The Riwaa platform provides a sales report for each employee, helping you clarify the total sales of each employee with an account on the Riwaa platform. The report includes the username, job title, branch, sales, and other data.
Definitions
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Cashier: The user who issued the invoice. Their name appears fixed on the invoices.
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Seller or Sales Representative: A name that appears when the seller option is activated, defined from the cashier screen before issuing the invoice. Like a representative or sales representative.
⚠️ Note: If cashier Mohamed issues an invoice and the seller Khaled is assigned, the sales are counted for Khaled (the seller).
Accessing the Report
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Go to Reports > Sales > Sales by Employee.
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Click on the report to view the details.
Searching for a Specific Employee
- Type the username in the search field.
Filtering Search Results
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Click on "Filter."
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You can filter the results by:
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Date (From–To).
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Username.
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Location.
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Click "Apply."
Setting the Time
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Click on the time field.
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Select the time frame you want:
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24 hours (default setting).
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Choose a custom period (temporary or fixed).
To choose a temporary period:
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Click on "Edit Temporary Period."
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Set the start and end time.
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Click "Apply."
To add a fixed period:
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Click on "Set Fixed Period."
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Add the period name.
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Set the period hours.
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Click "Apply."
Sorting Data
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Click on the "Sort by" field.
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Choose the appropriate order to display the data in the report.
Report Sections
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Summary: Displays the total sales from all users.
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Details: Displays sales details by each user.
Report Data
User / Job
Name of the cashier or seller.
Location
The branch from which the sale was made.
Sales
Total completed sales for the user excluding tax, minus returns and discounts.
Cost of Goods Sold
Total cost of products sold in sales minus the total cost of returned products.
Profit Value
User's sales excluding tax minus the cost of goods sold.
Sales Including Tax
Total completed sales for the user minus returns and discounts.
Quantity Sold
Quantity of products sold without deducting the quantity of returns.
Quantity Returned
Quantity of products returned.
Exporting the Report
- Click "Export":
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To export the report details: choose (xlsx).
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To export the report summary: choose (summary xlsx).
- An (Excel) file is downloaded to your device.
Frequently Asked Questions
1- Can I display the total sales of the employee for each day separately?
The report displays the total sales of the employee for the specified period only and does not display the total for each day separately. We are happy to receive your suggestion via the suggestion platform.
2- Why don't the employee sales appear in the chart on the home page?
The chart displays only the seller's sales and does not display the cashier's sales.
To display the data, activate the seller option and use it when issuing the invoice. For more details, click here.
3- How can I know the employee's invoices?
Go to Sales and Customers > Sales Invoices > Export Sales Invoices > and filter the results by user.
4- How can I know the employee's sales for specific items only?
Go to Sales and Customers > Sales Invoices > Export Sales Invoices > and filter the results by user then product name.
5- Why don't all the data appear in the report?
Use the scroll bar below the table to see all the data, or click export to view all the data in an Excel file.