Reporting FAQ

Q: I noticed this is not available anymore. can you confirm if this is an issue when reporting our sales from this format? We run Customer Orders by Product Report.

A: This is the correct report for you. It will show you how many products were invoiced/credited during specified period. It is based on invoice/credit note dates for the period. If you see COGS value that means the goods were shipped.

Q: Is there a chance of overlap of one order into the next quarter? i.e a double up of sales?

A: No, invoice lines are based on invoice date and credit note lines are based on credit note date. So no double up should happen.

Q: Do you know any way of updating the city, states and countries in Customer Orders by Product Report? I assume you can't override this information but wanted to check.

A: Unfortunately it is by design that we don't change data on sales/purchases when you update reference entries on customers/suppliers. There is no easy way of changing these except manually updating every single sale. 

Q: We have been downloading the Customer Orders by Product Report on a monthly basis, but it has come to my attention that our profit margins might be askew because in some months a deposit has been received before the item has been built and allocated. This is coming up with a 100% margin. Does this mean that the sum of these reports will show a higher than actual average margin? 

A: Yes, this reports shows you data based on when cost is received. So if you sold item in one month and didn't include cost of the item (because To date of the report is prior to cost change date, then COGS won't have the value of the cost change that happened next month. One report that is shows accumulated cogs regardless of cost change date is sale overview report. Please also note that COGS transactions may also be even after shipping date in case of sold goods cost changes with the later effective date. When you authorise purchase invoice for received stock in 3 month after stock received, this report will only show you COGS if report date range will actually include purchase invoice date.

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