This report shows overview of all sales filtered by sale order date. It shows COGS and Payment information even if effective date is outside of From - To date range.



Input:

Following are input for this report



From
Allow user to select a date i.e. beginning date of required report
To
Allow user to select a date i.e. closing/end date of required report
Update
Update button which refresh report results
Apply Filter
This button show option to set filter on fields used in report
Export
This button will allow user to export report data in Excel, PDF or RTF format


Output:

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.



Order #

 Sale Order Number identifying the sale.

Invoice #

 Invoice Number identifying sale invoice.

Customer

 Customer name.

Order Date

 Sale order date.

Status

 Sale status. The same as can be seen on Sales List.

Ready For Shipment

 Indicates if sale has been shipped, ready or not ready to be shipped.

Invoice

 Total of invoice - Total of credit note including tax in base currency.

Sale

 Total of invoice - Total of credit note excluding tax in base currency.

Paid

 Total Paid - Total Refunded in base currency.

Due

 Due amount = Invoice - Paid. In base currency.

COGS

 Cost of Goods Sold in base currency.

Journals

 Total of all Additional Transactions associated with the sale in base currency.

Profit

 Profit = Invoice - COGS. In base currency.

FX Gain/Loss

 Foreign Exchange gains and losses.

Invoice Date

 Invoice issue date.

Due Date

 Date when invoice is due for payment.

Sales Representative

 Name of sales representative associated with the sale.

Ship By

 Date when order needs to be shipped.

Customer Reference

 Customer reference.

Country

 Shipment address country.

State

 Shipment address state.

City

 Shipment address city.

Postcode

 Shipment address postcode.

Shipping Address 1

 Shipment address line 1.

Customer Tags

 Comma-separated customer tags.

Credit Note #

 Credit note number.

Quote Status

 Status of the quote.

Sale Order Status

 Status of the order.

Pick Status

 Status of the picking.

Pack Status

 Status of the packing.

Ship Status

 Status of the shipment.

Invoice Status

 Status of the invoice.

Credit Note Status

 Status of the credit note.

Notes

 Sale Notes.