Product Report module

- Main Product Report – Full Description (Core Module)

The Product Report module is a centralized inventory, sales, and product intelligence system designed to manage the entire lifecycle of products — from creation and storage to sales, reporting, suppliers, and insurance tracking.

This module acts as the single source of truth for all product-related data across the platform.
 

The Product Report module enables organizations to:
 

• Create and manage products and subscription items

• Track inventory quantities across multiple storage locations

• Organize products using categories, sub-categories, and groups

• Monitor sales performance by users and customers

• Analyze orders, subscriptions, meetings, and detailed sales

• Manage suppliers and supplier-related orders

• Track insurance-related products and amounts

• Handle multi-storage and sub-storage inventory logic

• Generate structured reports and export data to Excel

• Apply advanced filters, custom fields, and column configurations
   

- Important Concept

The Product Report is not only a product list — it is a reporting and control hub that connects Products + Orders + Documents + Storage + Sales + Suppliers into one unified interface.



- Core Architecture (How the Module Is Structured)

Product Report (Main Module)
│
├── Products (Inventory)
├── Product Categories & Sub-Categories
├── Product Groups
├── User Sales Reports
├── Customer Sales Reports
├── Orders & Detail Orders
├── Subscriptions Reports
├── Meeting Reports
├── Suppliers & Supplier Orders
├── Insurance Management
├── Storage & Sub-Storage
└── Storage Requests


Each section uses the same product data, but views and analyzes it differently.


 

- What Is the Product Report Module?
 

The Product Report module is a centralized operational and analytical system designed to manage, track, analyze, and report on all product-related activities across an organization.
 

It acts as the single control center for everything related to products — including inventory, sales, orders, suppliers, storage, subscriptions, and reporting — all in one unified interface.
 

This module does not only store products.
It connects products to real business actions such as:
 

• Selling

• Ordering

• Storing

• Reporting

• Insuring

• Supplying

• Meeting-based sales

• Subscription tracking
  
  
   

•  Why This Module Exists (Business Purpose)
   

  Businesses typically face these problems:
   

• Product data scattered across invoices, orders, storage, and reports

• No single place to understand what is selling, where, by whom, and from which storage

• Difficulty tracking inventory across multiple locations

• No clear visibility into supplier-related product flow

• Manual Excel-based reporting

• Limited insight into customer and user product performance
  
   

  The Product Report module solves all of this by:
   

  ✔ Centralizing all product data
  ✔ Linking products to every business transaction
  ✔ Providing structured, filterable, exportable reports
  ✔ Offering real-time visibility into inventory and sales
  
  
  - How the Product Report Module Works (Conceptual Flow)
  
  
  Products Created
        ↓
  Assigned to Categories / Groups
        ↓
  Stored in One or More Storages
        ↓
  Used in Documents (Invoices, Orders, Proposals)
        ↓
  Sales Generated (Users / Customers)
        ↓
  Reported & Analyzed
        ↓
  Exported or Used for Decisions
  
  
  The Product Report module reads from and writes to multiple systems, but always presents a clean, unified view to the user.
  
  
   

  - Who Uses the Product Report Module?

  The module is designed for multiple roles, all using the same data but for different purposes:
  
   

  - Business Owners
   

• Monitor overall product performance

• Track revenue and inventory value

• Make strategic decisions
   

• - Sales Teams
   

• View product availability

• Analyze customer and user sales

• Track performance by product
   

• - Inventory / Operations Teams
   

• Manage storage quantities

• Track stock movement

• Handle storage requests
   

• - Finance Teams
   

• Analyze revenue

• Review cost vs selling price

• Export reports for accounting
   

• - Procurement / Supplier Managers
   

• Track supplier-linked products

• Manage supplier orders

• Monitor supplier fulfillment
  
  
   

  - What You Can Do Inside the Product Report Module (Common Functionality)
   

  Without going into sub-modules, the main module allows users to:
   

• View all product-related data in one place

• Search products using advanced filters

• Analyze sales across time, users, and customers

• Track product quantities across storages

• Understand which products are active, low stock, or inactive

• Export data to Excel for offline analysis

• Apply custom fields for business-specific needs

• Customize table columns (pin, hide, reorder)

• Filter data using categories, suppliers, storages, dates, and custom fields
  
  
   

  - Permissions & Control (High Level)
   

  Access to Product Report functionality is controlled by:
   

• Module enable/disable settings

• Role-based permissions

• Action-level permissions (view, edit, delete, export)
  
   

  This ensures:
   

• Sensitive cost data is protected

• Deletion is restricted

• Reports are visible only to authorized users
  
  
   

  - Data Integrity & Accuracy
   

  The Product Report module ensures:
   

• No duplicate product records

• Consistent product pricing across documents

• Accurate inventory counts

• Traceable product usage in sales and orders

• Historical reporting without data loss
  
  Once a product is used in a document or order, its data becomes part of reporting history.
  
  
   

  ✅ Summary – Main Product Report Module
   

  The Product Report module is the core intelligence layer of the product system.

  It:
   

• Centralizes all product data

• Connects products to sales, storage, suppliers, and reports

• Enables operational control and business insight

• Replaces manual reporting with structured analytics

• Scales with business complexity
  
  
  In short:
  
  If your business sells, stores, tracks, or reports on products — this module is where everything comes together.