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Profit & Loss

The Profit & Loss menu is used to view the store's revenue and expense report. This report helps determine profit or loss results for a specific period.

Profit & Loss Page

1. Opening the Profit & Loss report​

  1. Open the Reports menu in the sidebar.
  2. Click Profit & Loss.

After the page opens, the system displays the profit & loss report based on the selected store and period.

2. Setting report filters​

Filters are located at the top of the page; you can adjust the report display as needed.

  • Store
    Select the store/outlet for which you want to view the profit & loss report.

  • Select date range
    Specify the report period, e.g., 1 month or specific dates.

  • Clear All
    Resets filters to their initial state so the report displays default data.

Filter Controls

Tips:

  • If the report figures seem incorrect, double-check the selected store and date range.
  • Use the same date range when comparing reports between stores.

3. Understanding Profit & Loss report sections​

The profit & loss report on this page is divided into several main sections: revenue, expenses, and profit or loss.

3.1 Operating Revenue​

The Operating Revenue section shows the store's income for a specific period, such as sales revenue and service income.

Operating Revenue
  • Sales Revenue
    Income from product sales.
  • Service Charge Income
    Income from service fees.

3.2 COGS (Cost of Goods Sold)​

The COGS section shows costs directly related to the production of goods or services sold by the store. COGS includes raw materials, direct labor, and other production costs.

COGS

  • Cost of Goods Sold
    The cost of goods sold, such as raw materials and other production costs.

  • Total COGS
    The total cost of goods sold during the reporting period.

3.3 Operating Expenses​

The Operating Expenses section shows costs incurred by the store to run its operations.

Operating Expenses
  • Selling Expense
    Costs incurred for sales activities.
  • General & Administrative Expenses
    General and administrative costs, including salaries, electricity, and gas.

3.4 Profit/Loss​

The Profit/Loss section shows the profit or loss result after accounting for all expenses and revenue.

  • Profit Before Tax
    Profit before tax is calculated.
  • Profit After Tax
    Profit after tax is calculated.
Profit/Loss

4. Exporting the report to Excel​

If you want to save the report or process it further, use the export feature.

  1. Make sure the Store and date range are correct.
  2. Click the Export to Excel button at the top right.
  3. The system will download the report file in Excel format.
Export to Excel