Example Product Sales Report

Modified on Wed, 23 Oct at 10:46 AM

Using a Product Sales Report you can see how many products you have sold and their revenue over a date range. You can also filter by Product Category. 


STEP 1: Head to reports and click the New Report button in the top right. Select Product Sales report and then give it an appropriate name and description.  



STEP 2: Create columns with Payment Date, Bill number and Product Name. If you use them you can optionally add Accounting category, Accounting department and Nominal Code. Include the Unit Price, Item Total and either Net Bill Total (without tax) or Gross Bill Total (with tax) and make sure to tick Total for the last three price items, so you can see the total of these columns added together. 



STEP 3: For the filters, select a venue (if applicable) and then choose which date you would like to filter the results by from Bill date, the date the bill was created or Payment Date, the date when the payment was made. Optionally you can include Product Category if you wish to filter your report by categories as well. You can chose whether to use this filter at the time of creating the report. 



STEP 5: Optionally you can include Product Category if you wish to filter your report by categories as well, or use Accounting category, Accounting department and Nominal Code if you use them. If selected you will get the option to use a filter at the time of creating the report. Set the report permissions and then Save your report. 


You now have report to show you the sales and amounts of your products. 

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