Review operational registers
Explore available sales, purchase, stock and manufacturing registers. Filter and export the relevant records for review.
BUSINESS REPORTS & TEAM ACCESS
View reports and manage access.
Review sales, purchases and stock. Filter and export the records you need, and configure the roles and warehouse assignments for your team.
Reports & role setup included from Basic
Business reports Sales
Selected period · 01–06 Nov 2026Invoice summarySales invoice records
Excel exportInvoices 3Invoice value ₹1,29,800
01 Nov 2026 — 06 Nov 2026
Review selected recordsReferences, parties & values
Download the detailsContinue your review in Excel
Illustrative workspace · Sample data
RECORDS FOR YOUR DAILY REVIEW
Review transaction registers and user permissions.
Choose a report, narrow the records and export the details for review. Configure team roles and warehouse assignments alongside the modules your business uses.
Set up team roles
Configure roles and permissions around the workflows each team uses. Agree access responsibilities during implementation.
Review document history
Check the creation, posting and reversal details available on operational documents when following up on a transaction.
SALES, PURCHASES, STOCK & PRODUCTION
Find the report
for the work you are reviewing.
Use the available registers to review transactions, quantities and document activity. Manufacturing reports follow the production modules included in your plan.
SALES
Orders & invoices
Review sales documents, customers, item quantities and transaction values.
Explore invoicingPURCHASING
Orders & goods receipts
Check supplier orders, received quantities and purchasing activity.
Explore purchasesINVENTORY
Stock & movements
Review item and location balances, transfers and stock adjustments.
Explore inventoryMANUFACTURING
Production records
Review production entries and the reports available for your manufacturing modules.
Explore productionREPORT FILTERS
Review the records
for the period you need.
Choose the report and use its available filters to narrow the records. Check document references and values before exporting the results for further review.
SALES REPORT
ExcelInvoice summary 01–06 Nov 2026
From date01 Nov 2026
To date06 Nov 2026
CustomerAll customers
WarehouseAll warehouses
| Invoice / date | Customer | Status | Invoice value |
|---|---|---|---|
| INV-012602 Nov 2026Atlas Works | Atlas Works | Released | ₹70,800 |
| INV-012704 Nov 2026Atlas Works | Atlas Works | Released | ₹23,600 |
| INV-012806 Nov 2026Northline Components | Northline Components | Released | ₹35,400 |
3 invoices · Selected-period total₹1,29,800
Illustrative workspace · Sample data
Select the period
Use the report’s date controls to focus on the relevant transaction period.
Narrow the records
Apply the party, item or warehouse filters available in the selected report.
Export for review
Download supported reports as Excel files for your team’s analysis and follow-up.
EXCEL EXPORTS
Take report details
into your review meeting.
Export supported registers to Excel when you need to work with the figures outside ERP. Keep document references with the values so your team can identify the records being discussed.
01
Start with the right report
Select the sales, purchase, stock or manufacturing report that answers your question.
02
Check the filters and results
Review the selected period and available filters before downloading the file.
03
Use the exported records
Sort, compare or add your review notes in Excel, using document references to follow up in ERP.
Invoice summary
Excel export · .xlsx
Selected period01–06 Nov 2026
| A | B | C | |
|---|---|---|---|
| 1 | Invoice | Customer | Value |
| 2 | INV-0126 | Atlas Works | 70,800 |
| 3 | INV-0127 | Atlas Works | 23,600 |
| 4 | INV-0128 | Northline | 35,400 |
| 5 | Total | 1,29,800 | |
Document references
Party details
Values for review
Columns depend on the selected report.
Illustrative workspace · Sample data
ROLE CONFIGURATION
Role setupSales team
Permissions selected for the sales team’s work.
Configure permissions for the required modules and actions.
Illustrative workspace · Sample data
STAFF ROLES & PERMISSION SETUP
Set up roles
for the work each team does.
Define roles around the responsibilities of your sales, purchasing, stores and accounts teams. Configure the available permissions and assign the relevant role to each user.
01
Create a role for the responsibility
Use clear role names that match the work handled by each group of staff.
02
Choose modules and report sections
Configure the available module and action permissions. Report sections, such as sales or inventory, have permissions used for viewing and downloading their reports.
03
Assign roles to users
Apply the relevant role when setting up a staff account. Review the configured access when responsibilities change.
Plan access during setup. We review the required screens and actions with your team as part of implementation.
WAREHOUSE ASSIGNMENTS
Connect staff accounts
to their working warehouses.
Set the warehouse assigned to a staff account and review the warehouse list configured on its role. Keep both settings aligned with the operational responsibilities agreed for your team.
01
Set the user’s assigned warehouse
Choose the warehouse context for the staff member’s day-to-day work.
02
Review the role’s warehouse list
Configure the warehouses associated with the user’s role and review them alongside its module permissions.
03
Check the required workflows during setup
Review the relevant screens and reports with each team when preparing access or changing responsibilities.
Staff setup Warehouse assignments
SD
Sara Deshmukh
Stores team
Assigned roleStores team
User warehouseRaw materials
Role warehouse list2 selected
Raw materials warehouseRM-01
Finished goods warehouseFG-01
Service warehouseSV-01
Review location assignments with the user’s role.
Illustrative workspace · Sample data
RECEIPT DOCUMENT HISTORY
PostedRC-0034
CustomerAtlas Works
Receipt amount₹50,000
06 NOV 2026 · 10:05 AM
Receipt created
Maya Kulkarni
Draft voucher prepared with payment details.06 NOV 2026 · 10:15 AM
Receipt posted
Nikhil Kumar
Invoice allocations applied on posting.Related invoice allocationsINV-0126 · ₹30,000INV-0127 · ₹20,000
Illustrative workspace · Sample data
DOCUMENT STATUS & HISTORY
Check who created
and posted a voucher.
Use the status and history available on operational documents to follow up on a transaction. Payment and receipt records include creation, posting and reversal details.
01
Review the current status
Check whether the record is a draft, posted or reversed before deciding the next action.
02
Follow the document actions
Review the people and dates recorded when the voucher was created or posted.
03
Open the related records
Use available invoice allocations and linked reversal vouchers to investigate the transaction.
Which reports are available?
ERP includes operational reports for sales, purchases, stock and document activity. Manufacturing reports depend on the modules in your plan. We review the relevant reports and fields during your demo.
Can we download reports in Excel?
Yes. Supported reports offer Excel downloads for further review. The available columns and filters depend on the report selected.
Can different teams have different roles?
Yes. Configure roles using the permissions available in ERP and assign them to users. We review the required workflows, actions and warehouse setup during implementation.
Can we request a custom report?
Yes. Share the decision you need to make and the fields you need to see. Custom report scope and any additional development are agreed in your proposal.
Are all reports included in Basic?
Basic includes reports for its sales, purchase, inventory and finance modules, along with role setup. Manufacturing and specialist reports follow the modules included in Growth and Advance.