The process of maintaining a systematic record of sales activity over a specific time period is known as Sales reporting. Additionally, information on sales volume, revenue, and customer acquisition expenses is provided in the sales reports.
In Sale Report you can view report by:
- Sale By Customer Summary
- Sale By Customer Detail
- Sale By Item Summary
- Sale By Item Detail
- Sale Item Detail By Region
- Sale By Invoice
- Sale By Salesperson Summary
- Sale By Salesperson Detail
- Sale By Detail Transaction
Go to view Sale Report in Localize book:
- Go to the Report menu.
- Click on Sales & Receivables>Sale Report.
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- Click on the icon
- Choose your Report Type that you want to view.
- Select your Date that you want to view.
- Click on the View button to view your report.
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Sale By Customer Summary
The Sales by Customer Summary report provides a broad overview of your sales by customer in terms of total amounts. It lists every client along with how much they spent with you.
This below is a template of Sale By Customer Summary:
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Sale By Customer Detail
The Sales by Customer Detail report is a detailed account of your sales, sorted and subtotaled individual transactions by customer.
This below is a template of Sale By Customer Detail:
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Sale By Item Summary
The Sales by Item Summary report is a general overview of your sales in subtotal, grand total, and gross profit amounts by item.
This below is a template of Sale By Item Summary:
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Sale By Item Detail
Based on a time period you specify, this report covers average unit cost, inventory retail value, inventory cost value, units sold, and other significant data.
This below is a template of Sale By Item Detail:
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Sale Item Detail By Region
The Sales Item Detail By Region reports by location are considered revenue analysis tools and are often used by corporate, regional and store managers to track sales performance for each store and the regions they roll up to.
This below is a template of Sale Item Detail By Region:
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Sale By Invoice
The Sale By Invoice report lists information about each customer’s invoice, including the invoice number, date, amount, and total miscellaneous charges. The client invoices in this report are examined.
This below is a template of Sale By Invoice:
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Sale By Salesperson Summary
The Sales by Salesperson reports show your company’s sales organized by salesperson, inventory item, other sales. These reports show about total sales for each salesperson on total cost, gross profit for each item. The Sale By Salesperson Summary reports show the summary report shows the number of Transactions that make up each item’s total. Double-click the salesperson’s name to drill down into the Sales by Salesperson Detail report in the report viewer.
This below is a template of Sale By Invoice:
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Sale By Salesperson Detail
The Sales by Salesperson reports show your company’s sales organized by salesperson, inventory item, other sales. These reports show about total sales for each salesperson on total cost, gross profit for each item. The Sale By Salesperson Detail report shows every sale for each salesperson, the total for each item, and the
salesperson’s sales totals. The source number for each transaction is also included in this report.
This below is a template of Sale By Salesperson Detail:
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Sale By Detail Transaction
The Sale By Detail Transaction report includes report type options such as Sale Receipt and Invoice. These reports show about total sales for each type on total cost, gross profit for each number of transactions.
This below is a template of Sale By Detail Transaction:
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