Sales By Product Summary 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. This report does not allow the output to be customised by customer location.


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. 


Field
SKUProduct SKU
ProductProduct name
Category
Product category
Brand
Product brand
Family
Product family
UnitUnit of measure
Product TagsComma-separated product tags
Weight
Weight of the product
Weight Units
Weight per unit
Shipment Date
Shipment date for the Sale Order
CustomerCustomer name
Sales RepresentativeCompany sales representative responsible for the Sale Order
Customer ReferenceCustomer Reference associated with the sale
Customer Tags
Comma-separated customer tags
Customer Additional Attribute 1-10
Values of customer additional attributes
Product Additional Attribute 1-10
Values of product additional attributes
Data Headers
QuantityQuantity of the product ordered (doesn't include restocked quantity)
InvoiceTotal of invoice - Total of credit note including tax in base currency
SaleTotal of sale order excluding tax in base currency
TaxTotal tax from the sale order
COGS
Cost of Goods Sold in base currency
JournalsTotal of all Additional Transactions associated with the sale in base currency
ProfitProfit = Sale - COGS (in base currency)
Profit less JournalsProfit - Journals in base currency

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



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