Sales Reports

View information about your sales via the Reports module. Most reports can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with Automation module subscriptions. 

Users will need the Sales Reporting permission to view or edit purchase reports. See Managing Users & Roles for more information on setting user permissions. 

This article displays a summary of each DEAR Sale report, click the links to see further information about each report and answers to common user questions. It is not possible to generate custom reports in DEAR, but the layout can be reorganised and existing report fields can be added and removed. Please check the tables in this article to see which fields are included in each report. 

For more information on searching, filtering, exporting and scheduling reports, please see Managing DEAR Reports. 

Sale Outstanding Quotes: Shows all authorised quotes without an authorised sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more. 

Sale Order Details: Shows details of sale orders. This detailed view to breaks down purchase orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more. 

Pending Sale Orders: Shows pending sale orders. A sale order is classed as pending if the order has been authorised but it does not yet have an authorised pick. Use this report to see item quantities required per customer, per sale order, per sales rep. and more. 

Fulfillment Details: Shows fulfillment details for authorised sale orders. Use this report to see fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more. 

Sale Invoices & Credit Notes: This report shows all authorised sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency. 

Sales Price History: This report shows sale price fluctuations for all active products during the selected time period. Price history can be further filtered by location, price tier, year, quarter, month and invoice date.

Sales Overview: 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.

Sales Profit Summary: Shows profit and additional financial summary for sales. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer for a selected reporting period. The output does not show product details. 

Profit by Sales Representatives: Shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details. 

Sales by Product Details: Shows quantities, profit and additional financial summary for sales by product in a given reporting period. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details Use this report to view product sales by customer location (state, country, etc.).

Sales by Product Summary: Shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location. 

Customer Orders by Product: 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. 

Sale Credit Notes by Product: Shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.

Sales Backorder Details: Shows all authorised sale orders containing backordered items which have not yet shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date … . This report does not show product availability in your inventory. 

Sales Backorder Summary: Shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to. 

Find Sale Backorder by Purchase Order: Allows finding all sales included in a specific purchase order created via the Reorder Backordered function. Use this report to see products ordered, quantity ordered, supplier and whether stock has been received yet. You can also change the column order to find purchase order by sale backorder. 

Customer Payment Details: Shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice. 

Customer Payment Summary: Shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. This report also shows the latest payment collection date. Output currency can be changed. This report does not break down totals by order/invoice. 

Inventory Velocity Report: Calculates reorder dates and suggests reorder quantities using the lead time, safety stock and velocity (units sold/day) parameters. Use this report to make sure you have enough inventory in stock to meet your forecasted sales.