Reports

Compare Sales and Profit by Item Category

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.

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

demo.posnic.io Category Reports -> Category Details captured 2026-09-11, frontend/modules/categoryReport.html category filters table pagination and export, frontend/static/script/js/modules/js/report_category.js categoryreportTable and categoryreportexport, api/src/controllers/sales.controller.js categorySalesReportTable, api/src/routes/sales.routes.js categorySalesReportTable

Category sales performanceLive demo captured 2026-09-11. The blank category name in this demo row exposes sales attached to items without a usable category label.

Run the Category Sales Report

  1. Open Reports -> Inventory -> Category.
  2. Choose Category Details.
  3. Open Filter and select the sales date range and one or more branches.
  4. Optionally choose one category to isolate it.
  5. Apply the filter, review the displayed scope and move through every page.
  6. Refresh after correcting sales, returns, item cost or category assignments.

Read Each Metric

ColumnMeaningControl
NameCategory associated with the sold item.A blank name indicates missing or unusable category attribution.
Total No. Of Item SoldSummed sold item quantity in the category.Do not confuse units with sale transactions.
ProfitCalculated sales profit for category-attributed items.Treat as provisional when source cost is missing or inaccurate.
Avg.SaleAverage sale value calculated for the category grouping.Compare only identical date and branch scopes.
Total SaleTotal sales value attributed to the category.This is revenue, not stock value or cash collected.

Reconcile Before Making a Decision

  • Reassigning an item category can change future attribution and may affect how existing data is grouped by the implementation.
  • Returns and voids must be reviewed before interpreting a weak category as poor demand.
  • Category discounts configured in the catalog can influence realized sales values.
  1. Identify blank category rows and correct item category assignments where appropriate.
  2. Compare the same scope with Sales Reports and Return Sale Reports.
  3. Check item cost before using Profit for buying or assortment decisions.
  4. Separate quantity, transaction count, revenue and collected payment in your review.
  5. Retain the final filter scope with any exported evidence.

Export and Troubleshoot

  • Export All To CSV requests all matching rows and creates category-reports.
  • The export fields are Name, NoofSold, Profit, AvgSale and Total.
  • PDF, CSV, Excel and Email above the page use the shared report export surface.
ProblemCheckAction
Category name is blankItem category assignments on sold linesFind uncategorized catalog items and correct the source records.
Units seem too highQuantity versus number of salesValidate line quantities in Sales Reports.
Profit is unreliableItem cost and return treatmentRepair cost evidence before using the metric.
Expected category is absentDate, branch, chosen category and completed salesCorrect the scope, then refresh.
Export is disabledRows, plan boundary and Report Read accessCorrect access or filters; do not recreate unofficial totals.

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 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. Reports Sales Reports Sales Reports split normal sale lines, quick sale activity and summary totals so owners can audit bills without opening every receipt. Reports Return Sale Reports Return Reports explain which completed sales were reversed, which products and quantities came back, how much value was returned and which customer, cashier, branch and payment method belong to the event. Reports Category Product Catalog 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. Dashboard Profit and Financials The Profit strip is a management estimate built from sale revenue, cost captured on each sale and Cash Book amounts. Missing costs, returns and Cash Book entry types must be checked before anyone treats it as accounting profit.