Key List Reports Overview

List reports allow you to drag and drop fields to produce a two dimensional view of your data. List report have some ability to hide details and thus produce a summary report. But are not as flexibility as analysis reports. List reports are suitable for internal reporting but do not produce output to the same presentation quality as form reports.

List reports are particularly suited to cases where their is no existing list view accessible from the navigation view that quite fits your requirements. For example product suppliers show on each product, but there is no list view on the navigation menu showing all product suppliers. If you need to output a list of all product suppliers or a group larger than those shown on one product, a list view report might be the best solution.

Notes:

(1)  Built in reports are deployed as standard with the Readysell system. Additional reports may be downloaded into Readysell by clicking on the Readysell store button above the reports list views

(2) Readysell uses a data "cube" process to improve performance of some reports. Some of the reports will show as blank if the appropriate cube is not turned on for your site. If required contact Readysell support to assist with appropraite setup of the data cube task for your site.

 

ReportID
Report Name
Built In
Category
Key Columns
How To Run The Report (2)
Purpose

Show Me

L-002Bankings ReportYesFinancials - Cash BookDate, Site, Transaction Type, Transaction Number, Value,Tender, Account Site, Description

Reports>List Reports>Bankings Report

You have a choice with Parameters, either the Date Range and Site Parameters or by Date Range or by Date Range Tender Site Parameters or by Pay In Pay Out Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Site Parameters
Select the Region (or leave it blank to show all regions), select the Site, select the Start Date, select the End Date, click on OK

Date Range
Select the Start Date and then select the End Date, click on OK

Date Range Tender Site Parameters
Select the Start Date and then select the End Date, select the Tender (or leave it blank for all tenders to show), select the Region (or leave it blank to show all regions), select the Site, click on OK

 Pay In Pay Out Parameters
Select the Start Date and then select the End Date, select the Region (or leave it blank to show all regions), select the Site, click on OK

The bankings report gives you a list of banking transactions for the date range and any other parameter information you entered.
 Show me

L-001EOM Cashbook Balancing ReportYesFinancials - Cash BookDate, Transaction Number, Value

Reports>List Reports>EOM Cashbook Balancing Report

You have a choice with Parameters, either the Date Range and Site Parameters or by Date Range or by Date Range Tender Site Parameters or by Pay In Pay Out Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Site Parameters
Select the Region (or leave it blank to show all regions), select the Site, select the Start Date, select the End Date, click on OK

Date Range
Select the Start Date and then select the End Date, click on OK

Date Range Tender Site Parameters
Select the Start Date and then select the End Date, select the Tender (or leave it blank for all tenders to show), select the Region (or leave it blank to show all regions), select the Site, click on OK

Pay In Pay Out Parameters
Select the Start Date and then select the End Date, select the Region (or leave it blank to show all regions), select the Site, click on OK

The EOM Cashbook Balancing Report shows you a list of all cash book transactions for the date range and any other parameter information you entered.
 Show me

L-003General Ledger Detailed ReportYesFinancials - General LedgerAccount Site ID, Account Site Account Description, Transaction Type Code, Transaction Type Description, Debit Value, Credit Value, Movement

Reports>List Reports>General Ledger Detailed Report

You have a choice with Parameters, either the Date Range and Account Range Parameters or by Date Range Parameters or by Date Range Specified Accounts And Site Parameters or by Period Range Account Range and Site Parameters or by Period Range specified Accounts and Site Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Account Range Parameters
Select the Start Date and then select the End Date, select the Start Account, select the End Account, Tick the check box for Hide Zero Values, click on OK

 Date Range Parameters
Select the Start Date and then select the End Date, click on OK

 Date Range Specified Accounts And Site Parameters
Select the Start Date and then select the End Date, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

 Period Range Account Range and Site Parameters
Select the Start Period and then select the End Period, select the Start Account, select the End Account, select the Site, Tick the check box for Hide Zero Values, click on OK

 Period Range Specified Accounts And Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

The General Ledger Detailed Report gives you a detailed list of general ledger accounts used per day and a total value of those accounts per day.
 Show me

L-006General Ledger Extract (by Transaction) ReportYesFinancials - General LedgerSite ID, Date, Description, Account Site Display Name, Tender ID, Reconciled, Debit Value, Credit Value

Reports>List Reports>General Ledger Extract (by Transaction) Report

You have a choice with Parameters, either the Date Range and Account Range Parameters or by Date Range Parameters or by Date Range Specified Accounts And Site Parameters or by Period Range Account Range and Site Parameters or by Period Range specified Accounts and Site Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Account Range Parameters
Select the Start Date and then select the End Date, select the Start Account, select the End Account, Tick the check box for Hide Zero Values, click on OK

Date Range Parameters
Select the Start Date and then select the End Date, click on OK

Date Range Specified Accounts And Site Parameters
Select the Start Date and then select the End Date, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

Period Range Account Range and Site Parameters
Select the Start Period and then select the End Period, select the Start Account, select the End Account, select the Site, Tick the check box for Hide Zero Values, click on OK

Period Range Specified Accounts And Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

The General Ledger Extract (by Transaction) Report gives you a list of transaction numbers which are then broken down to GL account code and their debit and credit values. A Total is given for each transaction number also.
 Show me

L-005General Ledger Extract (with Balance) ReportYesFinancials - General LedgerDate, Transaction Type Code, Transaction Number, Description, Account Site ID, Tender ID, Reconciled, Debit Value, Credit Value, Running Balance

Reports>List Reports>General Ledger Extract (with Balance) Report

You have a choice with Parameters, either Date Range Specified Accounts and Site Parameters or Period Range Specified Accounts and Site Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

General Ledger Extract (with Balance) Report
Select the Start Date and then select the End Date, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

 Period Range Specified Accounts and Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

The General Ledger Extract (with Balance) Report gives you a list of transaction types and the corresponding transaction numbers which are then broken down to GL account site codes. Are the accounts reconciled and also shows their debit and credit values with a running balance.
 Show me

L-004General Ledger Extract ReportYesFinancials - General LedgerDate, Transaction Type Code, Transaction Number, Description, Account Site ID, Tender ID, Reconciled, Debit Value, Credit Value

Reports>List Reports>General Ledger Extract Report

You have a choice with Parameters, either the Date Range and Account Range Parameters or by Date Range Parameters or by Date Range Specified Accounts And Site Parameters or by Period Range Account Range and Site Parameters or by Period Range specified Accounts and Site Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Account Range Parameters
Select the Start Date and then select the End Date, select the Start Account, select the End Account, Tick the check box for Hide Zero Values, click on OK

Date Range Parameters
Select the Start Date and then select the End Date, click on OK

Date Range Specified Accounts And Site Parameters
Select the Start Date and then select the End Date, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, GL account codes are listed as a standard but you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

Period Range Account Range and Site Parameters
Select the Start Period and then select the End Period, select the Start Account, select the End Account, select the Site, Tick the check box for Hide Zero Values, click on OK

Period Range Specified Accounts And Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, Tick the check box for Hide Zero Values, you can also select any number of GL account codes you wish to report on using the Insert button on the Accounts box, click on OK

The General Ledger Extract Report gives you a list of transaction types and the corresponding transaction numbers which are then broken down to GL account site codes. It shows if the accounts reconciled and also shows their debit and credit values.
 Show me

L-007GST Detailed ReportYesFinancials - TaxDate, Site, Transaction Number, Account Site, Product Site, Tax Code, Value Ex Tax, Value Inc Tax, GST Paid Value, GST Received Value, Card, Description.

Reports>List Reports>GST Detailed Report

You have a choice with Parameters, either the Date Range and Site Parameters or by Date Range Parameters or by Period Range and Site Parameters or by Period Range and Site Parameters. Select which parameter you wish to use and click on 'Show Report Using Parameter'.

Date Range and Site Parameters
Select the Region (or leave it blank to show all regions), select the Site, Select the Start Date and then select the End Date, click on OK

Date Range Parameters
Select the Start Date and then select the End Date, click on OK

Period Range and Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, click on OK

Period Range and Site Parameters
Select the Start Period and then select the End Period, Select the Region (or leave it blank to show all regions), select the Site, click on OK

The GST Detailed Report is used for BAS reporting. It shows you a list of BAS codes, each of those BAS codes transaction types which is then broken down by transactions that fall under those types, and a total value for each BAS Code.
 Show me

L-012Alternate Product ID ReportYesInventoryProduct Category Name, Product ID, Product Name, ID, Product ID Type, Product Unit

Reports>List Reports>Alternate Product ID Report

You have a choice with Filters, either All Products or Available Products. Select which filter you wish to use and click on 'Show Report Using Filter'.

All Products
There are no required entry fields on this filter, just select and run it.

Available Products
There are no required entry fields on this filter, the query at the bottom shows it will not show any products that have a status of Archived.

Alternate Product ID Report shows a list of products (depending on your filter) and all of those products' alternate IDs and any corresponding product units.

This report is a way of looking at alternate ID's listed in your product file and if you think there is a duplicate, you can export the report and search on that duplicate code to see which product that duplicate belongs to.

 Show me

L-010Product Location ReportYesInventoryProduct Category Name, Product ID, Product Name, Location Site ID, Location Code, Qty on Hand

Reports>List Reports>Product Location Report

You have a choice with Filters, either All Locations or All Locations (Current Site) or All Locations with Stock or All Locations with Stock (Current Site). Select which filter you wish to use and click on 'Show Report Using Filter'.

All Locations
There are no required entry fields on this filter. It shows all products for all locations regardless of which site they belong to

All Locations (Current Site)
There are no required entry fields on this filter. The query at the bottom shows it will be for whatever site you are logged in as (bottom left hand corner of your Readysell window)

All Locations with Stock
There are no required entry fields on this filter. The query at the bottom shows it is used for showing only products with stock on hand

All Locations with Stock (Current Site)
There are no required entry fields on this filter. The query at the bottom shows it is used for showing only products with stock on hand and it will be for whatever site you are logged in as (bottom left hand corner of your Readysell window)

The Product Location Report is a report showing a list of products by location.

The report can be used to identify which locations are being used and/or which stock may be required to adjusted to another location.

 Show me

L-009Product Movements ReportYesInventoryDate, Site, Transaction Type, Transaction Number, Card, Quantity, Quantity On Hand, Value Ex Tax

Reports>List Reports>Product Movement Report

You have a choice with Parameters, either Date Range and Site Parameters or Date Range and Supplier Parameters. Select which filter you wish to use and click on 'Show Report Using Parameters'.

Date Range and Site Parameters
Select the Region (or leave it blank to show all regions), select the Site, select the Start Date and then select the End Date, click on OK 

Date Range and Supplier Parameters
Select the Supplier (or leave it blank to show all suppliers), select the Start Date and then select the End Date, click on OK

The Product Movements Report shows the product movements by Category for all products that had movements per category based on the filter selected.
 Show me

L-022Product Price LevelYesInventoryProduct ID, Product Name, Calculation Method, Gross Profit, Markup, Price level, Fixed Unit Price Inc Tax, Sell Price Break

Reports>List Reports>Product Price Level

There is a filter available to you called All Product Price Levels. Select this filter and click on 'Show Report Using Filter'.

This product Price Level report is a list of all of your products showing the price levels on them, what calculation method is being used for the sell price, the GP on the price, the markup on the price, what the sell price is and if there is any sell price break on the sell price. Click on the header column name Product ID and it will group all the products price levels by product ID.
 Show me

L-008Product ReportYesInventoryProduct ID, Name, Quantity Rank, Value Rank, Default Sell Unit Description, Default Price Level Price inc Tax

Reports>List Reports>Product Report

There is a filter available to you called All Products. Select this filter and click on 'Show Report Using Filter'.

This Product Report is a list of all of your products but only shows the pricing for the price level that is marked as Default Price Level.
 Show me

L-011Product Site ReportYesInventoryProduct Category Name, Product ID, Product Name, Site ID, Qty on Hand, Min Reorder Quantity, Max Reorder Quantity, Default Product Price Level Fixed Unit Price Inc Tax, Last Received, Last Shipped

Reports>List Reports>Product Site Report

There is a filter available to you called All Product Sites. Select this filter and click on 'Show Report Using Filter'.

The Product Site Report is a list of all of your products by site but only shows the pricing for the price level that is marked as Default Price Level inclusive of the category, min max quantities, last date received and last date shipped.
 Show me

L-013Stock Quantity Adjustment ReportYesInventoryStock Quantity Adjustment Date, Stock Quantity Adjustment Transaction Number, Product, Supplier, Site, Stock Quantity Adjustment Type, Adjustment Quantity, Value, Created By, Description

Reports>List Reports>Stock Quantity Adjustment Report

There is a Parameter available to you called Stock Quantity Adjustment Parameters. Select this parameter and click on 'Show Report Using Parameters'.

Select the Start Date, select the End Date, select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the Stock Quantity Adjustment Reason you want to report on, use the tick box as flagged if you want to Exclude Automatic Adjustments, use the tick box as flagged if you want to Exclude Location Transfer Adjustments, click on OK

You can use the Stock Quantity Adjustment Report to report on stock quantity adjustments based on an adjustment reason. Used by management to track what's being adjusted and by how much.
 Show me

L-018Stock ReportYesInventoryProduct ID, Product Name, Calculated Quantity On Hand, Calculated Value On Hand

Reports>List Reports>Stock Report

There is a Parameter available to you called Stock Report Parameters. Select this parameter and click on 'Show Report Using Parameters'.

Select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the Category you want to report on (or leave it empty to select all categories), select the Supplier (or leave it empty to select all suppliers), select the Start Date, select the End Date, use the tick box as flagged if you want to Include Non Stock Products, use the ticket box as flagged if you want to Include Archived Products, use the tick box as flagged to Include Out Of Stock Products, select a date for Not Shipped Since (limits to only products that haven't been shipped since that date) click on OK

This Stock Report gives you a list of all products, what their stock on hand figure is and what the value of the stock on hand figure is. It groups it by Site by Category. There are no total values for the category, no total values for the site.
 Show me

L-019Stock Report (at Cost and Sell)YesInventorySite ID, Product Category Name, Product ID, Product Name, Quantity on Hand, Value on Hand (at Cost), Value on Hand (at Sell Ex), Value on Hand (at Sell Inc)

Reports>List Reports>Stock Report (at Cost and Sell)

There is a Parameter available to you called Stock Report Parameters. Select this parameter and click on 'Show Report Using Parameters'.

Select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the Category you want to report on (or leave it empty to select all categories), select the Supplier (or leave it empty to select all suppliers), select the Start Date, select the End Date, use the tick box as flagged if you want to Include Non Stock Products, use the ticket box as flagged if you want to Include Archived Products, use the tick box as flagged to Include Out Of Stock Products, select a date for Not Shipped Since, click on OK

The Stock Report (as Cost and Sell) shows you a list of all products and what the value on hand at cost and sell is of that stock.
 Click here to expand...

L-020Stock Report (at Last Cost)YesInventorySite ID, Product Category Name, Product ID, Product Name, Quantity on Hand, Product Supplier Last Each Cost, Value on Hand (at Last Cost)

Reports>List Reports>Stock Report (at Last Cost)

There is a Parameter available to you called Stock Report Parameters. Select this parameter and click on 'Show Report Using Parameters'.

Select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the Category you want to report on (or leave it empty to select all categories), select the Supplier (or leave it empty to select all suppliers), select the Start Date, select the End Date, use the tick box as flagged if you want to Include Non Stock Products, use the ticket box as flagged if you want to Include Archived Products, use the tick box as flagged to Include Out Of Stock Products, select a date for Not Shipped Since, click on OK

This Stock Report (at Last Cost) gives a value of stock on hand at cost pricing based on the primary product supplier's last cost.
 Click here to expand...

L-017Stock Report (Real-Time)YesInventoryProduct ID, Product Name, Qty on Hand, Value On Hand

Reports>List Reports>Stock Real Time Report Parameters

There is a Parameter available to you called Stock Real Time Report Parameters, select this parameter and click on 'Show Report Using Parameters'.

Select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the Category you want to report on (or leave it empty to select all categories), select the Supplier (or leave it empty to select all suppliers), use the tick box as flagged if you want to Include Non Stock Products, use the ticket box as flagged if you want to Include Archived Products, use the tick box as flagged to Include Out Of Stock Products, select a date for Not Shipped Since, click on OK

The Stock Report (Real-Time) shows the value of stock on hand totalled by Category and a grand total of all products.
 Show me

L-021Stock Summary (Cubed)YesInventoryCategory, Description, Quantity On Hand, Value On Hand

Reports>List Reports>Stock Summary (Cubed)

There is a Parameter available to you called Stock Cube Parameters, select this parameter and click on 'Show Report Using Parameters'.

Select the Region (or leave this empty to show all regions), select the Site (or leave empty to show all sites), select the date for this report to be based on, click on OK

This stock summary cubed report gives you a report listing of your products by Site, their quantity on hand and the value of stock on hand.
 Show me

L-016Stock Transfer In Line ReportYesInventoryFrom Site, Stock Transfer In Date, Stock Transaction Number, Reference Number, Product ID, Product Name, Unit Quantity Expected, Unit Quantity Received, Product Unit, Cost Ex Tax Expected, Cost Ex Tax Received

Reports>List Reports>Stock Transfer In Line Report

There are Filters set for you to choose from in this report. Select the filter and click on Show Report Using Filter

All Stock Transfers In
No prompts - will show all stock transfers in

Outstanding stock Transfers In
No prompts - Does not include any posted, posting or cancelled stock transfers in

Stock Transfers In in Last 30 Days
No prompts - Only shows transfers for the last 30 days

Stock Transfers In in Last 60 Days
No prompts - Only shows transfers for the last 60 days

Stock Transfers In in Last 7 Days
No prompts - Only shows transfers for the last 7 days

 Stock Transfers In Yesterday
No prompts - Only shows transfers for yesterday

This Stock Transfer In Line Report shows you line by line what products are on transfer, the site they are transferred from, the site they are transferred to, the date of the transfer, the quantity on transfer. The amount of data you get in your report is reliant upon the filter you choose to run.
 Show me

L-015Stock Transfer In ReportYesInventoryFrom Site, Date, Transaction Number, Reference Number, Cost Ex Tax Expected, Cost Ex Tax Received

Reports>List Reports>Stock Transfer In Report

There is a Parameter set for you to use. Select it and click on Show Report Using Parameters

Stock Transfer In Parameters
Key in the Start Date, key in the End Date, select the From Site (leave empty if you want all transfers in), select the To Site (leave empty if you want all transfers in), tick the box for Outstanding Only if you only want the outstanding stock transfer ins.

This report can show you a list of transfers in by date range
 Show me

 

L-014Stock Transfer Out ReportYesInventoryFrom Site, To Site, Date, Transaction Number, Stock Transaction In Transaction Number, Reference Number, Cost Ex Tax

Reports>List Reports>Stock Transfer Out Report

There is a Parameter set for you to use. Select it and click on Show Report Using Parameters

Stock Transfer Out Parameters
Key in the Start Date, key in the End Date, select the From Site (leave empty if you want all transfers in), select the To Site (leave empty if you want all transfers in), tick the box for Outstanding Only if you only want the outstanding stock transfer ins.

This report shows you a list of transfers out by date range
 Show me

 

L-023Purchase Receipt ReportYesPurchasingTransaction Number, Date, Supplier, Purchase Order, Value Inc Tax

Reports>List Reports>Purchase Receipt Report

There are Filters you can choose to run. Select a filter and click on Show Report Using Filter

All Purchase Receipts
No prompts - gives a list of all supplier purchase receipts by site 

Outstanding Purchase Receipts
No prompts - the filter means only outstanding receipts will show in the report 

Uninvoiced Purchase Receipts
 No prompts - the filter means only outstanding receipts that are not invoiced as yet will show in the report

The Purchase Receipt Report is designed to show you purchase receipt transactions that are in your system. What shows to screen is dependent upon which filter you choose to run with
 Show me

L-027Card ReportYesRelationshipsCard ID, Name, Charge To Card ID, Card Type Description, Overall Rank, Account Street 1 Address, Account Street 2 Address, Account Street 3 Address, Account Street 4 Address, Account Address Suburb, Account Address Post Code, Account Address State, Primary Contact Phone, Primary Contact Fax, Primary Contact Email Address, Purchase Person Name, Primary Sales Person User Name

Reports>List Reports>Card Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Cards
No prompts - the filter allows all cards to show on this report inclusive of customer and suppliers etc. 

All Customers
No prompts - the filter allows only all customers to show on this report

All Suppliers
No prompts - the filter allows only all suppliers to show on this report

On Stop Customers
No prompts - the filter allows only all on stop customers to show on this report

On Stop Suppliers
No prompts - the filter allows only all on stop suppliers to show on this report

The card report is designed to show you a list of what is in your card file according the the filter you choose to run with
 Show me

L-029Card Summary Name and Address ReportYesRelationshipsCard ID, Name, Card Type Description, Account Address Street 1, Account Address Street 2, Account Address Street 3, Account Address Street 4,

Reports>List Reports>Card Summary Name and Address Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Customers
No prompts - the filter allows only all customers to show on this report

All Suppliers
No prompts - the filter allows only all suppliers to show on this report

On Stock Customers
No prompts - the filter allows only all on stop customers to show on this report

On Stop Suppliers
No prompts - the filter allows only all on stop suppliers to show on this report

The card report is designed to show you a list of what is in your card file according the the filter you choose to run with, gives you chance to look at the account addresses and contact.
 Show me

L-032Contact People ReportYesRelationshipsCard ID, Card Name, Name, Job Description, Phone, Mobile, Fax, Email Address, Web ID, Is Accounts Receivable, Is Primary Contact, Is Accounts Payable, Is Purchasing Officer, Is Sales, Is Management

Reports>List Reports>Contact People Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Customers
No prompts - the filter allows only all customers to show on this report

All Suppliers
No prompts - the filter allows only all suppliers to show on this report

On Stock Customers
No prompts - the filter allows only all on stop customers to show on this report

On Stop Suppliers
No prompts - the filter allows only all on stop suppliers to show on this report


This Contact People Report gives you a list of the contacts on the card file, what their role is, their email address, etc.
 Show me

L-033Contract Products ReportYesRelationships

Contract Name, Contract Description, Contract Version Number, Contract Start Date, Contract End Date, Product ID, Product Name, Contract Price Type, Value, Min Qty, Max Qty, Min Value, Max Value, Tax Code, GP %, Replacement Product Display Name

Reports>List Reports>Contract Products Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

Active Contract Products
No Prompts - This filter shows only active contracted products

All Contract Products
No Prompts - Shows all contracted products 

This report gives you a list of all products on contract pricing by contract name
 Show me

 

L-028Customer Conversion ReportYesRelationships

Card ID, Name, ABN, Charge To Card ID, Card Type Description, Overall Rank, Account Address Street 1, Account Address Street 2, Account Address Street 3, Account Address Street 4, Account Address Suburb, Account Address Post Code, Account Address State, Country, Delivery Address Name, Delivery Address Street 1, Delivery Address Street 2, Delivery Address Street 3, Delivery Address Street 4, Delivery Address Suburb, Delivery Address Post Code, Delivery Address State, Primary Contact Phone, Primary Contact Fax, Primary Contact Email Address, Purchasing Person Name, Customer Credit Limit, Price Level, Primary Sales Person User Name

Reports>List Reports>Customer Conversion Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Customers
No Prompts - will show all customers flagged as Is Customer 

On Stop Customers
No Prompts - will show all customers flagged as Is Customer and has a status of On Stop

This report gives you the basic details on your customers for you to use for reviewing
 Show me

L-030EOM Customer Open Items ReportYesRelationshipsCard ID, Card Name, Date, Transaction Type, Value, Tax Value

Reports>List Reports>EOM Customer Open Items Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Customers
No Prompts - Will show all customer open items

On Stop Customers
No Prompts - Will show all customer open items and has a status of On Stop 

Part Paid or Not Allocated
No Prompts - Will show all customer open items that is either part paid or not allocated

This report is used usually as part of your end of the month to show what open items have not been paid or allocated
 Show me

L-026EOM Supplier Open Items ReportYesRelationshipsCard ID, Card Name, Date, Transaction Type, Transaction Number, Description, Value, Allocated Value, Balance

Reports>List Reports>EOM Supplier Open Items Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Suppliers
No Prompts - Will show all Supplier open items

On Stop Suppliers
No Prompts - Will show all Supplier open items and has a status of On Stop 

Part Paid or Not Allocated
No Prompts - Will show all Supplier open items that is either part paid or not allocated

This report is used usually as part of your end of the month to show what open items have not been paid or allocated
 Show me

L-031Factoring Outstanding ReportYesRelationshipsCard ID, Card Name, Date, Transaction Number, Balance

Reports>List Reports>Factoring Outstanding Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Customers
No Prompts - Shows all customers 

All Suppliers
No Prompts - Shows all suppliers 

On Stop Customers
No Prompts - Shows all customers who have a status of On Stop

On Stop Suppliers
No Prompts - Shows all suppliers who have a status of On Stop

Should you use factoring which involves selling debtors to external company. You need to be able to report to the factorying customer on what was sold.
 Show me

L-034Loyalty Points ReportYesRelationshipsSale Invoice Date, Sale Invoice Transaction Number, Product ID, Product Name, Value Ex Tax Invoiced, Value In Tax Invoiced, Loyalty Points Gained, Loyalty Points Redeemed

Reports>List Reports>Loyalty Points Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Loyalty Invoices

Loyalty Invoices Created in Last 30 Days

Loyalty Invoices Created in Last 60 Days

Loyalty Invoiced Created in Last 7 Days

Loyalty Invoices Created Today

Loyalty Invoices Created Yesterday

This is a loyalty points report lists all products on what sale they had loyalty points for
 Show me

 

L-025Supplier Open Items (By Date)YesRelationshipsCard ID, Card Name, Date, Transaction Type, Transaction Number, Purchase Invoice Transaction Number, Description, Value

Reports>List Reports>Supplier Open Items (By Date)

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Suppliers
No Prompt - shows open items for all suppliers

On Stop Suppliers
No Prompt - shows open items for suppliers who have a status of on stop 

This report lists all supplier open items by date
 Show me

L-024Supplier Open Items ReportYesRelationshipsCard ID, Card Name, Description, Transaction Type, Date, Value, Balance

Reports>List Reports>Supplier Open Items Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Suppliers
No Prompt - shows open items for all suppliers

On Stop Suppliers
No Prompt - shows open items for suppliers who have a status of on stop

This report lists all supplier open items
 Show me

L-069Discounted LinesYesSales

Sale Shipment Date, Sale Shipment, Product, Discount Percent, Discount Value Shipped, Value Inc Tax Shipped

Reports>List Reports>Discounted Lines

There are Parameters and Filters you can choose from on this report. Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Discounted Lines Parameters
Key in Start Date, End Date, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

Filters:

All Discount Lines
No Prompts - All sales lines that are discounted 

Lines Discounted in Last 30 Days
No Prompts - All sales lines that were discounted in the last 30 days

Lines Discounted in Last 60 Days
No Prompts - All sales lines that were discounted in the last 60 days 

Lines Discounted in Last 7 Days
No Prompts - All sales lines that were discounted in the last 7 days 

Lines Discounted Today
No Prompts - All sales lines that were discounted today 

Lines Discounted Yesterday
No Prompts - All sales lines that were discounted yesterday 

This report shows you all sales lines that have a discount on them by date
 Show me

L-037Gift Voucher MovementsYesSalesGift Voucher Product ID, Gift Voucher Number, Gift Voucher Status, Gift Voucher Expiry Date, Gift Voucher Balance, Site, Date, Transaction Type, Transaction Number, Reference Number, Value

Reports>List Reports>Gift Voucher Movements

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Key in Start Date, End Date, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

Date Range Parameters
Key in Start Date, End Date, click on OK

Period Range and Site Parameters
Key in Start Period, End Period, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK 

Period Range Date Parameters
Key in Start Period, End Period, click on OK 

Filters:

All Gift Voucher Movements
No Prompts -  shows all gift voucher movements

Gift Vouchers Movements in Last 30 Days
No Prompts -  shows all gift voucher movements for the last 30 days 

Gift Vouchers Movements in Last 60 Days
No Prompts -  shows all gift voucher movements for the last 60 days
 

Gift Vouchers Movements in Last 7 Days
No Prompts -  shows all gift voucher movements for the last 7 days 

Gift Vouchers Movements Today
No Prompts -  shows all gift voucher movements for today only 

Gift Vouchers Movements Yesterday
No Prompts -  shows all gift voucher movements for yesterday 

This is a list of all movements in respect to selling and redeeming gift vouchers.
 Show me

L-035Gift Voucher ReportYesSalesProduct ID, Voucher Number, Status, Date, Expiry Date, Value, Balance

Reports>List Reports>Gift Voucher Movements

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Key in Start Date, End Date, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

Date Range Parameters
Key in Start Date, End Date, click on OK

Filters:

All Gift Voucher Movements
No Prompts -  shows all gift voucher movements

Gift Vouchers Movements in Last 30 Days
No Prompts -  shows all gift voucher movements for the last 30 days 

Gift Vouchers Movements in Last 60 Days
No Prompts -  shows all gift voucher movements for the last 60 days 

Gift Vouchers Movements in Last 7 Days
No Prompts -  shows all gift voucher movements for the last 7 days 

Gift Vouchers Movements Today
No Prompts -  shows all gift voucher movements for today only 

Gift Vouchers Movements Yesterday
No Prompts -  shows all gift voucher movements for yesterday

Outstanding Gift Vouchers
No Prompts - shows all current outstanding gift vouchers

A list of all gift vouchers with
 Show me

 

L-038Lay-By Payments ReportYesSalesLay by Payment Reference Number, Site, Lay by Payment Date, Lay by Payment Transaction Number, Lay by Payment Reference Number, Tender ID, Value, Change, Rounding

Reports>List Reports>Lay-By Payments Report

There are Filters on this report for you to choose from. Select a filter and click on Show Report Using Filter

All Lay-By Payments
No Prompts -  shows all gift voucher movements

Lay-By Payments in Last 30 Days
No Prompts -  shows all gift voucher movements for the last 30 days 

Lay-By Payments in Last 60 Days
No Prompts -  shows all gift voucher movements for the last 60 days 

Lay-By Payments in Last 7 Days
No Prompts -  shows all gift voucher movements for the last 7 days 

Lay-By Payments Today
No Prompts -  shows all gift voucher movements for today only 

Lay-By Payments Yesterday
No Prompts -  shows all gift voucher movements for yesterday

Outstanding Lay-Bys
No Prompts - shows all current outstanding gift vouchers

 
 Show me

 

L-036Lay-By ReportYesSalesTransaction Number, Reference Number, Customer, Value Inc Tax, Paid Value, Balance

Reports>List Reports>Lay-By Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Key in Start Date, End Date, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

Date Range Parameters
Key in Start Date, End Date, click on OK

Period Range and Site Parameters
Key in Start Period, End Period, Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

Period Range Parameters
Key in Start Period, End Period, click on OK

Filters:

All Lay-Bys
No Prompts -  shows all gift voucher movements

Lay-Bys in Last 30 Days
No Prompts -  shows all gift voucher movements for the last 30 days 

Lay-Bys in Last 60 Days
No Prompts -  shows all gift voucher movements for the last 60 days 

Lay-Bys in Last 7 Days
No Prompts -  shows all gift voucher movements for the last 7 days 

Lay-Bys Today
No Prompts -  shows all gift voucher movements for today only 

Lay-Bys Yesterday
No Prompts -  shows all gift voucher movements for yesterday

Outstanding Lay-Bys
No Prompts - shows all current outstanding gift vouchers

 
 Show me

 

L-068Product Sales Detailed ReportYesSalesSale Shipment Date, Sale Shipment, Site, Product, Each Qty Shipped, Value Ex Tax Shipped, Value Inc Tax Shipped

Reports>List Reports>Product Sales Detailed Report

There is a Parameter you can choose from on this report.  Select the parameter and click on Show Report Using Parameters

Product Sales Detailed Parameters
Select the product, select the Start Date, select the End Date, select a Region (leave empty if you want to report on all regions), Site (leave empty if you want to report on all sites), click on OK

This product sales detailed report lists a product sold by date
 Show me

L-067Product Sales ReportYesSalesProduct ID, Product Name, Primary Product Supplier Name, Primary Product Supplier Cost Price 1, Default Product Price Level Fixed Unit Price Inc Tax, Original Sell Price, Sales Quantity, Sales Value Ex Tax, Sales Value Inc Tax, Sales Margin, Sales Margin Percent, Sales Gross Profit Percent, Qty on Hand, Calculated Quantity On hand

Reports>List Reports>Product Sales Report

There are Filters you can choose from on this report. Select the filter you wish to use and click on Show Report Using Filter

All Products
No Prompts - shows all products for this report 

Current Products
No Prompts - shows all products that do not have a status of Archived 

Current Stocked Products
No Prompts - shows all products that do not have a status of Archived and are marked as stock control products

The product sales report gives you a list of products sold grouped by category
 Show me

L-045Sale Invoice Line ReportYesSalesSales Invoice Transaction Number, Sale Invoice Reference Number, Sale Invoice Customer Name, Product ID, Name, Qty, Product Unit Code, Price Inc, Disc, Tax Code, Tax Value, Value

Reports>List Reports>Product Sales Report

There are Filters you can choose from on this report. Select the filter you wish to use and click on Show Report Using Filter

All Invoice Lines
No Prompts - shows all invoice lines 

Invoice Lines Created in Last 30 Days
No Prompts - shows all invoice lines from the last 30 days 

Invoice Lines Created in Last 60 Days
No Prompts - shows all invoice lines from the last 60 days 

Invoice Lines Created in Last 7 Days
No Prompts - shows all invoice lines from the last 7 days 

Invoice Lines Created Today
No Prompts - shows all invoice lines created today only 

Invoice Lines Created Yesterday
No Prompts - shows all invoice lines created yesterday only 

Outstanding Invoice Lines
No Prompts - shows only outstanding invoice lines 

The Sale Invoice Line Report gives you the sales lines according the filter you chose for all products for all customers by site.
 Show me

L-044Sale Invoice ReportYesSalesTransaction Number, Reference Number, Customer Name, Value Ex Tax Invoiced, Value Inc Tax Invoiced

Reports>List Reports>Sale Invoice Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), key in Start Date, key in End Date, click on OK

Date Range Parameters
Key in Start Date, key in End Date, click on OK

Filters:

All Invoices
No Prompts - shows all invoice lines 

Invoices Created in Last 30 Days
No Prompts - shows all invoices from the last 30 days 

Invoices Created in Last 60 Days
No Prompts - shows all invoices from the last 60 days 

Invoices Created in Last 7 Days
No Prompts - shows all invoices from the last 7 days 

Invoices Created Today
No Prompts - shows all invoices created today only 

Invoices Created Yesterday
No Prompts - shows all invoices created yesterday only 

Outstanding Invoices
No Prompts - shows only outstanding invoices

The Sale Invoice Report gives you a list of invoices for customers based on the parameter or filter your chose by Site. The report is totalled at the bottom of the report.
 Show me

L-041Sale Order Line ReportYesSalesSale Order Transaction Number, Sale Order Reference Number, Sale Order Customer Name, Product ID, Name, Allocated Qty, B/O Qty, Qty, Product Unit Code, Price Inc, Disc, Tax Code, Tax Value, Value Inc

Reports>List Reports>Sale Order Line Report

There are Filters you can choose from on this report. Select the filter you wish to use and click on Show Report Using Filter

All Order Lines
No Prompts - shows all order lines 

Order Lines Created in Last 30 Days
No Prompts - shows all order lines from the last 30 days 

Order Lines Created in Last 60 Days
No Prompts - shows all order lines from the last 60 days 

Order Lines Created in Last 7 Days
No Prompts - shows all order lines from the last 7 days 

Order Lines Created Today
No Prompts - shows all order lines created today only 

Order Lines Created Yesterday
No Prompts - shows all order lines created yesterday only 

Outstanding Order Lines
No Prompts - shows only outstanding order lines 


This is a Sale Order Line Report that you can use to assess where your orders are currently at. It is in order by site, by customer by product and gives you an overall total at the bottom.
 Show me

L-039Sale Order Payments ReportYesSalesOrder Payment Sale Order Reference Number, Site, Order Payment Date, Order Payment Transaction Number, Order Payment Reference Number, Tender ID, Value, Change Rounding

Reports>List Reports>Sale Order Payments Report

There are Filters you can choose from on this report. Select the filter you wish to use and click on Show Report Using Filter

All Order Payments
No Prompts - shows all order payments 

Order Payments Created in Last 30 Days
No Prompts - shows all order payments from the last 30 days 

Order Payments Created in Last 60 Days
No Prompts - shows all order payments from the last 60 days 

Order Payments Created in Last 7 Days
No Prompts - shows all order payments from the last 7 days 

Order Payments Created Today
No Prompts - shows all order payments created today only 

Order Payments Created Yesterday
No Prompts - shows all order payments created yesterday only 

Outstanding Order Payments
No Prompts - shows only outstanding order payments 

The Sale Order Payments Report gives you a list of all sales orders that have had payments made against them, it shows all payments made against those orders, and the total value paid by site
 Show me

L-040Sale Order ReportYesSalesTransaction Number, Reference Number, Customer Name, Value Inc Tax Ordered, Paid Value, Balance

Reports>List Reports>Sale Order Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), key in Start Date, key in End Date, click on OK

Date Range Parameters
Key in Start Date, key in End Date, click on OK

Filters:

All Orders
No Prompts - shows all orders 

Orders Created in Last 30 Days
No Prompts - shows all orders from the last 30 days 

Orders Created in Last 60 Days
No Prompts - shows all orders from the last 60 days 

Orders Created in Last 7 Days
No Prompts - shows all orders from the last 7 days 

Orders Created Today
No Prompts - shows all orders created today only 

Orders Created Yesterday
No Prompts - shows all orders created yesterday only 

Outstanding Orders
No Prompts - shows only outstanding orders

The Sale Order Report gives you a list of all sales orders, the value ordered, the value of payments against any orders and the balance remaining outstanding according to the criteria you selected listed by site and the site values are totalled.
 Show me

L-043Sale Shipment Line ReportYesSalesSale Shipment Transaction Number, Sale Shipment Reference Number, Sale Shipment Customer Name, Product ID, Name, Qty, Product Unit Code, Location Code, Price Ex, Price Inc, Disc, Tax Code, Tax Value, Value

Reports>List Reports>Sale Shipment Line Report

There are Filters you can choose from on this report. Select the filter you wish to use and click on Show Report Using Filter

All Shipment Lines
No Prompts - shows all shipment lines 

Outstanding Shipment Lines
No Prompts - shows only outstanding shipment lines 

Shipment Lines Created in Last 30 Days
No Prompts - shows all shipment lines from the last 30 days 

Shipment Lines Created in Last 60 Days
No Prompts - shows all shipment lines from the last 60 days 

Shipment Lines Created in Last 7 Days
No Prompts - shows all shipment lines from the last 7 days 

Shipment Lines Created Today
No Prompts - shows all shipment lines created today only 

Shipment Lines Created Yesterday
No Prompts - shows all shipment lines created yesterday only 

The sale shipment line report shows you all lines on sale shipment at this point in time based on the filter you selected. It shows by site and gives a total value at the end of the report.
 Show me

L-042Sale Shipment ReportYesSalesTransaction Number, Reference Number, Customer Name, Value Ex Tax Shipped, Tax Value Shipped, Value Inc Tax Shipped

Reports>List Reports>Sale Shipment Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Date Range and Site Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), key in Start Date, key in End Date, click on OK

Date Range Parameters
Key in Start Date, key in End Date, click on OK

Filters:

All Shipments
No Prompts - shows all shipments

Outstanding Shipments
No Prompts - shows only outstanding shipments

Shipments Created in Last 30 Days
No Prompts - shows all shipments from the last 30 days 

Shipments Created in Last 60 Days
No Prompts - shows all shipments from the last 60 days 

Shipments Created in Last 7 Days
No Prompts - shows all shipments from the last 7 days 

Shipments Created Today
No Prompts - shows all shipments created today only 

Shipments Created Yesterday
No Prompts - shows all shipments created yesterday only

The sales shipment report gives you a list of all sales shipments according to the criteria you selected. All values are totalled at the end of the report.
 Show me

L-049Sales and Stock (3 Monthly) ReportYesSalesSite ID, Card ID, Product ID, Product Name, Category Name, Manufacturer, Cost Price, Sell Price, Original Sell Price, Overall Qty On Hand, Warehouse Qty On Hand, Site Qty On Hand, Site Net Qty On Hand, Qty Sold, Value Sold

Reports>List Reports>Sale and Stock (3 Monthly) Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Sales by Site by Product Cubed Report Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), Leave unticked Show only products with sales week, Leave unticked Show only products with sales month, Leave ticked Show only products with sales 3 months, Leave unticked show only products with sales year, Leave ticked Include obsolete product, Leave unticked Include discontinued products, Suppliers - use the New button to add in suppliers you may wish to only report on, click on OK

 Filters:

All Stocked Products
No Prompts - Shows all products 

Stock Products with Sales
No Prompts - Shows all products that have a sale within the last 3 months 

This report gives you a Quarterly list of all products based on the criteria you selected when running the report.
 Show me

L-048Sales and Stock (Monthly) ReportYesSalesSite ID, Card ID, Product ID, Product Name, Category Name, Manufacturer, Cost Price, Sell Price, Original Sell Price, Overall Qty On Hand, Warehouse Qty On Hand,Site Qty On Hand, Site Net Qty On Hand, Qty Sold, Value Sold

Reports>List Reports>Sales and Stock (Monthly) Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Sales by Site by Product Cubed Report Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), Leave unticked Show only products with sales week, Leave ticked Show only products with sales month, Leave unticked Show only products with sales 3 months, Leave unticked show only products with sales year, Leave ticked Include obsolete product, Leave unticked Include discontinued products, Suppliers - use the New button to add in suppliers you may wish to only report on, click on OK

 Filters:

All Stocked Products
No Prompts - Shows all products 

Stock Products with Sales
No Prompts - Shows all products that have a sale within the last month

This report gives you a Monthly list of all products based on the criteria you selected when running the report.
 Show me

L-047Sales and Stock (Weekly) ReportYesSalesSite ID, Card ID, Product ID, Product Name, Category Name, Manufacturer, Cost Price, Sell Price, Original Sell Price, Overall Qty On Hand, Warehouse Qty On Hand,Site Qty On Hand, Site Net Qty On Hand, Qty Sold, Value Sold

Reports>Sales and Stock (Weekly) Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Sales by Site by Product Cubed Report Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), Leave ticked Show only products with sales week, Leave unticked Show only products with sales month, Leave unticked Show only products with sales 3 months, Leave unticked show only products with sales year, Leave ticked Include obsolete product, Leave unticked Include discontinued products, Suppliers - use the New button to add in suppliers you may wish to only report on, click on OK

 Filters:

All Stocked Products
No Prompts - Shows all products 

Stock Products with Sales
No Prompts - Shows all products that have a sale within the last week

This report gives you a Weekly list of all products based on the criteria you selected when running the report.
 Show me

L-050Sales and Stock (Yearly) ReportYesSalesSite ID, Card ID, Product ID, Product Name, Category Name, Manufacturer, Cost Price, Sell Price, Original Sell Price, Overall Qty On Hand, Warehouse Qty On Hand,Site Qty On Hand, Site Net Qty On Hand, Qty Sold, Value Sold

Reports>Sales and Stock (Yearly) Report

There are Parameters and Filters you can choose from on this report.  Select either a parameter or a filter and click on Show Report Using Parameter or Show Report Using Filter accordingly.

Parameters:

Sales by Site by Product Cubed Report Parameters
Select the Region (leave empty if you want to report on all regions), select the Site (leave empty if you want to report on all sites), Leave unticked Show only products with sales week, Leave unticked Show only products with sales month, Leave unticked Show only products with sales 3 months, Leave ticked show only products with sales year, Leave ticked Include obsolete product, Leave unticked Include discontinued products, Suppliers - use the New button to add in suppliers you may wish to only report on, click on OK

 Filters:

All Stocked Products
No Prompts - Shows all products 

Stock Products with Sales
No Prompts - Shows all products that have a sale within the last year

This report gives you a Yearly list of all products based on the criteria you selected when running the report.
 Show me

L-046Sales Backorder ReportYesSalesEach Qty Allocated, Sale Order Date, Primary Product Supplier Card ID, Sale Order Customer Card ID, Product Id, Product Name, Each Qty Back Ordered

Reports>List Reports>Sales Backorder Report

There is a Filter you can select on this report. Select the filter you wish to use and click on Show Report Using Filter

All Sales Orders
Shows all sales orders that have a status of Open 

Shows a list of all sales orders that also include back orders on them by product
 Show me

L-076Sales by Customer by Contract (Invoices)YesSalesSales Invoice Transaction Number, Sale Invoice Date, Discount Value Invoiced, Value Ex Tax Invoiced, Tax Value Invoiced, Value Inc Tax Invoiced, Cost Ex Tax Invoiced, Margin, Markup, GP%

Reports>List Reports>Sales by Customer by Contract (Invoices)

There is a parameter you can select on this report. Select the parameter and click on Show Report Using Parameters

Sale Invoice Line Report Parameters
Key in the Start Date, Key in the End Date, Leave flag on for All Customers, click on OK

This Sales by customer by contract (invoices) report shows you a list of products sold by customer by invoice and gives total values per product and then grand totals at the end of the report.
 Show me