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.


Sales Order Details

To generate a sales order history report,

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

Order Fulfillment by Item

The Order Fulfillment by Item report summarizes the stock used for an item in each step of the fulfillment process for a selected sales order creation period.

To generate a sales by category report:

Zoho Inventory web page

Sales by Category

To generate a sales by category report,

Insight: This report is based on sales orders.

Image of sales by category

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

Takeaways

Invoice Details

To generate an invoice history report,

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,

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,

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,

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,

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,

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


Receivable Summary

The Receivable Summary report provides an overview of all your invoices and credit notes. You can customize this report by grouping transactions based on the customer name, due date, custom fields, etc.

Receivable Summary

Receivable Details

The Receivable Details report gives you a rundown of your invoices and credit notes along with their underlying item details such as item name, quantity, and price. You can also customize this report by grouping transactions based on the transaction#, item name, custom fields, etc.

Receivable Details
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