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In Sales Reports view, user is able to generate general and analysis sales reports of customers and products. The user can generate and print the list of the sales reports based on the selected Criteria. The following are the available reports:-

Report Description
Explanations
Customer Analysis
Customer Sales Summary Shows the summary transacted for a given period of time grouped per customer
Customer Sales Margin Summary Shows margin summary transacted for a given period of time grouped per customer
12 Months Customer Sales Summary Shows monthly sales summary transacted for a given period of time grouped per customer
Customer Sales Fulfillment Shows sales fulfillment transacted for a given period of time grouped per customer
Customer Sales – 2 Months Comparison Shows sales details per customer transacted during 2 different months
Customer Sales – 2 Quarters Comparison Shows sales details transacted during the different Quarter of the selected period
Open Sales Order by Customer Shows Approved Sales orders that are not delivered
Product Analysis
Product Sales Summary Shows sales summary transacted for a given period of time grouped per product
Product Sales Margin Summary Shows margin summary transacted for a given period of time grouped per product
Product Sales Details Shows product sales details with full invoice details for a given period of time
12 Months Product Sales Summary Shows monthly sales summary transacted for a given period of time grouped per product
Product Sales Fulfillment Summary Shows sales fulfillment transacted for a given period of time grouped per product
Product Sales Fulfillment Details Shows sales fulfillment details for a given period of time grouped per product
Product Sales Cost Summary Report Shows the Product Sales Cost Summary with transport and duty costs for the selected period
Product Sales Cost Details Report Shows the Details of Product Sales Cost with transport and duty costs for the selected period
Product Sales – 2 Months Comparison Shows sales details transacted during 2 different months
Product Sales – 2 Quarters Comparison Shows sales details transacted during 2 different Quarters of the selected period
Top % Mix & Highest Sales Charts Shows Top % Mix & Highest Sales Charts
This Year vs Last Year Comparison Chart Shows This Year vs Last Year Comparison Chart
Open Sales Order by Product Shows Approved Sales Order that are not delivered
Open Sales Order Details Shows Approved Sales Order that are not delivered
General Reports
Sales Documents Listing Shows sales documents list transacted in a given period of time
Sales Documents Margin Report Shows sales documents margin transacted in a given period of time
Monthly Sales Document Count Report Shows 12 month sales documents count from the selected fiscal period
Sales Price List Display Product Price details of all products under the given category, as defined in the sales price list
Trading Term Report Shows Trading Term Report
Inactive Customers Report Shows the inactive Customers for a period
Inactive Products Report Shows the inactive Products for a period
Payment Term Changes Report Shows payment term changes
Customer Credit Summary Shows credit summary for a customer
Wholesale Margin Report Shows Wholesale Margin Details
Cash On Delivery Report Shows Cash On Delivery Report
Daily Sales Order On Hold Report Shows Daily Sales Order On Hold Report

 

Below actions are available under “Sales Reports”:

Samooha icon2  View and search reports for Sales module

Sales report1

 

View and Search Reports for Sales Module

1. Enter search parameter to filter the result, i.e. type in the report name in the search textfield box at the top of the screen

Sales report search

2. Select a report from the list of reports available

3. Select the parameters to filter the report, i.e. by specific “Product Brand”, time period

4. Click plus_button button next to drop-down list to select multiple items (i.e. certain product brands). On the pop-up window, tick the box(es) of items to be included in the report, then click “OK” button

Sales report2

5. Click “Generate Report” button at the bottom right of the screen to generate the report; it will open a new tab with the selected report

Sales report3

6. On the selected report tab, some records are clickable – in this case the mouse pointer will change to a hand pointer hand_pointer– it is possible to click on these hyperlink records to open another report for that particular record or show transaction details of the record (see pictures below for an example of sales reports’ hyperlinks)

Sales report5Sales report6

7. At the bottom of the report tab, the following options are available:

Sales report7