Sales Summary By Product

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:29 PM by Datapel Integration

Description

This article explains how to open Analyse Sales Report by Product. This report display Sales Orders List.

Workflow Restriction

Kit Header items do not have a sell or buy price, they are a place holder for a set of sellable items that groups them together. The report is the standard behaviour for Kit items to not show a value. The sale screen sums this up in the header row for ease of editing and viewing.

Detail Steps

To access Report:

Open WMS.
Select Reports > Sales > Sales Summary > By Product.
Select Report Set (select *Default if no additional customisations done).
Select Customer or *Show All.

5. Select Location or *Show All.

6. Select Item or *Show All.

7. Select Salesperson or *Show All.

8. Select Date range.

9. Select Date Type.

10. Select Sale type.

11. Select Priority or *Show All.

12. Select Approval or *Show All.

13. Select Report Type: Summary or Detail.

14. Open Advanced Tab.

15. Select Supplier or *Show All.

16. Select Pick Status or *Show All.

17. Select Filter Status: By Order or Line.

18. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All.

19. Generate Report.

Example Report in Summary Type:

Example Report in Detail Type:

Related Information

If you encounter an issue running Report, please contact Datapel Support team.

Exporting Reports