Sales
The sales section consists of three reports:
Sales by Customer
This report is a summary of all the invoices that you’ve created for the different customers in your organization. Invoices in the Draft status won’t be reflected here.
To view this report:
- Go to Reports > Sales by Customer.
Click any amount in the report to view its drill down report. You can sort the customers in an ascending or descending order by clicking the up-down arrow next to NAME.
This report has the following sections:
Name
The customer for whom you’ve created invoices period.
Invoice count
The total number of invoices which you’ve created for the customer.
Sales
The total of all the invoices created for the customer, exclusive of tax.
Sales with tax. The total amount on all the invoices for the customer, inclusive of tax.
To customize this report:
- Go to Reports > Sales by Customer.
- Click Customize Report in the top of the page.
You can customize the report based on the following filters:
| Filters | Description |
|---|---|
| Date Range | Generate the report for different time periods or set a custom time period of your own. |
| Include “Sales without Invoices” and “Sales Returns” | Any sales transactions that you record in Zoho Books other than the invoices like a bank transaction for the customerwill also be shown. |
| Include Manual Journals | Any sales entries in manual journals will be displayed. |
- Click Run Report.
Sales by Item
This report is a summary of all the items which are sold in your organization and their average prices.
To view this report:
- Go to Reports > Sales by Item.
This report has the following sections:
Item name
The name of the items which are sold during a particular period.
Quantity sold
The total number of items sold.
Amount
The total amount received for all the items sold.
Average price
The average price of all the items sold to your customers.
To customize this report:
- Go to Reports > Sales by Item.
- Click Customize Report in the top of the page.
You can customize the report based on the following filters:
| Filters | Description |
|---|---|
| Date range | Generate the report for different time periods or set a custom time period of your own. |
| Account | Select the account for which you want to track the sales in the report. |
| Reporting tags | Filter your reports based on the reporting tags that you have created. |
- Click Run Report.
Sales by Sales Person
This report is a summary of all the invoices and credit notes that different users and sales persons have created in your organization.
To view this report:
- Go to Reports > Sales by Sales Person.
Click any amount in the report to view its drill-down summary.
This report has the following sections:
INVOICE
Invoices by user
The Others section contains all the invoices created by you or other users in your organization. These invoices are not associated with any sales person.
Invoices by sales person
Below the Others section, you’ll be able to find the list of all the invoices created by different salespersons in your organization.
The different fields in the report table are:
Count
The total number of invoices.
Sales
The total for all the invoices, exclusive of tax .
Sales with tax
The total of all the invoices, inclusive of tax .
CREDIT NOTE
Credit notes by user
The Others section contains all the credit notes created by you or other users in your organization. These credit notes are not associated to any sales person.
Credit notes by sales person
Below the Others section, you’ll be able to find the list of all the credit notes created by different sales persons in your organization.
Count
The total number of credit notes.
Sales
The total of all the credit notes, exclusive of tax.
Sales with tax
The total all the credit notes, inclusive of tax.
TOTAL
In this section, we have the total value of the sales made by the users as well as the salespersons in your organization.
This is how the fields in this section will be calculated:
Amounts in invoice - Amounts in credit notes
Sales
The total value of all your sales, exclusive of the tax amount.
Sales with tax
The total value of all your sales, inclusive of the tax amount.
You can customize this report based on the period for which you want to generate it. To do so:
- Go to Reports > Sales by Sales Person.
- Select the period for which you want to generate this report from the dropdown.
Profit by Item
The Profit by Item report helps you understand the profitability of each item by showing the quantity sold, total sales, total cost, profit, and margin. You can use this report to identify your most profitable items and compare the profitability of different items in your organization.
To view this report:
- Go to Reports on the left sidebar.
- Navigate to Sales reports and select Profit by Item.
This report contains the following columns:
| Column | Description |
|---|---|
| Item Name | Displays the name of the item sold. |
| SKU | Displays the unique Stock Keeping Unit (SKU) assigned to the item. You can use this to identify and distinguish items, especially when multiple items have similar names. |
| Margin | Displays the profit margin earned on the item as a percentage of its sales. |
| Quantity Sold | Displays the quantity of the item sold during the selected period. |
| Total Sales | Displays the total sales amount generated from the item during the selected period, excluding taxes. |
| Total Sales With Tax | Displays the total sales amount generated from the item, including the applicable taxes. |
| Total Cost | Displays the total cost incurred for the items sold during the selected period. |
| Profit | Displays the profit earned from the item after deducting the item’s cost and applicable marketplace fees from its sales. |
| Marketplace Fees | Displays the marketplace fees associated with the item’s sales. |
To customise this report:
- Click the Customise icon.
You will be able to find two sections:
- General
- Show / Hide Columns
General
Under General, you can customise the report based on the following filters:
| Filters | Description |
|---|---|
| Date Range | Select the time period for which you want to generate the report. You can choose a predefined period or specify a custom date range. |
| Report By | Select whether you want to generate the report based on Invoices or Invoices & Credit Notes. |
| Advanced Filters | Further filter the report using the report fields, Item, and Locations. |
Show / Hide Columns
In this section, you can choose the columns to be displayed in the report.
- In the Available Columns section, hover over the column you want to add and click the + icon next to it.
- In the Selected Columns section, you can view the existing columns of your report. You can change the order of the selected columns by dragging and dropping.
- Click Run Report to view the report. Click Save as Custom Report to save and view the report later.
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