Customer Orders by Product Report

Modified on: Fri, 4 Oct, 2019 at 7:49 PM

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:

Managing DEAR Reports

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

Input:

Time Period	Allow user to select the time period from a list of options are set custom a custom date range.
Layout	Set to the Default layout. Allows selection of saved layouts, if any.
Save Layout As	Allows saving of a layout for potential future use.
Reset Layout	Resets 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
SKU	Product SKU
Product	Name of the product
Category	Product category
Brand	Product brand
Document #	Invoice Number identifying 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 sale order
Quarter	Quarter of sale order
Month	Month of sale order
Family	Product Family name
Unit	Product unit of measure
Product Additional Attributes 1-10	Values of customer additional attributes
Product Tags	Invoice issue date
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 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 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 = Sale - COGS. In base currency.
Profit less journals	Profit - any additional journal transactions in base currency.
Grand Total	Grand total of sale orders

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