Sales analysis (Reports menu)

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Various reports are available on the Reports → Sales analysis menu to analyse sales documents.  

Sales documents per period (Reporting groups):

Five (5) reporting groups (i.e. Debtor group 1, Debtor group 2, Document group 1, Document group 2 and Salespersons):

1.Sales per period – This will list both the transaction details of posted invoices and credit notes for a selected period or date(s).

2.Invoices per period – This will list the transaction details of posted invoices only for a selected period or date(s).

3.Credit notes per period – This will list the transaction details of posted credit notes only for a selected period or date(s).

4.Quotes per period – This will list the transaction details of confirmed (posted) quotes only for a selected period or date(s).  

Sales per product - Stock group 1 and Stock group 2 are also available to analyse the sales and returns of trading stock items (default stock type).






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