Reports Overview
Reports in O2VEND give you complete visibility across operations, finance, inventory, and customer transactions. This section is designed to help business owners, operations teams, accountants, and managers make faster and more accurate decisions using report-driven workflows.
Instead of checking each module manually, you can use reports to monitor trends, exceptions, and daily performance in one place.
Why Reports Are Critical in Retail ERP
- Track business performance in real time
- Detect operational bottlenecks early
- Improve collections and cash flow planning
- Reduce stock-outs and overstock risk
- Support tax filing and compliance
- Improve management decision speed
Report Categories in O2VEND
Order Reports
Use order reports to track sales order lifecycle, shipment status, pending items, and backorders.
- Order Reports TOC
- Sales Order Summary
- Sales Order Progress Report
- Sales Shipping Status Report
- Shipment Report
- Web Orders Progress Report
- Unpaid Orders
- Backorder Report
Sales and Purchase Reports
Use these reports to analyze revenue, purchase trends, settlement, and employee or agent performance.
- Sales and Purchase Reports TOC
- Sales Summary
- Sales Report
- Purchase Summary
- Purchase Report
- Daily Settlement Report
- Contribution Margin Report
- Employee Sales Report
- Agent Sales Report
Supplier Reports
Supplier reports help evaluate vendor quality, purchase patterns, and supplier-level profitability.
Inventory Reports
Inventory reports provide movement, valuation, location-wise stock, and aging insights.
- Inventory Reports TOC
- Stock Summary
- Stock Valuation Summary
- Stock Ledger Report
- Stock and Location Summary
- Location Summary
- Goods Movement Report
- Stock Ageing Report
Product Reports
Product reports show category, demand, pricing, reorder, and product performance trends.
- Product Reports TOC
- Product Sale Summary
- Product Category Summary
- Stock Projection Report
- Reordering Stock Summary
- Product Stock Analysis Report
- Product Seasonal Demand
- Low Stocks
POS and Cash Register Reports
Track counter-level sales closure and cash register performance.
Account Book Reports
These reports support finance review, period closing, and statutory reconciliation.
- Account Reports TOC
- Trial Balance
- Balance Sheet
- Profit and Loss Report
- Ledger Report
- Day Book
- Cash Book
- Daily Sales and Payment Report
Tax and Miscellaneous Reports
Tax and audit-focused reports help with compliance tracking and statutory summaries.
- Tax and Misc Reports TOC
- GSTR1 Report
- Daily Tax Report
- Output Tax Report Summary
- Output Detailed Tax Report
- Configuration Change History
- External API Logs
- Visit Log
Recommended Reporting Cadence
Daily
- Sales Summary
- Cash Register Summary
- Stock Summary
- Unpaid Orders
Weekly
- Contribution Margin
- Stock Ageing
- Supplier Purchase Report
- Sales Order Progress
Monthly
- Profit and Loss
- Balance Sheet
- Trial Balance
- Tax summaries and GST reports
Best Practices for Better Report Accuracy
- Ensure master data is clean (products, customers, suppliers)
- Complete invoice and receipt entries on the same day
- Reconcile stock movement with inventory vouchers regularly
- Review exceptions (unpaid, pending, backorder) every day
- Freeze month-end entries after reconciliation
Related Modules
FAQs
Which report is best for daily management review?
Sales Summary, Cash Register Summary, Stock Summary, and Unpaid Orders are the most useful daily reports.
How can I monitor delayed order fulfillment?
Use Sales Order Progress, Shipping Status, and Pending Item reports under Order Reports.
Which reports are essential for month-end closing?
Trial Balance, Profit and Loss, Balance Sheet, Sales Book, and Purchase Book are key month-end reports.