FFA

Kindly compare the below report from FFS to the different samples of the Sales Report from FFWDs and add the missing fields. Note that you can either create a new report for "Sales Report" or update this existing one.

Acceptance Criteria:¶

1. Report Generation
   • The system should provide a Sales Report under the reports module.
   • Users should be able to generate the report for a specific date range.
   • The report should be exportable in PDF, Excel, and CSV formats.
2. Report Header
   • Company Name, Logo, Address, Contact Info, VAT Registration Number
   • Report Title: "Sales Report"
   • Reporting Period (clearly stated From - To dates)
3. Filter Options
   • Users should be able to filter the report by:
     • Date Range (Daily, Weekly, Monthly, Custom Date Selection)
     • Client Name
     • Invoice Status (Paid, Unpaid, Partially Paid)
     • Salesperson
     • Department (Freight, Clearing, Warehousing, etc.)—since we do not have a department, list the Service (ocean import, ocean export, air import, air export, sea clearing, Air clearing, etc.) here.
     • Currency & Exchange Rate
4. Permissions & Access Control
   • Only authorised users (e.g., finance team, management) should have access to generate this report.
   • Salespersons should only see their own sales data.
5. Formatting and readability:
   • Clearly aligned numeric columns for easy readability.
   • Amounts formatted clearly to two decimal points.
6. FooterPage
   • numbering (Page X of Y)
   • Printed by <user>
   • Report generation Date & Time
7. Error Handling & Notifications

   • If no data is available for the selected date range, display a message:

     "No data found for the selected period."

   • If the report fails to generate, log an error and notify the user.

8. Report Contents
   The report should include the columns as per the below samples from the FFWDs.

FFS - Reports -> Invoice and Payment

{width="626" height="253"}

Different Sample Sales Report from FFWDs

1. {width="723" height="495"}
2. {width="1307" height="201"}
3. {width="1001" height="1416"}