Omer Farooq at 06:51, 7 December 2015

2015-12-07T06:51:36Z

Eliza at 00:20, 3 March 2011

2011-03-03T00:20:17Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:49:47Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 00:20, 3 March 2011
Line 25:		Line 25:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	Selecting the Sales Reports icon will open the Report Selector menu displaying the list of Sales related reports.
		+
		+	'''How to Use Sales Reports'''
		+
		+	*Select Sales
		+	*Select Sales Reports
		+
		+	'''Sales Reports Detail'''
		+
		+	*[[Accounts_Receivable_Report]] - A detailed report of all accounts receivable with filters for Summary, Details
		+	and Extra Details
		+	*'''Commission List''' - A list of commissions earned showing details of the calculation
		+	*'''Customer Balance Detail''' - Detailed list of outstanding balances for each customer
		+	*'''Customer Details List''' - List of customers showing discounts and special discounts
		+	*'''Customer Express List''' - Customer list showing AR & AP balances as well as Sales Order balances
		+	*[[Customer_List]] - Standard Customer List
		+	*'''Customer Summary Report''' - Report showing sales and Gross Profit per customer for a date range
		+	*'''Customer Type List''' - List of Customer Types created for purpose of Extra Sell pricing
		+	*'''Customer Type Price List''' - List of Extra Sell prices and discounts by product and Customer Type
		+	*[[Employee_Summary]] - Summary of sales by employee including margins
		+	*'''Employee Summary by Period''' - Summary of sales by employee including margins by Month, Quarter or
		+	Year
		+	*'''Foreign Sales Report''' - List of sales transacted in a Foreign Currency
		+	*'''Invoice Backorders''' - List of backordered Invoices
		+	*[[Marketing Ratio Report]]- List of calls with ratios of different actions
		+	*'''Product Report''' - Product Sales Projection based on past sales
		+	*'''Product Sales Summary''' - List of sales by product
		+	*'''Product Sales Summary (By Column)'''
		+	*[[Profit and Loss]] - Full Profit & Loss Report
		+	'''*Profit and Loss Summary''' - Profit & Loss by week, month etc
		+	*'''Quote Details Report''' - List of quote line items
		+	*[[Quote_List]] - List of Quotes with filters for Converted and Completed
		+	*'''Quote Status Report''' - List of Quotes with filters for Converted and Completed
		+	*'''Sales Commission''' - List of sales showing commission details
		+	*'''Sales List''' - List of all sales transactions (Sales Order, Invoice, POS and Cash Sale)
		+	*'''Sales Order Backorders''' - List of all backordered Sales Orders
		+	*[[Sales_Order_List]] - List of all Sales Orders
		+	*'''Sales Order Report''' - List of all Sales Order line items
		+	*'''Sales Order Status Report''' - List of Sales Orders showing status (shipped or backorder)
		+	*'''Sales Order Summary Report''' - Summary of Sales Orders by customer
		+	*[[Sales_Pipeline_Report]]- summary activity by the Quote/Lead Status<LinkId=1237> of each Lead or Quote.
		+	*'''Sales Ratios Report''' - Report of sales ratios by employee
		+	*'''Sales Report''' - List of completed sales transaction lines (excluding Sales Orders)
		+	*'''Sales Reward Points''' - List of Sales Reward Points by customer
		+	*'''Sales Summary Report''' - Summary of Sales by various periods (day, weekday, week, month,etc
		+	*'''Shipping Agent List''' - List of Shipping Agents
		+	*'''Stock Turnover Report''' - Summary of turnover by product for a date range

@@ Line 23: / Line 23: @@
 [[Sales Ratio Report]]
 [[Sales Reports]]
 </menu>
 == Overview ==

Sales Reports - Revision history

Omer Farooq at 06:51, 7 December 2015

Eliza at 00:20, 3 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."