Run a Sales by Company/ Product/ Variant/ Channel/ Assignee Report

The Sales by Company/ Product/ Variant/ Channel/ Assignee Report allows you to search for all past sales the you have made. The search can be filtered by any of the aforementioned attributes.

To view the Sales by Company/ Product/ Variant/ Channel/ Assignee Report, click on the ‘ Sales by Company/ Product/ Variant/ Channel/ Assignee’ tab in the Intelligence section.

In the report, you will see four fields to filter your searches;

  1. Report Type - Select if you want to filter by Company, Supplier, Variant etc.
  2. (When you select your report type two fields will be generated below. Specify in the empty field, which location, brand, company, customer, etc to search for)
  3. From & To - The time period within which you would like to set the report.

Note
The report filters orders based on the date the Sales Order was issued. If you enter dates between 15 March and 15 April, Sales Orders that were issued between those dates will be used to generate the report.

Once you have selected your filters, click on the "Apply Filters" button.

The report should now provide you with details regarding sales volume, costs, profit, sales and number of orders.

Two graphs should also be available of your top performing products in terms of revenue and profit.

You can then save the report as a .pdf, .csv or onto your Google drive.

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