Forum Discussion

marlonnz's avatar
marlonnz
Experienced User
2 months ago
Solved

Sales Report by Item - Showing Revenue and Cost of Sales

Hi,

I am after Sales Report for products sold for a period showing how much that item was sold and its cost (reconciled with relevant GL codes).  I need to report to easily check on the saleability and profitability of products. Any advise how to generate this report?

 

The report would be similar to this - 

Item No.DescriptionCard NameID No.DateQuantityPriceDiscountAmountJob No.Profit Margin $Status
            
            

 

The Sales [Item Detail] Report has got the item number on the first line, then followed by Card Name.  I need that Item Number in same row as the rest of the record.  I also need the description of the item as written in the transaction.

 

Thanks

Marlon

  • Hi Princess_R ,

    I thought there's another way, as I have been using two sales reports to export in excel as well export my item data to look up the GL code from the combined two sales reports.

    Then, I have the report I need.

     

    Regards

    Marlon

2 Replies

  • Hi marlonnz,

     

    There's no one sales report that can provide all the info you need at once, but you can run different sales reports and manually gather the data into an Excel sheet. You can start by checking out the Sales [Item Detail] report, then use the insert/modify option to add the details you require, or customise a report to suit your needs.

     

    Cheers,

    Princess

  • marlonnz's avatar
    marlonnz
    Experienced User
    2 months ago

    Hi Princess_R ,

    I thought there's another way, as I have been using two sales reports to export in excel as well export my item data to look up the GL code from the combined two sales reports.

    Then, I have the report I need.

     

    Regards

    Marlon