Customer Orders by Product Report

This report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.


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.
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. 


Fields
SKUProduct SKU
ProductName of the product
CategoryProduct category
BrandProduct brand
Document #Invoice Number identifying the sale invoice
DateInvoice issue date
CustomerCustomer name
LocationName of the location from where goods were picked/dispatched
Customer ReferenceCustomer Reference associated with the sale
Sales RepresentativeName of the sales representative associated with the sale
Customer TagsComma-separated Customer Tags
Customer Additional Attributes 1-10Values of customer additional attributes
YearYear of the sale order
QuarterQuarter of the sale order
MonthMonth of the sale order
FamilyProduct Family name
UnitProduct unit of measure
Product Additional Attributes 1-10Values of product additional attributes
Product TagsInvoice issue date
CityCustomer address city
CountryCustomer address country
StateCustomer address state
PostcodeCustomer address postcode
Data Headers
QuantityQuantity of the product sold (by invoice - credit note restock)
InvoiceInvoice Line Total - Credit Note Line Total including tax in base currency
SaleInvoice Line Total - Credit Note Line Total excluding tax in base currency
TaxTax on the sale order
DiscountAverage Discount applied to the invoice line
COGSCost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when the Max Ship date from the Ship tab is within the specified From - To date range. Will include Credit Note COGS only when the Credit Note date is within the specified From - To date range.
JournalsTotal of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount
ProfitProfit = Sale - COGS (in base currency)
Profit less journalsProfit - any additional journal transactions in base currency
Grand TotalGrand total of sale orders

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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