Customer Orders by Product Report

This report shows detailed financial and quantity-related information about each product sold.


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 NameDescription
Category Product category
Brand Product brand

Customer Reference

 Customer Reference associated with the sale

Sales Representative

 Name of the sales representative associated with the sale
Tax Tax on sale order
Shipment Date Shipment date of the sale order
Year Year of sale order
Quarter Quarter of sale order
Month Month of sale order

SKU

 Product SKU

Product

Name of the product

Document #

Invoice Number identifying sale invoice

Date

Invoice issue date

Customer

Customer name
City City where the customer resides
Country Country where the customer resides

Location

Name of the location from where goods were picked/dispatched

Quantity

Quantity of the product sold (by invoice - credit note restock)

Invoice

Invoice Line Total - Credit Note Line Total including tax in base currency

Sale

Invoice Line Total - Credit Note Line Total excluding tax in base currency

Discount

Average Discount applied to the invoice line

COGS

Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when Max Ship date from Ship tab is within specified From - To date range. Will include Credit Note COGS only when Credit Note date is within specified From - To date range.

Journals

Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount

Profit

Profit = Invoice - COGS. In base currency.

Grand Total

Grand total of sale orders


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