status and date

Purchase Detail Actions:​

From the detail page, you can:

  • View History - See all changes to this sale
  • Revert Sale - Cancel the transaction and restore stock
  • Restore Sale - Un-cancel a reverted sale
  • Share Receipt - Send receipt to customer
  • Add Payment - Record loan payments (for credit sales)

Learn more about these actions in Managing Sales Records.

Understanding Sale Status​

Active Sales:​

  • Cash (Paid) - Completed cash transaction
  • Credit (Partial) - Loan with balance due
  • Credit (Paid) - Loan fully paid off

Inactive Sales:​

  • Reverted - Cancelled transaction with stock restored
  • Shows with special indicator in the list

Sales Performance Metrics​

Daily Sales Summary:​

At the top of the Sales page, see today's performance:

  • Today's revenue
  • Items sold today
  • Number of transactions
  • Average transaction value

Quick Insights:​

  • Best Selling Time - When most sales occur
  • Top Customer - Who buys the most
  • Average Sale Value - Typical transaction amount

Sales List Organization​

Sales are organized by:

  1. Most Recent First - Newest sales at the top
  2. Date Sections - Grouped by day (Today, Yesterday, This Week, etc.)
  3. Branch Groups - When viewing all branches, organized by location

Using Sales Data​

Monitor Daily Performance:​

  1. Check sales each morning using "Today" filter
  2. Compare to yesterday's numbers
  3. Identify trends and patterns

Track Credit Sales:​

  1. Filter by "Credit" payment type
  2. Look for overdue indicators (red)
  3. Follow up on partial payments

Customer Analysis:​

  1. Tap on any customer's name
  2. View their purchase history
  3. Understand buying patterns

Branch Comparison:​

  1. Switch between branches using selector
  2. Compare sales volumes
  3. Identify top-performing locations

Pro Tips for Sales Interface​

  1. Daily Check - Review sales every morning to track performance
  2. Credit Follow-up - Check credit sales daily for overdue payments
  3. Use Filters - Master filters to find sales quickly
  4. Customer Search - Use search to find specific transactions
  5. Date Ranges - Compare different time periods to spot trends
  6. Branch Analysis - Regularly review each branch's performance

Common Tasks​

TaskHow To
View today's salesSales tab → Date: Today
Find a customer's purchaseSearch bar → Enter customer name
Check overdue loansFilter: Credit → Look for red indicators
See branch performanceBranch selector → Choose specific branch
View sale detailsTap on any sale card
Compare weekly salesDate range → Last 7 Days → View analytics

Next Steps​

Now that you understand the sales interface, learn about:

Next: Processing Credit Sales →