Business Reports for Mobile Shops
See how the shop is actually doing — sales, purchases, party positions, expenses and profit — with summaries that can arrive in your inbox instead of waiting to be looked up.
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What are business reports for a mobile shop?
Business reports turn the transactions you recorded during the week into a picture of how the shop is doing. Sales, purchases, expenses, party balances and profit each answer a different question, and together they tell you whether the business is working.
Because Phoneo already holds your billing, stock and accounts, these reports are produced from records you created by trading — not from a separate exercise at the end of the month.
Who is it for?
- Owners who currently judge the month by how busy it felt
- Shops needing figures for a CA or for filing
- Owners managing the shop remotely or across branches
- Anyone deciding what stock to buy next
The problem it solves
Most shop owners know their turnover and not their profit. Revenue is visible at the counter; expenses, credit given and the cost of stock are spread across places that never get added together.
Reports that require effort do not get run. The figures that would have changed a decision usually surface after the decision was made.
What's included
Sales reports
What you sold over a period, built from your invoices.
Purchase reports
What you bought in, so stock cost sits next to sales income.
Party reports
Customer and vendor positions, including what is still outstanding.
Profit-related reports
Income against costs, so profit is a figure rather than an impression.
Expense reports
What the shop spent, categorised, so it can be included in the picture.
Daily, weekly and monthly views
Look at a single day or a whole month from the same records.
Business summaries
Headline counts and figures for a quick read on how things stand.
Scheduled email reports
Have your reports sent to you automatically instead of going to find them.
How it works
Trade normally
Bills, purchases, payments and expenses recorded in Phoneo become the underlying data.
Open the report you need
Choose a sales, purchase, party, expense or profit report for the period you care about.
Schedule the ones you want regularly
Set up automatic email reports so recurring figures arrive without being requested.
Act on what they show
Adjust buying, chase outstanding amounts, or price slow stock based on real numbers.
Features in detail
Sales and purchase reports
Sales reports are built from your invoices, so they reflect what actually left the shop rather than what someone remembered to note down. Purchase reports do the same for stock coming in, which is what allows the two sides to be compared honestly.
For a mobile shop the comparison is the point: knowing you sold twenty handsets means little until you know what those handsets cost you.
Party reports
Party reports show where you stand with your customers and vendors — what they have transacted and what remains outstanding. This is the report that turns a vague sense that 'a lot of udhari is out there' into a list you can work through.
Profit and expense reports
Expenses recorded through Phoneo feed into the profit picture, which is what separates a profit figure from a turnover figure. Because margins are stored on individual stock units, the profit on what you sold is grounded in the real purchase prices rather than an average.
Scheduled email reports
Reports you want regularly can be scheduled so they arrive by email on their own. This is the feature that changes whether reports get used at all: a figure that lands in your inbox each morning gets read, while one that has to be fetched usually does not.
Scheduled email reports are available from the Diamond plan upward.
How is it different from registers, Excel or WhatsApp?
| Question | Registers and memory | Phoneo reports |
|---|---|---|
| What did we sell this month? | Count the bill book | Sales report |
| What did that stock cost? | Look it up separately | Purchase report |
| Did we make a profit? | Turnover minus a guess | Income against costs |
| Who owes us money? | Read the udhar diary | Party report |
| Do the figures reach me? | Only if I look | Scheduled by email |
Tutorials & videos
Step-by-step guides for the workflows on this page. Entries marked Video include a tutorial video.
Frequently asked questions
What business reports does Phoneo provide?
Phoneo provides sales, purchase, party, expense and profit-related reports, along with business summaries, and supports daily, weekly and monthly views.
Why do mobile shops need reports?
Because turnover is visible at the counter but profit is not. Reports bring sales, stock cost, expenses and outstanding credit together so decisions are based on the real position.
Can I get reports automatically?
Yes. Email reports can be scheduled so your figures arrive on their own rather than having to be looked up. Scheduled email reports are available from the Diamond plan upward.
Can I see reports for a specific period?
Yes. Reports can be viewed for a day, a week or a month depending on what you need.
Are reports useful for my CA?
Yes. Sales, purchase and expense records produced through Phoneo give your accountant figures drawn from your actual transactions.
Where do the numbers come from?
From the billing, stock and accounting records you create through normal use — reports are generated from those, not entered separately.
See How Your Shop Is Really Doing
Get sales, purchase, party, expense and profit reports from the work you are already recording.