Sales reports allow you to track the value of products moving between your customers and you as you make sales and process returns. A sale is made when you issue customers with invoices.
Do you know that you can track sales transaction made by the customers within the system? You can do this by going to the Sales menu > Sales Report by Customer.
You may filter the display result based on the following criteria: Doc Date, Customer Group, Customer, Tag Group, Stock Group, and Item Code. You are able to drill down to the transactions by clicking on the Doc. No..
To print the report, click on the Print button. This will open your report in a .pdf format. You may also export the report in excel.
Our reporting feature also lets you to view sales report pertaining to a certain item. You can do so by navigating to the Sales menu > Sales Report by Item.
To filter the display result, select one or more criteria from the following fields: Doc Date, Stock Group, Customer, Item Code, and Tag Group. You can view the details of the transaction by clicking on the Doc. No.
Clicking on the Print button lets you save your report in .pdf format whereas exporting the records allows you to keep records in excel file.