Sale Overview Report

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


Inputs


The report inputs are shown in the table below.


NameDescription
From
Beginning date of the report
To
Closing/end date of the report
Update
Refreshes the report results based on the latest data
Apply Filter
Sets filter on fields used in the report
Export
Allows export of report data to Excel, PDF or RTF
Layout
Set to the Default layout. Allows selection of saved layouts, if any.


Outputs


After setting the inputs described above, pressing the Update button refreshes the report based on the selected inputs. The output fields are shown in the table below.


Column Name
Description
Shipment Date
 Shipment date for the Sale Order

Order #

 Sale Order Number identifying the sale

Invoice #

 Invoice Number identifying the sale invoice

Order Date

 Sale order date

Customer

 Customer name

Status

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

Ready For Shipment

 Indicates if the 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

Grand Total

 Total sales amount


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