Overview
The Sales History feature provides businesses with the ability to track transactions, analyze sales patterns, and gain insights into their commercial performance over time.The Sales History feature is currently in active development. This page documents the planned functionality and design.
Purpose
Sales tracking is essential for business intelligence and decision-making:Transaction Records
Maintain a complete log of all sales transactions
Revenue Analytics
Analyze revenue trends and patterns over time
Customer Insights
Track customer purchase behavior and preferences
Reporting
Generate reports for accounting and tax purposes
Planned Features
The Sales History system is being designed with comprehensive tracking capabilities:Transaction Recording
- Sale Details: Date, time, amount, payment method
- Product Information: Items sold, quantities, prices
- Discount Tracking: Applied discounts and final prices
- Customer Data: Customer name, contact (optional)
- Notes: Additional transaction notes or references
Analytics and Reporting
Feature Architecture
The sales history feature follows the feature-first pattern:Directory Structure
Data Model (Planned)
The sales data structure will include:sale_transaction.dart (planned)
Integration with Calculators
The sales history feature integrates with Numix’s calculation tools:From Discount Calculator
Recording Discounted Sales
Recording Discounted Sales
When a discount calculation is complete:
- User can tap “Record Sale” button
- Discount details are automatically populated
- Final price, savings, and tax are recorded
- Transaction is saved to history
From Sales Price Calculator
Tracking Margin Performance
Tracking Margin Performance
Sales can include pricing information:
- Record the sale price used
- Track actual profit margins achieved
- Compare planned vs actual margins
- Identify pricing strategy effectiveness
From Product Inventory
Stock Updates
Stock Updates
Each sale automatically affects inventory:
- Reduces product quantities
- Updates inventory value
- Triggers reorder alerts
- Links transaction to product records
State Management
The sales history will use Provider for state management:sales_history_provider.dart (planned)
Data Persistence
Sales data requires robust local storage:- SQLite Database (Recommended)
- JSON File Storage
Best for production use with many transactions
Analytics Dashboard (Planned)
The sales history screen will feature an analytics dashboard:Key Metrics
- Today’s Sales: Revenue, transaction count, average sale
- This Week: Comparison with previous week
- This Month: Monthly performance and trends
- Top Products: Best sellers by revenue or quantity
Visualizations
Chart Types
Filtering and Search
- Filter by date range
- Search by customer name
- Filter by product
- Filter by payment method
- Sort by amount, date, or customer
Reporting Capabilities (Planned)
Daily Sales Report
Daily Sales Report
Summary of all transactions for a specific day:
- Total revenue
- Number of transactions
- Average transaction value
- Payment method breakdown
- Hourly sales distribution
Product Performance Report
Product Performance Report
Analyze which products are driving revenue:
- Top 10 products by revenue
- Top 10 products by quantity sold
- Product-wise profit margins
- Slow-moving product identification
Tax Summary Report
Tax Summary Report
For accounting and tax compliance:
- Total sales before tax
- Total tax collected
- Tax breakdown by rate (if multiple rates)
- Period-specific tax reports
Customer Report
Customer Report
Track customer purchase patterns:
- Repeat customer identification
- Customer lifetime value
- Average purchase per customer
- Purchase frequency
Export Functionality (Planned)
Sales data can be exported for external analysis:- CSV Export: Import into Excel or Google Sheets
- PDF Reports: Professional formatted reports
- Email Reports: Send reports to accountant or management
- Cloud Backup: Sync to cloud storage (optional)
Privacy and Security
Sales data is sensitive and will be protected:- All data stored locally on device
- No data sent to external servers without explicit user consent
- Customer information is optional
- Data can be encrypted at rest (planned feature)
- Export files can be password-protected (planned)
Development Status
The Sales History feature is currently in the design phase. The screen placeholder exists at:
lib/features/sales_history/screens/sales_history_screen.dartThis is an excellent opportunity for contributors interested in data visualization and analytics. See the Contributing Guide.Related Features
Discount Calculator
Record discounted sales directly from calculator
Product Inventory
Link sales to inventory for stock tracking
State Management
Learn about Provider patterns used in Numix
Contributing
Help build the sales history feature