Sales Book Report | View Sales Entries and Balances

Learn how to use the Sales Book report in O2VEND to review sales transactions, monthly summaries, detailed entries, and balances.

Back Office -> Accounting Books -> Sales Book

Sales Book detailed view

From the Accounting Books section, open Sales Book to view sales summaries and detailed sales entries.

What You Can Do in Sales Book

The Sales Book page helps you:

  • review sales-related transactions
  • check monthly debit and credit summaries
  • view detailed entries for a selected period
  • monitor opening balance, totals, and closing balance
  • export the report
  • print the report

Sales Book Summary View

The Sales Book summary screen shows month-wise sales activity for the selected date range.

Sales Book summary view

Common sections on the page include:

  • From Date and To Date filters
  • Export All option
  • Print option
  • month-wise rows with debit, credit, and closing balance values

This view helps you understand sales movement month by month.

Detailed Sales Book View

The detailed Sales Book screen shows transaction-wise entries for the selected period.

The detailed table can include:

  • Date Time
  • Name
  • Party
  • Details
  • Debit
  • Credit

The page also shows:

  • Opening Balance
  • Totals
  • Closing Balance

This makes it easier to review how sales transactions were posted during the selected period.

Grouped Sales Account View

The Sales Book can also display grouped sales values by account for the selected period.

Grouped Sales Book view

This view is useful when you want to review summarized sales account values instead of full transaction-level records.

How to View the Sales Book Report

  1. Open Back Office
  2. Go to Accounting Books
  3. Click Sales Book
  4. Select the From Date and To Date
  5. Choose the required Branch or consolidated view if available
  6. Review the summary or detailed entries shown in the table

Export and Print Options

The Sales Book page provides quick output options:

  • Export All to download the sales book data
  • Print to print the current report

These options are useful for audits, financial reviews, and record sharing.

Why Sales Book Is Important

Using the Sales Book helps you:

  • review sales entries clearly
  • track debit and credit movement related to sales
  • monitor opening and closing balances
  • support audit and reconciliation work
  • understand monthly and transaction-wise sales activity