How To: Report on Sales by Sales Source

Reports listing sales by sales source can be created in following screens in Sales Summary:

Best Sellers

The stock sold using a specific sales source can be seen in the [ Sales Summary | Best Sellers ] tab:

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Best Sellers ] tab.
  3. Click on the Ssinvoicefilter.JPG button in the top left.
  4. Select the Sales Source filter.
  5. Tick the Sales Source you wish to report on.
  6. Update the date range if required.
  7. Add further filters as required, for example Supplier.
  8. Click on OK.

Customers

The [ Sales Summary | Customers ] screen lists the sales by customers that are linked to the selected sales source.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Customers ] tab.
  3. Click on the Ssinvoicefilter.JPG button in the top left.
  4. Select the Sales Source filter.
  5. Tick the Sales Source you wish to report on.
  6. Update the date range if required.
  7. Add further filters as required, for example brand or postcode regions.
  8. Click on OK.

Sales Source

The [ Sales Source | Main ] tab allows users to view sales by sales source.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Source | Main ] tab.
  3. Select the Sales Source filter.
  4. Update the date range if required.
  5. Click on OK.

Printing Reports

The results can be printed using the following options:

  1. Send to Notepad allows the user to send all or only selected data in the Grid to Notepad. This can be saved to external files, printing or importing into a spreadsheet program.
    Note: saving as a .csv file creates a file that is opened in Excel.
  2. Print Grid allows the user to display a report listing the information in the grid.
  3. The the printer icon is the button bar's PRINT button has two options Print Report (if any) and Print Grid both options load the Print Grid dialog.

See Also


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