How To: Report on Sales by Sales Source

Table Of Contents

Report on Stock Sold by Sales Source
Report on Customers by Sales Source
Report on All Sales Sources
Print or Export the Results
Send to Notepad
Print Grid
You can use Sales Summary to report on sales by Sales Source. The screen you choose depends on whether you want to analyse the stock sold, the customers who purchased, or compare your sales sources. Sales Summary Overview confirms that Best Sellers, Customers and Sales Source are available within Sales Summary. 
You can create sales source reports from:
  • [ Sales Summary | Best Sellers ] to see which stock items were sold using a particular sales source. 
  • [ Sales Summary | Customers ] to see which customers purchased using a particular sales source. 
  • [ Sales Summary | Sales Source ] to analyse your sales sources. 

Report on Stock Sold by Sales Source

Use [ Sales Summary | Best Sellers ] to identify the stock sold through a particular sales source.
  1. Open the Sales Summary screen. For help opening it, see How To: Open a Sales Summary screen.
  2. Open the [ Best Sellers ] tab.
  3. Click the Filter button in the top-left corner.
  4. Add the Sales Source filter.
  5. Select the sales source you want to report on.
  6. Update the Date Range if required.
  7. Add any other filters you need to refine the results, such as Supplier.
  8. Click OK.
The grid displays the stock information matching your selected filters. The Best Sellers tab supports filtering and provides a financial breakdown of stock items or stock types. 

Report on Customers by Sales Source

Use [ Sales Summary | Customers ] to identify customers whose sales are linked to a particular sales source.
  1. Open the Sales Summary screen. For help, see How To: Open a Sales Summary screen.
  2. Open the [ Customers ] tab.
  3. Click the Filter button in the top-left corner.
  4. Add the Sales Source filter.
  5. Select the sales source you want to report on.
  6. Update the Date Range if required.
  7. Add any other filters you need, such as Brand or Postcode Region, to refine the results.
  8. Click OK.
The grid displays the customers and sales matching your selected filters. The Customers tab reports total sales by customer or customer classification, including the profitability of those sales. 

Report on All Sales Sources

Use [ Sales Summary | Sales Source | Main ] to view and compare sales by sales source.
Before you start: Sales Sources must be defined in System Data and assigned to sales orders for them to appear in this report. 
  1. Open the Sales Summary screen. For help, see How To: Open a Sales Summary screen.
  2. Open [ Sales Source | Main ].
  3. Select the required Sales Source filter.
  4. Update the Date Range if required.
  5. Click OK.
The grid then displays the results for your selected filters. The Sales Source | Main grid includes information such as customer counts, order counts and net sales values. 
Once you have generated your report, you can use the grid options to print or export the information.

Send to Notepad

Send to Notepad lets you send all or selected information from the grid to Notepad. You can then save the information to an external file, print it or use it with a spreadsheet application.
Note: Saving the information as a .csv file creates a file that can be opened in Excel.
Print Grid creates a report from the information displayed in the grid. You can choose which information to include before printing the report or converting it to PDF. Print Grid confirms that the option is available from Khaos Control grids and can report on either selected rows or the full grid. 
You can also use the Print options and select either Print Report (if any) or Print Grid to open the Print Grid options.

See Also


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