Sales By Product Details Report

The report shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. Use this report to view product sales by customer location (state, country, etc.).


NOTE: Gift Cards are not included in this report.


Prerequisite


Data from this report can be exported in Excel, PDF or RTF format. 



Input:

Time PeriodAllows the user to select the time period from a list of options or set a custom date range.
Show COGSChoose whether COGS are calculated from COGS with the selected time period only or all COGS on the record.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 



Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 


Column Name
Description
SKU
Product SKU
Product
Product name
Order #
Sale Order number
Order Date
Sale Order date
Document #
Invoice number
Invoice Date
Invoice issue date
Invoice StatusStatus of issued invoice (e.g. Invoiced, Partially Invoiced, Invoiced/Credited)
Credit Note Date
Credit note issue date
Customer
Customer name
Customer TagsComma-separated customer tags
Sales Representative
Name of the Sales Representative associated with the sale
Brand Product Brand
CategoryProduct Category
FamilyProduct Family name
Product TagsComma-separated product tags
UnitProduct unit of measure
Customer Additional Attributes 1-10Values of customer additional attributes
Product Additional Attributes 1-10Values of product additional attributes
Customer
Customer name
Sales Representative
Name of the Sales Representative associated with the sale
YearYear of the sale issue
QuarterQuarter of the sale issue
MonthMonth of the sale issue
Weight
Weight of the sold quantity
Weight unitWeight unit of the product
Shipment DateDate of the shipment
Shipment StatusStatus of the shipment (Shipped or Not Shipped)
Shipping Address 1Shipment address line 1
CityShipment address city
StateShipment address state
CountryShipment address country
PostcodeShipment address postcode
Data Headers
Quantity
Quantity sold (Invoice - credit note restock)
Invoice
Invoice Line Total - Credit Note Line Total, including tax in base currency. Invoice Line Total is only included when the Invoice Date is within the specified From - To date range.
Sale
Invoice Line Total - Credit Note Line Total, excluding tax in base currency. Invoice Line Total is only included when the Invoice Date is within the specified From - To date range.
Tax
Invoice Line Tax - Credit Note Tax in base currency. Invoice Line Tax is only included when the Invoice Date is within the specified From - To date range.
COGS
Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Invoice COGS is only included when the Max Ship date under the Ship tab is within the specified From - To date range.
Credit Note COGS is only included when the Credit Note date is within the specified From - To date range.
Journals
Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount
Profit
Profit = Sale - COGS - Tax (in base currency)



NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.