Profit & Loss By Product Report

This report shows the profits made per product within the specified period of time. It uses inventory movements to record sales proceeds from invoices related to fulfilment. It will include sales invoices regardless of date as long as the ship date falls within the specified date range. Use this report to see detailed financial information such as COGS, sale proceeds, amounts for non-sale operations (transfers, assembly, etc.) and profit.


Prerequisite:


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


Input:

Reporting PeriodAllow user to select the reporting 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 need to click More Fields to display them so they can be added to the report. 


Fields
LocationLocation name
SKUProduct SKU
ProductThe name of the product
UnitProduct unit of measure
TagsComma-separated product tags
CategoryProduct category
BrandProduct brand
FamilyProduct family name
Batch #Batch or Serial number if applicable
Expiry DateBatch Expiry Date if applicable
YearYear of stock movement date
QuarterQuarter of stock movement date
MonthMonth of stock movement date
Product Additional Attribute 1-10Values of product additional attributes
Data Headers
COGS
Total cost of goods sold amount
Sale Proceeds
Sale proceeds for the product
Production / Inventory / Transfer
Cost of the product spent on non-sale transactions
Profit
Profit = "Sale Proceeds" + "Production / Inventory / Transfer" - "COGS"


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

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.