Reports overview

Omnix ships with sixteen PDF reports. Every one is generated by the same engine — same masthead, same currency formatting, same layout language — so once you know one, you know them all.

Daily

• Day book — every product sold today, every payment method, refunds, expenses, net cash. Use at end-of-day to know what came in and what went out.
• Z-report — shift-close. Cash + M-Pesa + card + insurance reconciled with cash variance flagged. Print at lock-up.

Weekly + monthly

• Top products — best sellers by units or revenue, optional profit column. Default range last 30 days.
• Payment mix — share of cash vs M-Pesa vs card. Useful for negotiating settlement fees.
• Aged receivables — customers who owe you, bucketed 0/30/60/90/90+. Trigger collections on the 90+ column.
• Aged payables — suppliers you owe, same bucket layout.

KRA filings

• VAT3 — monthly. See VAT3 filing.
• P10 — monthly. See P9 & P10 filing.
• P9 — yearly. Same.

Inventory

• Reorder list — products at-or-below their reorder level with suggested order quantity.
• Dead stock — products that haven't sold in N days but are still on hand. Default threshold 60 days.
• Stock-take variance — expected vs counted, with KES value of the variance.

Procurement

• GRN — Goods Received Note for any single receipt.
• Hardware Quote — branded quotation with bulk discount + VAT lines.

Pharmacy + insurance

• Controlled substances register — daily pharmacy compliance. Required by the Pharmacy & Poisons Board.
• Insurance claims batch — every claim submitted in a period, totals at the bottom.

Profitability

• P&L — period-bound. Revenue, COGS, gross profit, expenses, net profit. Ranges: 7d, 30d, MTD, 1Y, custom.

How to download a sample

Every report has a working sample PDF on the homepage compliance grid. Go to /#pdf-pack — the six tiles each link to a real generated PDF.