Stock Sales Report

This report displays the In and Out of inventory quantities due to Sales or Sales Return. the balance quantity can be obtained here as at specific dates. The other information provided are :

• Unit price = How much it is invoiced (sales price) or for Sales Return (how much is refunded or CM to customers).
• Unit Cost (Average) = Cost / Quantity
• Amount = Quantity x Unit price
• Cost = Quantity x Unit Cost (Average)
• Gross Margin = Amount - Cost
• Margin (%) = Gross Margin / Amount x 100%

• Key in Customer PKID or click Select for search function
• Select Customer Type → base on drop down list under Drop Down List
• Select Customer Category →base on drop down list under Drop Down List
• Select Location → under Inventory (Permission) for SSR-01 Report
• Select Branch → under Inventory (Permission) for SSR-01 Report
• Select Date Range
• Key in Invoice Remarks
• Key In Item Code Fuzzy Search
• Key in Item Code Range → if any
• Select Item Category→ if any
• Select Item Status → default is active
• Select Item Type → deselect all will generate ALL
• Select or Tick to Separate by Salesman → if any
• Select Choose By → default is item code
• Tick Options →for extra information

• Key in Gross Margin Range → under Inventory (Permission) for SSR-01 Report

• Key in Margin Percentage → under Inventory (Permission) for SSR-01 Report

• Key in Item's Unit Price Range → if any

• Select Calculate Base On → under Inventory (Permission)
• Select Transaction Type → if any
• Select Display Item Category → it will shown at printable 5
• Select GL Dimension for Filter→ make sure GL Dimension configuration is ENABLED under EMP Configuration - Trading

• Click Generate Now or Generate and Export to CSV

• Click Printable Page → to print current columns
• Click Printable Page 2 → to print current columns without branch, customer category, customer code and salesman

• Click Printable Page 3 → to print detailed product sales

• Click Printable Page 4 → to print with PO Number

• Click Printable Page 5 → to print Display Item Category with Quantity, Selling Price, Cost Price and Amount
• Click Export Excel xls File → to export current columns to excel file
• Click Export CSV → to export current colums to csv file

This report is useful to check and analyze margin by item and supplier for serialized and batch items which includes consignment stock. It shows the transaction selling price, cost, margin and include the serial/batch number on the transaction without drill down on the document level.  

The other information provided are :

• Unit price = How much it is invoiced (sales price) or for Sales Return (how much is refunded or CM to customers).
• Unit Cost (Average) = Cost / Quantity
• Amount = Quantity x Unit price
• Cost = Quantity x Unit Cost (Average)
• Gross Margin = Amount - Cost
• Margin (%) = Gross Margin / Amount x 100%

• Key in Supplier ID or click select for search function
• Select Location → refer to Inventory (Permission) under Stock Sales Report
• Select Date Range
• Key In Item Code Range or Item Fuzzy Search for description or select the Item Category → if any
• Select Item Status and item type
• Click Generate Report Now

This reports similar with SSR-02, however this report does not show any supplier information. This report is useful to check or analyze the sales report by serialized / batch item by salesman as filter by salesman is available.

The other information provided are :

• Unit price = How much it is invoiced (sales price) or for Sales Return (how much is refunded or CM to customers).
• Unit Cost (Average) = Cost / Quantity
• Amount = Quantity x Unit price
• Cost = Quantity x Unit Cost (Average)
• Gross Margin = Amount - Cost
• Margin (%) = Gross Margin / Amount x 100%

• Click Location and Branch → refer to Inventory (Permission) under stock sales report
• Select Date Range
• Key in Item Code Range or Item Fuzzy Search for description or select the Item Category → if any
• Select Item Status and item type 
• Tick to filter by salesman (by default it will generate by all salesman)
• Tick option to show customer account code
• Click Generate Report Now or Generate & export to CSV

This report is useful to check the total stock sales by customer category

• Key in Customer ID or click select for search function
• Click Location → refer to Inventory (Permission) under stock sales report
• Select Date Range
• Key in Item Code Range or Item Fuzzy Search for description or select the Item Category → if any
• Select Item Status and item type 
• Select customer category → refer to customer category when Create Customer Account
• Click Generate Report Now