Zoho Inventory

Help Docs

Sales Reports

Access reports associated with the sales that you have recorded and managed in Zoho Inventory. Analyze your sales orders, invoices, customers and payments to plan your sales strategies ahead.

Overview:


Overview

Direct access

Sample Image of choosing a sales report from another report


Sales Order History

To generate a sales order history report,

Direct access

Note: The price amounts will be displayed in your base currency.

Image of sales order history

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Invoice History

To generate an invoice history report,

Direct access

Note: The price amounts will be displayed in your base currency.

Image of invoice history

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Payments Received

To generate a payments received report,

Direct access

Note: The price amounts can be toggled between your base currency and foreign currency by clicking on the buttons BCY for Base currency and FCY for Foreign currency.

Image of payment history

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Packing History

To generate a packing history report,

Direct access

Image of packing history

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Sales by Customer

To generate a sales by customer report,

Direct access

Note: The price amounts will be displayed in your base currency.

Image of sales by customer report

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Sales by Item

To generate a sales by item report,

Direct access

Note: The price amounts will be displayed in your base currency.

Sales by Item report

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Links inside the sales by item report

Narrowed down sales for that item


Customer Balance

To access the customer balance report,

Direct access

This is an auto generated report.(It is automatically generated till date). It gets updated with every customer associated transaction. From this report, you can further generate drilled down customer balance reports for each customer. For more information, please refer to the report takeaways section.

Note: The price amounts will be displayed in their respective foreign currency.

Image of customer balance report

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Sales by Sales Person

This report helps you to view and evaluate the performance of your sales persons based on the total number of invoices and sales made by each of them during a specific period.

Note: To view the individual statistics, you have to assign a sales person to an invoice. If you don’t assign a sales person, those invoices will be categorized as Others.

To generate a sales by sales person report:

Image of sales by sales person report

Customizing sales by sales person report

Other Actions: Print - Export report - View in Zoho Sheet - View in full screen


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