Sales ReportsEnglishالعربيةfrançaisTagalogहिन्दी

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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 Sales Report Consolidated

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