Skip to main content
Sales is the record of what your till has done. It is where you look up a receipt, check the day’s takings, and see which products are actually moving.

​
The screen

The header reads Sales Dashboard — “Track and analyze your pharmacy sales performance” — with a period select (Today, Last 7 Days, This Month, All Time) and two buttons: Debtors and New Sale. Everything below the period select obeys it. Change the period and every tile, chart and table on the page re-reads. Four tabs: Overview, Recent Sales, Products and Analytics.

​
Overview

Four tiles across the top — Total Revenue, Total Sales, Avg Sale Value and Items Sold — then the Net position card, then the charts.

​
The Net position card

Four figures that make one number honest: Revenue on its own is not profit, and a pharmacy that reads only the top tile will believe a good week happened when it did not. Expenses are the line you control — the card is only as truthful as what you record on the Expenses page.

​
The charts

Sales Trend plots takings over the period. Payment Methods breaks the same money down by tender. Recent Sales is a quick list of the latest transactions.

​
Recent Sales

The Sales History table — Sale #, Date & Time, Customer, Items, Payment, Amount and Status — with Search or scan receipt… and a status filter (All Status, Completed, Pending, Cancelled, Refunded). The search box takes a scan as well as typing: point a scanner at the barcode on a customer’s receipt and the sale comes straight up. See Set up a barcode scanner.
A sale captured while the till was offline carries an Offline badge. It is a real, completed sale that reached the server later — the badge tells you the receipt the customer holds shows a provisional number rather than the one in this table. See Selling when the internet is down.
Refunds, voids and amendments to a past sale are worked from here and are covered in Returns, voids and amendments.

​
Products

The Product sales card, filterable by product type, showing Products, Units sold, Line revenue and Margin. Line revenue is the value of the lines themselves — it excludes sale-level tax, surcharges and whole-sale discounts, so it will not add up to Total Revenue and is not meant to. Margin appears only where a cost was recorded when the stock was received. No lot cost, no margin — the column will not guess.

​
What some people cannot see, and why

Two figures on this page are permission-gated, and they behave differently on purpose:

Cost and margin

Without View cost prices and margin, the cost and margin columns read Hidden — needs authorisation. The rest of the Products tab still works.

Net position

Without View the net position, the whole card is gone — not zeroed, not blanked. A card showing 0 would be read as “we made nothing”, which is a lie. Absent says “not yours to see”.
Both are set per person by an owner or manager — see Staff permissions. A cashier reaches POS and Sales and nothing else, which is deliberate.

​
There is no Export button on this page

People hunt for one. Exports live in two other places:
  • Reports and the executive dashboard — the Reports card on Executive exports top products, sales, customers and payment methods.
  • Analytics — every report in the workbench offers Export with a CSV or Excel copy of the view you are looking at.

​
Debtors

Debtors opens the list of customers with an unsettled balance from a part-paid sale. Clearing one against a prepaid balance is done from the customer’s own profile — see Money on account.

Ring up a sale

The till itself, from search to completed sale.

Track expenses

What feeds the Expenses line on the net position card.

Returns and voids

Refunding, voiding and amending a past sale.

Reports and exports

The report workbench and the owner’s dashboard.