This report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.
Prerequisite
Table of Contents
Data from this report can be exported in Excel, PDF or RTF format.
Input:
| Reporting Period | Allows the user to select the reporting period from a list of options or set a custom date range. The report is filtered by transaction dates (COGS within range) or invoice date (all COGS). (See NOTE below.) |
| Show COGS | Choose whether COGS are calculated from COGS with the selected time period only or all COGS on the record. |
| Layout | Set to the Default layout. Allows selection of saved layouts, if any. |
| Save Layout As | Allows saving a layout for potential future use. |
| Reset Layout | Resets the layout to the default layout or selected saved layout. |
NOTE: Customer orders by product report pulls entries based on transactions dates (if COGS within date range is selected) or invoice dates (if all COGS is selected.
Transaction dates include invoice authorisation, ship tab authorisation (COGS) and payments. For dropshipped products, COGS transactions are triggered when dropship purchase invoice is authorised. If you need COGS to have same date as the invoice, you need to change delivery date same as the invoice date (you can undo the ship tab to do this.)
If only COGS within date range is selected, a) you may see invoice dates from before the reporting period (with COGS transactions within the reporting period) and b) may see some 0 COGS values (if the ship date is out of the reporting period).
If All COGS is selected, the report will pull entries by invoice date, but COGS will be shown regardless of when the ship tab was authorised. If the ship tab has NOT yet been authorised, COGS will be 0.
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 Configure Layout menu to add some of them to your report.
| Fields | |
| SKU | Product SKU |
| Product | Name of the product |
| Category | Product category |
| Brand | Product brand |
| Document # | Invoice Number identifying the sale invoice |
| Date | Invoice issue date |
| Customer | Customer name |
| Location | Name of the location from where goods were picked/dispatched |
| Customer Reference | Customer Reference associated with the sale |
| Sales Representative | Name of the sales representative associated with the sale |
| Customer Tags | Comma-separated Customer Tags |
| Customer Additional Attributes 1-10 | Values of customer additional attributes |
| Year | Year of the sale order |
| Quarter | Quarter of the sale order |
| Month | Month of the sale order |
| Family | Product Family name |
| Unit | Product unit of measure |
| Product Additional Attributes 1-10 | Values of product additional attributes |
| Customer Additional Attributes 1-10 | Values of customer additional attributes |
| Product Tags | Invoice issue date |
| Shipment Date | Date order was shipped |
| City | Customer address city |
| Country | Customer address country |
| State | Customer address state |
| Postcode | Customer address postcode |
| Data Headers | |
| 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 |
| Tax | Tax on the sale order |
| 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 the Max Ship date from the Ship tab is within the specified From - To date range. Will include Credit Note COGS only when the Credit Note date is within the 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 = Sale - COGS (in base currency) |
| Profit less journals | Profit - any additional journal transactions in base currency |
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.