Difference between revisions of "Sales Reports"
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== 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 | ||
Revision as of 11:20, 3 March 2011
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
