Sales by Item Report window

SalesCS > Sales > Reporting menu > Sales by Item Report window

The Sales by Item report displays the type and quantity of items sold, as well as salesperson and register or batch information.

Include

Use the check boxes to specify the type(s) of sales to include in the report. The default selection is the check box corresponding to the type of sale in the module from which this window was opened.

Orders

Select this check box to include transaction information entered in the Sales Order Entry window.

Select this check box to include transaction information entered in the Sales POS Register window.

Transaction Type

• Posted (default): select this option to see transactions that have already posted to history.

• Unposted: select this option to see only current, unposted information on the report.

Report Type

Select the level of detail to include in the report, Detailed, Condensed, or Summary:

• Detailed (default): the Detailed report shows the stock number, description, posting reference, transaction line number, Salesperson Code, register, customer number, date, module, quantity, price, and extended price for each item in the report. Subtotals are included if specified.

• Condensed: the Condensed report shows the total quantity and extended price for each stock item included. No individual transaction information is included.

• Summary: the Summary report shows the total quantity of all items sold, along with their total extended price.

Subtotals

The report can be subtotaled by Inventory Code, module, product type, or salesperson. This option is only available if you select either Detailed or Condensed in the Report Type drop-down list.

Select the method by which you want the report subtotaled from the drop-down list. None is the default option, which means that there will be no subtotals on the report.

Start and End Ranges: Order Batch, Sales Register, Item, and Invoice/Receipt Date

Specify the range of registers, items and dates you wish to include in the report in the Start and End boxes. To specify a single item, enter the same information in both the Start and End boxes. To print for all items that meet the remaining criteria in the window, leave the defaults of Start and End in the Order Batch, Sales Register, and Item range boxes.

The default for the Date Start box is the first day of your fiscal calendar, and the default for the Date End box is the system date.

Date Range

From the drop-down, select a predefined period to run the report for.