Sales & Purchases Reports
Detailed sales and purchases with cards, graphs, and tables. Filter by date, customer, or product. Filtered PDF export.
DigitalNation BMS — Sales & Purchases Reports
The question comes. “How much did I sell this month?”
You’re not sure.
You dig through the notebook. Count slips. Scroll through WhatsApp. Some numbers come up, some don’t.
And even then, the full picture isn’t there.
- Morning’s sale separate, evening’s separate
- Some on credit, some cash
- One customer paid partial
- Someone returned something
Two hours later, the final number still isn’t ready.
DigitalNation BMS (Business Management Software) gives you two reports — one click away.
Sale Summary and Purchase Summary — these two reports give you crystal clear picture:
- How much you sold — in the selected period
- How much you bought — from suppliers
- How much you received — money in
- How much is due — money pending
- Every transaction’s detail — date, customer, amount
Month-end takes seconds — not hours.
Sales and purchases — two separate reports
Your work has two sides:
| Report | What it shows |
|---|---|
| Sale Summary | Complete detail of your sales |
| Purchase Summary | Complete detail of your purchases |
Both are the first two tabs on the Reports page.
Tab 1 — Sale Summary
What it is
Complete detail of every sale — in the selected period.
Top cards — quick numbers
| Card | What it tells you |
|---|---|
| Total sales | How many sales happened |
| Total amount | Revenue from sales |
| Total received | How much was collected |
| Total due | How much is pending |
| Average sale | Average per sale |
| Profit | If margin is tracked |
Location: /vendor/reports → Sale Summary
Highlight: 6 cards, each with its number
Graphs — visual picture
- Daily sales — line graph
- Weekly — bar graph
- Top 5 days — which days sold most
Highlight: Line graph, bar graph, colour-coded
Table — every sale’s detail
| Column | Example |
|---|---|
| Date | 15 October 2026 |
| Invoice number | DNI-2026-0154 |
| Customer | Ahmed Khan |
| Products | Samsung A15 |
| Total | 45,000 |
| Received | 20,000 |
| Due | 25,000 |
| Status | Partial |
Click any row → full sale detail
Filters
| Filter | What it does |
|---|---|
| Date range | Today / This Week / This Month / This Year / Custom |
| Customer | Sales for one specific customer |
| Status | Paid / Partial / Credit / Cancelled |
| Product | Sales for one specific item |
| Payment method | Cash / Bank / JazzCash |
Highlight: Date picker, filter panel, active filters
PDF print
- Click “PDF” → full report
- If a filter is applied — only the filtered data
- Send on WhatsApp or print
When to use
| Occasion | Why |
|---|---|
| Month-end | Full sales picture |
| Week-end | Weekly summary |
| Year-end | Annual performance |
| Tax filing | Income verification |
| Bank / loan | Proof of business growth |
💡 Pro tip: On the 1st of every month, save last month’s PDF. Yearly comparison becomes easy.
Tab 2 — Purchase Summary
What it is
Complete detail of every purchase — from your suppliers.
Top cards — quick numbers
| Card | What it tells you |
|---|---|
| Total purchases | How many purchases |
| Total amount | Value of purchases |
| Total paid | How much paid |
| Total due | What’s owed to suppliers |
| Average purchase | Average per purchase |
| Cash / Credit | Cash vs credit split |
Location: /vendor/reports → Purchase Summary
Highlight: 6 cards, each with its number
Graphs
- Daily purchases — line graph
- Weekly — bar graph
- Top 5 suppliers — highest purchase value
Table — every purchase’s detail
| Column | Example |
|---|---|
| Date | 10 October 2026 |
| Invoice number | DNP-2026-0089 |
| Supplier | Aslam Traders |
| Products | Samsung batteries |
| Total | 15,000 |
| Paid | 15,000 |
| Due | 0 |
| Status | Paid |
Filters
| Filter | What it does |
|---|---|
| Date range | Today / This Week / This Month / This Year / Custom |
| Supplier | Purchases from one specific supplier |
| Status | Paid / Partial / Credit / Cancelled |
| Product | One specific item |
| Payment method | Cash / Bank |
Highlight: Supplier dropdown, date picker
PDF print
- Click “PDF” → full report
- Send to supplier — their account clear
- For your records — future comparisons
When to use
| Occasion | Why |
|---|---|
| Before talking to a supplier | Numbers ready |
| Monthly accounting | How much purchased |
| Annual report | Business growth |
| Profit calculation | Full picture of purchases |
Before & After BMS
| Before | With BMS |
|---|---|
| Notebook accounting — hours | One click, two seconds |
| Incomplete numbers | Complete and accurate |
| Filtering is hard | One click, any angle |
| Making PDFs is hard | One click, WhatsApp |
| Credit picture — fuzzy | Clear, every transaction |
| Month-end — no accounting | Daily auto-updates |
| Saving reports is hard | Auto PDF, forever |
Same sales. Same purchases. Just clean numbers, one click away.
DigitalNation Support — when a number gets confusing
Sometimes a sale total doesn’t look right. Sometimes a sale appears twice. Sometimes a filter doesn’t work.
Don’t worry. DigitalNation Support is with you:
- Verify the numbers
- If a sale was entered wrong — correct it
- Understand filter settings
- Via WhatsApp or call, quickly
We never change your data silently. Every change is dated and logged.
Frequently asked questions
What's the difference between Sale Summary and Purchase Summary?
- Sale Summary — what you sold
- Purchase Summary — what you bought
Do these reports auto-update?
Yes. Whenever you enter a sale or purchase, it appears in the report immediately.
Can I view "only this month's sales"?
Yes. In the Date range filter, choose “This Month”.
Can I see all sales for one specific customer?
Yes. In the Customer filter, select the name. All their sales appear.
Does the PDF include graphs?
Yes — cards, graphs, and the full table are all in the PDF.
Can I generate a filtered PDF?
Yes. Apply the filter first, then click “PDF” — only filtered data goes in.
Can I send the PDF on WhatsApp?
Yes. Generate the PDF → share on WhatsApp.
Can I get old sales reports?
Yes. In the Date range, enter an old date range — the system shows all data (since you started with BMS).
How does the "Profit" column work?
Profit = sale price minus purchase price. Applies only to products with a recorded purchase price.
Can I view reports for multiple specific products?
Yes. In the Products filter, select one or many — only their sales appear.
Can I view reports on mobile?
Yes. Fully mobile-responsive — both graphs and tables display.
Important notes
💡 Save PDFs every month Save last month’s Sale Summary and Purchase Summary. Yearly comparison becomes easy.
💡 Send Purchase Summary to suppliers At month-end — professional relationship, clean accounts.
💡 Use filters Instead of the full report — only the data you need.
💡 Check daily 2 minutes every evening — check the day’s sales and purchases. Catch mistakes early.
💡 Trust the numbers They come from the data you entered. Incomplete entry = incomplete report.
💡 For profit clarity Always enter purchase price per product — the profit column then reads correctly.
Flow
Dashboard ← Reports ← Sale Summary or Purchase Summary
↓
Select date range ← apply filters
↓
Cards ← graphs ← table
↓
Click any row ← view detail
↓
Generate PDF ← send on WhatsApp
↓
Result: month-end in seconds, not hours;
clean numbers, full picture, every detail.
Related sections
- Reports Overview — Overview of all 10 reports
- Ledger Reports — Customer and supplier accounts
- Financial Reports — Cash flow, profit & loss
- Stock Reports — Stock status
Next: Ledger Reports — Complete customer and supplier accounts