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Can I view detailed profit and loss statements from sales in Caddayn Biller?

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Posts: 40
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(@arjun)
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Joined: 9 months ago
[#11]

Yes. Caddayn Biller provides a comprehensive and structured Profit & Loss report that helps you analyze profitability across products and time periods.

How to View Profit & Loss Statements

  1. Open the Reports Module
    Navigate to the Reports module from the main menu.

  2. Select the "Profit & Loss" sub-module
    Click on the Profit & Loss option.

  3. Choose the Date Range
    Select the From and To dates for which you want to generate the report.

  4. Click Submit
    The system will display a detailed, structured Profit & Loss statement for each product.

Download the Report

  • To download the report as an Excel file, click the ⬇️Download button located at the top-right corner.


 


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Posts: 23
Admin
(@caddayn_admin)
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Joined: 9 months ago

Does the profit and loss reports works on sales data or purchase data?


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Admin
(@arjun)
Joined: 9 months ago

Member
Posts: 40

The Profit & Loss report in Caddayn Biller is primarily generated from sales data, with profit calculations derived by comparing sales values against the corresponding item cost (purchase/expense value).

How the Profit & Loss Calculation Works

  • Each row in the report represents a sold item.

  • The system uses:

    • Final Item Amount → Revenue from sales

    • Unit Item Expense → Cost of the item (from purchase or expense data)

  • Profit / Loss is calculated as:
    Sales Amount − Item Expense

  • Profit Margin (%) is calculated based on the profit relative to the cost or sales value.

What This Means for You

  • The report helps you analyze item-wise profitability based on actual sales.

  • Purchase data is used indirectly only to determine the cost/expense of each item.

  • This gives you a clear sales-driven profitability view, making it easier to identify:

    • High-profit items

    • Low-margin or loss-making products

    • Fast-moving profitable products

 

Hope this helps you!


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