Reports

Review Products and Selling Value by Category

Category Based Product is a catalog-composition report. Products is a count of item records and Total Amount sums their stored selling prices; neither value represents stock quantity, inventory cost or realized sales.

Menu path
Reports -> Inventory -> Category -> Category Based Product
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

demo.posnic.io Category Based Product summary and Kitchen & Plasticware drill-down captured 2026-09-11, frontend/modules/categoryReport.html Category Based Product tab, frontend/static/script/js/modules/js/report_category.js categoryproductreport and categoryproductdetails, api/src/controllers/items.controller.js categoryItemsReportTable and categoryProductDetails, api/src/services/item.service.js categoryItemsReportTable, api/src/repositories/item.repository.js categoryProductDetails

Category product summaryLive demo captured 2026-09-11. Category names are links to the underlying product-history drawer.
Category product drill-downThe selected category shows three product records and a total of their stored selling prices, with a separate detail CSV export.

Run the Product Summary

  1. Open Category Reports and choose Category Based Product.
  2. Open Filter and choose the required date range, branches and optional category.
  3. Apply the filter and review Category Name, Products and Total Amount.
  4. Move through all result pages; the live demo contains more categories than the first five rows.
  5. Select a category name to open its product-history drawer.

Interpret the Summary Correctly

ValueWhat it showsWhat it does not show
Category NameCategory attached to the returned item records.It does not guarantee every active item is categorized.
ProductsCount of item records in the category and report scope.It is not available quantity, purchased units or units sold.
Total AmountSum of stored selling_price values for those item records.It is not inventory valuation, expected revenue or sales received.
Date filterScope passed to the report endpoints.Do not assume it behaves like a stock-at-date snapshot.
Branch filterOne or more selected shop branches.It does not merge branch-specific catalog differences into one item.

Use the Product-History Drawer

  1. Select the linked category name.
  2. Confirm Total Selling Amount and Total Products against the summary row.
  3. Review product Name, Date and Selling Amount.
  4. Move through every detail page when the category has more than five products.
  5. Use Export All To CSV inside the drawer when item-level evidence is required.
  6. Close the drawer and repeat for another category.

Understand Both Exports

  • Both CSV actions request all matching rows rather than only the visible page.
  • Inspect the generated file before sharing because category names become part of the detail filename.
  • Use an inventory cost or quantity report when the question is stock valuation.
ExportFilenameFields
Category summarycategory-product-reportsCategoryName, NoofProduct, TotalAmount
Selected category detail<category>-category-based-product-reportsProductName, Date, Amount

Troubleshooting

ProblemCheckAction
Product is in the wrong categoryCategory on the item recordCorrect the catalog item and rerun the report.
Count differs from stockProducts counts records, not unitsUse Stock Report for quantities.
Total seems too lowStored selling prices and zero-priced itemsCorrect the item price; do not substitute purchase cost.
Category link opens no rowsCurrent category id, branch and date scopeRefresh and verify the item-category association.
Summary and drawer differFilter state and paginationReapply one scope and export both datasets for comparison.

Related Manual Pages

Catalog Categories Categories control how products are grouped for selling and reporting. They can also carry sale-screen tile styling and one category discount rule. Catalog Create Item Use the full Add Item form when the product must be searchable, scannable, stocked, reported and controlled correctly. Catalog Edit Existing Item Item edits affect future searches, scans, sales and reports immediately. Review the whole record, use a counted quantity, and test the result before serving customers. Inventory Stock Control Stock control starts when items are created and continues through every sale, return, purchase, adjustment and low-stock review. Reports Category Sales Performance Category Details groups completed item sales by the category stored on each item. Use it to compare merchandising performance, while checking uncategorized items, returns and cost quality before acting on profit. Reports Inventory Reports Inventory reports turn item and category data into operating signals: what sold, what is stocked, what expired and which categories drive sales.