IMS Documentation › Reports › Main Sales Report

Main Sales Report

The Main Sales Report is IMS's primary sales-analysis report. It combines flexible filters, dynamic grouping, sales/return calculations, retail KPIs and—when mathematically valid—V-Count traffic and conversion rate.

Open the reportReports → Main Sales Report

Reports menu with Main Sales Report selected — Path: Reports → Main Sales Report.

Run a report

Select the Date From and To.
Select Location, Store, Supplier and Brand as needed.
Use the Transactions, Categories and Items tabs for additional filters.
Select the required Group By options.
Click Get Data.
Review the grid and the totals at the bottom of the screen.

While data is being retrieved, Get Data changes to Cancel. Click it again if you need to stop the running report.

IMS Main Sales Report grouped by store with traffic and conversion rate — Main tab: an example grouped by Store with Traffic and Conv. Rate available.

Main criteria

Option	Purpose
Location	Select one or more business locations.
Store	Select one or more stores available within your access and selected location(s).
Suppliers	Restrict merchandise to selected suppliers.
Brands	Restrict merchandise to selected brands; brand selection depends on supplier selection.
Date From / To	Defines the transaction date range.
Hours From / To	Optionally restricts transactions to selected hours.
Service Only	Reports service items rather than normal merchandise.
Collapsed View	Shows a compact set of principal sales columns.
Include inactive stores	Includes inactive stores in store selection for historical reporting.

Hour validationThe ending hour must not be earlier than the starting hour. IMS displays “Check Hours criteria.” when the selection is invalid.

Using IMS multi-selection fields

Some IMS criteria fields open a compact multi-selection list instead of a normal drop-down. You can select several values without holding Ctrl.

Click the criteria field to open the selection list.
Click an item to select or deselect it. Continue clicking until the required combination is selected.
Click Close, double-click an item, or click outside the list to apply the selection.

Field display	Meaning
All	All available values are included. If no individual item remains selected, IMS automatically returns the field to All.
One name	Exactly one value is selected.
Multi Selected	Two or more values are selected.

No Ctrl key requiredThe IMS list uses simple multi-selection: click each required item to toggle it on or off.

Filters vs Group By

Filters decide which transactions are included. Group By decides how those transactions are divided into rows.

Time grouping supports None, Hour, Day, Week, Month and Year. Additional grouping dimensions are available across the Main, Transactions, Categories and Items tabs.

Transactions tab

Transaction filters include Transaction, Sales Man/Lady, Client Category, VIP Client ID, Client Phone and Coupon. The transaction selector uses IMS sales/return transaction codes 51, 52, 53 and 54. Grouping can include Transaction Type, Receipt, Client Category, Client and Sales Man/Lady.

Categories tab

Available classifications include Age Range, Gender, Received Season, Selling Period, Category, Sub Category, Group and Sub Group. Dependent category lists are adjusted when a parent classification is selected.

Items tab & product images

Main Sales Report Items tab with product images — Items tab with Style + Color grouping and View Image enabled.

Item criteria include State, Item Code, Theme, Style, Color, Color Name, Size, Quantity, Original Price, Current Price and Discount Breakdown. Quantity and price fields support comparison operators.

ImagesIMS can display product images when Style and Color Code are available in the generated report. Very large image reports trigger a warning before loading.

Sales and returns

Returns are treated as negative values in the sales report. Codes 53 and 54 reduce net quantity, net sales, cost and gross amount rather than increasing them.

Report KPIs

KPI	Meaning in IMS
Full Qty / Full Amt	Net quantity / amount for lines without item discount.
Disc Qty / Disc Amt	Net quantity / amount for discounted lines.
Gross Amt	Value before discounts, with returns deducted.
TotalQty / Net Qty	Full Qty + Discounted Qty, less returns.
TotalSales / Net Sales	Net sales after discounts and returns.
Invs_Count	Distinct receipts represented by that report row.
ATV	Net Sales ÷ receipt count.
UPT	Net Qty ÷ receipt count.
ADR	Average discount rate: 1 − (Net Sales ÷ Gross Amount).
AV_Price	Net Sales ÷ Net Qty.
SalesMix	Row Net Sales as a proportion of the selected report.
TotalCost	Net merchandise cost after returns.
GrossProfit	Net Sales − Total Cost.
GPM	Gross Profit ÷ Net Sales.
M.Up / MarkUp	Net Sales ÷ Total Cost.

Bottom Count is not invoice countThe Count box at the bottom shows the number of rows currently displayed in the report. Use Invs_Count for the receipt count within a report row.

Traffic & Conversion Rate

Conversion Rate = sales receipts ÷ Traffic. For conversion, IMS counts sales transaction codes 51 and 52. Return codes 53 and 54 are excluded from the conversion numerator.

Traffic can be added only when the report can be correctly matched to V-Count data. Valid traffic groupings are Location, Store and/or a time period. Product, customer, salesperson, transaction-type and other sales-specific groupings or filters disable traffic because store traffic cannot be accurately divided across those rows.

Missing traffic is not necessarily an errorIf sales exist but there is no corresponding V-Count record, IMS leaves Traffic and Conv. Rate blank instead of reporting a false zero.

Export, email and Save As

Export To Excel exports the current grid. If images are enabled, IMS can include them; very large exports may ask whether to include images or data only. Send By Email sends report data without product images. Save As requires a generated report.

Permissions

Excel export, email, client grouping and sensitive financial measures such as cost, markup and profit are controlled by IMS user access policies. Users without the corresponding permission will not see those options or columns.

Common questions

Why is Conversion Rate missing?

The selected grouping or filters cannot be matched fairly to store traffic, or no V-Count data exists for that row.

Why does Count change when I add Group By fields?

The bottom Count is the number of displayed rows, so additional grouping usually creates more rows.

Do returns increase conversion?

No. Returns reduce the financial and quantity results, but return codes 53 and 54 are excluded from the conversion numerator.

Why can I not load images?

View Image requires Style and Color Code to be present in the generated report.

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Supplier and Brand master data

The Supplier and Brand values used by Main Sales Report come from Manage → Suppliers. Brands are maintained under their supplier, so the available Brand criteria are tied to the supplier master relationship.

Sales Man/Lady master data

The S. Man criteria and Sales Man/Lady grouping on the Transactions tab use the salesperson master maintained in Manage → Sales Men/Ladies. IMS identifies the salesperson by the master ID stored on the sales transaction.

Item master data behind the report

The merchandise fields used by Main Sales Report come from Manage → Items. This includes Item Code, State, Theme, Style, Color, Size, Description, Category/Sub Category, Product Group/Sub Group, statistical periods, Supplier, Brand, Age Range and Gender.

When View Image is used, IMS loads the product image maintained by Style + Color Code. The same image is therefore shared by the Size variants of that Style/Color.

Service Item master data

Service Only uses the Service Items maintained in Manage → Service Items. These records are stored as Type = Service, allowing IMS to separate service activity from normal merchandise sales.

Merchandise classification masters

The report's merchandise classifications come from the same masters used by Manage → Items:

Report field	IMS master
Category / Sub Category	Manage → Categories
Group / Sub Group	Manage → Product Groups
Age Range	Manage → Age Ranges
Gender	Manage → Genders
S. Period	Manage → Statistical Periods

Sale Season pricing

Discounted transactions can originate from merchandise pricing maintained through Manage → Sale Seasons. A Sale Season assigns specific Item Codes a temporary sale price; sales recorded at that price flow into the report's Full/Discount quantities and amounts according to the transaction data.

The Items tab's current Item State and price criteria are based on the current Item master. Historical sales amounts remain the values recorded on the original transactions.

Special Offers and posted sales

Manage → Special Offers is evaluated by the sales/POS workflow. When an offer is used, the transaction retains the Offer ID. The Main Sales Report reports the resulting posted transaction values — including full-price and discounted quantities/amounts — rather than recalculating the promotion definition.

This is why changing an offer later does not rewrite historical sales: the report is based on what was recorded on the original transaction.