Sales & Adjustment Reports

///Sales & Adjustment Reports
Sales & Adjustment Reports 2016-09-19T00:25:14+00:00

Sales Reports

Sales by Date

This report requires at least a date or date range, and summarizes the sales by date. It is especially useful for end of month reporting, comparing aerotrack to your accounting software. Remember to also include the status of the sales if you only want to find parts invoices for a month for example.

Sales by Customer

This report requires at least the customer name, and summarizes the sales for this customer. You typically also add dates or date ranges to this report. Remember to also include the status of the sales if you only want to find service invoices for a month for example.

Sales by Department

This report requires at least a date range and will display all sales in that range grouped by department.

Sales by Item

This report requires at least the item code, and summarizes the sales by this code. You typically also add dates or date ranges to this report. This report is useful to track all the sales of a particular item within a period.

Sales by Job

This report requires at least the job no, and summarizes all sales of all items by that job no. This report is useful to track all the sales of items sold against a particular job no.

Sales by Usual Supplier

Lists sales by ‘Usual Supplier’ as specified by the usual suppliers name in inventory. Requires a date range and a suppliers name as a minimum.

Sales by Manufacturer

Lists sales by manufacturer as specified by the manufacturers name in inventory. Requires a date range and a manufacturer as a minimum.

Sales by Account (Detail)

Replaces the cost of goods sold report (detail). Reports all items sold per account code and sub summarises by sales status. Requires an account code and a date range. You can also optionally filter by customer.

Sales by Account (Summary)

Replaces the cost of goods sold report (summary). Reports all items sold per account code and summarises by sales status. Requires an account code and a date range. You can also optionally filter by customer.

Cost of Goods Sold by Date

This report requires at least a date range and displays all sales in that range with the cost and sell price of each item included. This allows the report to also show the profit made on each line item as well as on each sale as a subtotal.

Customer Listing

This report shows all customers in alphabetical order grouped by currency they trade in. No search requirements.

 

Adjustment Reports

Adjustments by Date

This report will show all inventory adjustments within a date range.

Adjustments by No.

This report will show all inventory adjustments searched by a particular adjustment no.