🛒 Product Sales Management Page

“Track and manage all sales of physical products — accurately and efficiently.”

⚠️ Important Clarification

The Product Sales Management Page is a management and reporting page only.

You do not create new sales here. All actual product sales must be made from the Point of Sale (POS) Page. This page is strictly for reviewing, analyzing, exporting, printing, and following up on past sales.

🧾 What Is Tracked as a Product Sale?

Medicines sold to walk-in patients
Over-the-counter retail product purchases
Any item from your inventory that was sold via POS
Partial or unpaid sales (e.g., part paid by insurance)
Cash, card, or third-party payment sales

🔍 Filters and Search Options

The dropdown filter allows you to refine your view for efficient reporting:

Item Filter (Default): Focus on sales records for a specific product. Selecting this activates an autocomplete search box, and the summary recalculates to show only activity for that product.
Customer Filter: View sales linked to a specific patient or customer. Helpful for tracking balances or purchases made by frequent buyers.
Date Filter: Limit results to Today, This Week, Last Month, or custom date ranges.
Status Filter: Show only Paid, Unpaid, or Partially Paid records.

✅ The Summary Inventory Panel dynamically updates based on the active filters.

🧭 What Can You Do On This Page?

Feature	Description
🔍 Search Bar	Search by customer name, product, or description
📅 Date Filters	Filter sales by day, week, or month
🧾 Balance Indicator	Instantly see paid vs unpaid sales
👤 Customer Summary	Track which customers owe money or have completed payments
🖨️ Print Bills	Print or reprint past sale receipts
📤 Export CSV/JSON	Export for accounting, analysis, or external reports
📄 Open Bill View	See the full transaction including items, quantity, price, and payments

📊 Summary Inventory Panel for Sales

Just like with the Income page, a summary dashboard appears when no bill is selected. In sale mode, it shows:

Metric	Meaning
Number of Sales	Total number of transactions within the filter range
Total Amount Sold	Total value of products sold
Total Paid	How much cash or card was collected
Outstanding Balances	Unpaid or partially paid amounts (e.g., insurance or pending payments)

🧰 Example Use Case: Weekly Sales Overview

Filter by: “This Week”
View total sales: $9,500
Paid: $7,600
Balance: $1,900
Click a specific unpaid sale to open the full detail

🔁 Handling Returns, Barcode Scanning, and Detailed Bill Actions

📦 1. Returning a Previous Sale

When you open a specific sale record, the embedded page-bill component allows you to initiate returns — either partially or fully.

✅ What You Can Do:

Select individual items from the original sale
Click Return for each
Enter quantity being returned
System updates inventory automatically
Return appears in Timeline and Refunds section

🧰 Example Workflow:

A patient bought 10 face masks but returns 4 because they were the wrong type.
Open the Product Sales Management Page
Search and click the relevant sale
In the bill component, click Return on the “Face Mask” line
Enter quantity: 4
Confirm return
Inventory is adjusted (+4 units)
The return is logged under Refunds

📷 4. Barcode Scanning to Recall a Sale

If you have a receipt with a barcode:

Scan it directly in the Product Sales Management Page
The original sale loads instantly
You can view all details, process returns, or reprint/email the receipt

✅ Perfect for high-volume pharmacies or retail environments.

🧠 Best Practices

Always use the return button in the bill view — avoid manual stock edits
Use barcode scanning to speed up lookups and avoid errors
Run unpaid filters weekly for proactive billing follow-up
Add comments in the Timeline for transparency during audits