VariPOS Documentation
Read module-by-module like an operations story. Every scene tells what to do, what to check, and what outcome to expect.
Analytics
Reports, P&L, Profitability, and Export Surfaces
Owner review time: profitability and operational performance get measured here.
Scene 1: P&L – Scene 1
Profit & Loss is the main screen used to understand business performance for a selected period. It shows how sales, returns, purchases, inventory effect, and expenses combine into final profit or loss.
Step 1
Open the Profit & Loss screen
- Open Reports.
- Tap the Profit & Loss tile or simple tap on the Profit & Loss menu item.
- The screen opens with the current financial year selected by default if available.
Step 2
Choose the period
- At the top, use the Financial Year dropdown to switch to another FY.
- Use the date chips or period tabs such as Today, Week, Month, Range, or All depending on what you want to review.
- If Range is selected, use the date picker section to choose custom from and to dates.
Step 3
Step 3: Read the summary card
- The first card shows the main result:
- Net Sales
- COGS
- Gross Profit
- Inventory Gain / Loss
- Expenses
- Net Profit
Step 4
Review section-wise cards by scrolling down to see separate cards for. Each card explains one part of the final profit calculation:
- Sales
- Sales Returns
- Purchases
- Inventory
- Expenses
Step 5
Open details screen: There are three icon buttons in the app bar of the profit & loss screen. First two prints and shares the profit & loss summary. The summary pdf is shown in the image below. Third button is for opening the profit & loss details screen of the date range selected in the profit & loss screen. Use the details screen when you want transaction-wise breakup instead of only totals.
Step 6
Use the P&L Details screen:
- The details screen groups records type-wise.
- You will see grouped sections with totals and expandable rows.
- Each expanded group shows date, reference, party, net, tax, and gross values.
- This is useful when you want to understand why profit changed.
Step 7
Study each card of the p&l details to understand the breakdown.
Step 8
Export detailed data
- In P&L Details, tap the Excel Export icon to download workbook data.
- The Excel export includes summary and detailed sheets.
- Use this when you want to analyse, filter, or send structured data.
Scene 2: Reports – Scene 2
By tapping on the reports in menu or in dashboard, opens the reports screen. Reports is the central place from which you open analysis and compliance screens. It gives a quick business summary and then acts as the entry point to deeper reports.
Step 1
At the top, you will see summary cards such as:
- Today's Sales
- Total Sales
- Total Invoices
Step 2
Scroll down and tap the required tile:
- Profit & Loss for overall business result
- Itemwise P&L for product-wise profit
- Customerwise P&L for customer-wise profit
- Capital & ROI for owner capital tracking
- GST Returns for GST reports and filing workbooks
Step 3
Tap Itemwise P&L to open Itemwise Profit & Loss screen. On this screen:
- Use the Financial Year dropdown or date icon to choose period.
- Use search to find a product.
- Use switches or filters like service inclusion or returns inclusion if shown.
- Scroll the list to review item-wise sales, quantity, COGS, profit, and margin.
Step 4
Use Itemwise P&L export actions:
- Tap Excel Export to download item-wise data.
- Tap Share PDF to send PDF.
- Tap Print Preview to preview before printing.
Step 5
On Reports screen, tap Customerwise P&L to open customerwise profit & loss screen:
- Use the period selector in the same way.
- Search customer name if needed.
- Review customer-wise net sales, COGS, gross profit, margin, received amount, and outstanding.
Step 6
Use Customerwise P&L export actions:
- Tap Excel Export to download customer-wise data.
- Tap Share PDF to send a PDF report.
- Tap Print Preview to view before printing.
Step 7
On Reports screen, tap GST Returns when you need GST summaries, filing data, or workbooks. This report is for compliance and filing preparation, not only management review.
Scene 3: Capital & ROI – Scene 3
Tapping on the Capital & ROI tile on the reports screen opens the Capital & ROI screen. Capital & ROI is used to record owner capital movement and review capital-related summary for the selected period. It helps track how much money was introduced into or withdrawn from the business.
Step 1
Choose the period:.
- Use the Financial Year dropdown to switch FY.
- Tap the calendar/date icon in the app bar to pick a custom range.
- The list and summary will refresh for the selected period.
Step 2
At the top, a summary section shows capital-related totals for the selected period. Use this first before checking individual entries.
Step 3
Search or filter entries:
- Use the search box to search by notes or mode.
- Use the type filter if available to narrow entries such as investment or withdrawal.
- Scroll the list to view capital transactions page by page.
Step 4
Add a new capital entry: Tap the + floating action button at the bottom of the screen. A bottom sheet opens for adding a capital transaction:
- Select type from Invested or withdrawn.
- Enter Amount.
- Select Mode like cash etc.
- Add notes and change date if required.
- Press Save button to save capital entry.
Step 5
Below filters, capital entries are listed. you may delete a capital entry pressing delete icon before it. A popup will appear where you can confirm to delete it. You can also edit a capital entry by pressing edit icon button.
Step 6
Export capital data:
- Tap Excel Export in the app bar to download the capital ledger.
- Tap Share PDF to send the report as PDF.
- Tap Print Preview to open preview before printing.
