Sale Overview Report

This report shows an overview of all sales, the customer and the sale and shipment status. Use this report to get a snapshot of sales status and financials (amount invoiced, paid, due, COGS, profit, etc.). The overview does not show product information.


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.


Fields
Order #
Sale Order Number identifying the sale
Order Date
Sale order date
Customer
Customer name
Invoice #
Invoice Number identifying the sale invoice
Invoice DateDate of invoice authorisation
Due DatePayment due date according to payment terms specified in document header.
Sales RepresentativeSales Representative assigned to the sale order
NotesNotes from sale order document header
Customer TagsAny customer tags
Customer Reference
Reference field from the sale document header
Status
Sale status. The same status can be seen on the Sales List. For example, if there is insufficient inventory and it is not possible to pick stock, status will remain in Picking  until stock becomes available and picking can be performed.
Quote StatusQuote status. Possible values are Draft, Authorised and Not Available (no quote).
Sale Order StatusSale order status. Possible values are Draft, Authorised, Fulfilled and Not Available. 
Invoice StatusInvoice status. Possible values are Not Invoiced, Invoiced, Invoiced/Credited and Not Available.
Payment StatusPayment status. Possible values are Prepaid, Partially Paid, Paid, Unpaid and Overpaid/Credited.
Pick StatusPicking status. Possible values are Not Picked, Picking, Picked and Not Available. 
Pack StatusPacking status. Possible values are Not Packed, Packing, Packed and Not Available. 
Ready For Shipment
Indicates if the sale has been shipped, ready or not ready to be shipped.
Ship StatusShipping status. Possible values are Not Shipped, Shipping, Not Shipped and Not Available. This refers to the status of the ship tab.
Fulfilment StatusFulfilment status. Possible values are Not Fulfilled, Fulfilled and Not Available. This refers to the fulfilment status of the entire order. 
Ready For ShipmentIndicates if the sale has been shipped, ready or not ready to be shipped.
Ship ByRequired By date entered in sale document header if applicable
Shipment Date
Shipment date for the Sale Order
Shipment Line 1Line 1 from sale shipping address
CityCity from sale shipping address
StateState from sale shipping address
CountryCountry from sale shipping address
PostcodePostcode from sale shipping address
Customer Additional Attribute 1-10
Values of customer additional attributes
Data Headers
QuotedTotal of sale quote  including tax in base currency
OrderedTotal of sale order including tax in base currency
SaleTotal of sale order excluding tax in base currency
InvoiceTotal of invoice - Total of credit note including tax in base currency
Lines
Total of sale lines including tax in base currency (Invoice - additional charges)
Additional ChargesTotal of additional charges including tax in base currency
PaidTotal Paid - Total Refunded in base currency
DueDue amount = Invoice - Paid. In base currency.
COGSCost of Goods Sold in base currency
JournalsTotal of all Additional Transactions associated with the sale in base currency
ProfitProfit = Sale - COGS. In base currency.
Profit less JournalsProfit - Journals in base currency
FX Gain/LossForeign Exchange gains and losses
Grand TotalTotal sales amount


NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

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