Sales History - Detailed
The Sales History – Detailed Report presents Sales Order variants that have been invoiced as well as the total margin realized after deducting the total invoiced inventory cost (variant’s quantity * average cost upon delivery) from the total invoiced amount.
Sales History – Detailed Report Overview
Report Filters
- Transaction Date From – This filter will show the sales orders issued to the customers from the Transaction Date selected.
- Transaction Date To – This filter will show the sales orders issued to the customers from the Transaction Date selected.
- Location – This filter will show the sales orders issued to the customers from the location/s selected.
- Brand – This filter will show the sales orders based on the brand selected.
- Category – This filter will show the sales orders of the products that fall under the category selected.
- Product Variant – This filter will show the sales orders of the product variant selected.
- Customer – This filter will show the sales orders issued to the specific customer/s selected.
- Customer Group – This filter will show the sales orders issued to the customers from the customer group selected.
- Sales Agent – This filter will show the sales orders under the sales agent selected.
- Stock Type – This filter will make it so that only sales of the products of this stock type would be displayed.
Sales History – Detailed Report Columns
- Date – This column shows the dates the transactions (sales orders) were made.
- Product – This column shows the products that were sold.
- Transaction# – This column shows all sales order numbers.
- Customer – This column shows the customers involved in the sales order transactions.
- Location – This column shows the warehouses involved in the sales order transactions.
- Unit Price – This column shows the price per unit of the product.
- Quantity Invoiced – This column shows the quantity of the products that have been invoiced.
- Net Sales – This column shows the total sales after taxes and returns for the product.
- Cost of Goods Sold – This column shows the total inventory cost of the products that have been invoiced.
- Profit Margin – This column shows the total profit for the products sold.
- Profit Margin (%) – This column shows the profit margin in percentage.
Export Sales History – Detailed Report to PDF or Excel
- In the Sales History – Detailed Report, click Export.
- There are two Export options: Export to PDF and Export to Excel. Click your desired format.
- Upon clicking your desired format, the file will be automatically downloaded to your computer.
- You may also view the Export History of the report.
Related Article: Sales History – Summary