Sales Reports - Erply Wiki

To understand the different reports in Erply, please read THIS article.

Sales reports in Erply can be used to view and track sales made in the back office and at the POS. All sales reports can be opened as an HTML table or downloaded as a .xls file.

Creating a Sales Report

To create a sales report, navigate to the Reports module and select Sales.

There are 7 main sales report categories, each with their own subcategories. All sales reports can be filtered to narrow down the scope of your reports.

Sales Summary
Sales by Customer
Sales by Location
Item Sales
Cashier Sales
Detailed Sales
Accounts Receivable

Sales Report Categories

Sales Summary report

Sales Summary

Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.

Net sales total: The sum amount of your sales before tax.
Net sales total: The total amount of sales that were tendered with 0% tax.
Net sales total: The total amount of sales that were tendered with 7% tax.
Tax: The tax amount of items taxed 7%. This is only the tax, not the cost.
Sales total with tax: The total amount of sales include all tax rates that were applied.

By Day

Date: The date the transaction took place.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Average units per transaction: The average amount of items sold that day. This is calculated by adding the total amount of sales together, and dividing it by the amount of registers used. Because of this, there can be a decimal point in the amount.
Average value sold: The average value sold field is the sum of all transactions for a given day, divided by the number of sales for that day.
Number of sales: Total amount of sales made that day.

Day Overview

Date: The day the report is getting information from.

Date: The date the transaction took place.
By wire transfer: Payments made by Wire Transfer.
In cash: Payments made in cash.
By card: Payments made by credit or debit card.
By card – Miscellaneous: Payments made by a card through an external device.
By credit invoice: Payments made with a credit invoice.
With gift card: Payments made using a gift card.
With check: Payments made using a check.
Total: Total tendered amount of all payment types.

By Weekdays

Day of week: Which day of the week the filtered period is gathering information from. For example, it will show the total amount of items sold on Wednesdays that month under ‘Wednesday’ rather than creating four separate Wednesday columns.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Graph: This graph shows sales trends by weekdays.

This report contains a graph.

By Hours

Hour: What hour the following information is gathered from. If no sales were made in that hour, a row will not be created.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Graph: This graph shows sales trends by hour.

This report contains a graph.

Sales by Customer report

Sales By Customer

Name: The Customer the following information is associated with.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Sales by Customer Account Manager

Name: The Account Manager associated with the customer.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Sales By Customer Group

Name: The name of the customer group associated with the following information.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Sales by Business Area

Name: The name of the business area associated with the following information.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Sales By Location report

Sales by Location

Location: Location of sales made. This includes sales information from all registers at that location.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Sales By Register

Register: The register that the following sales information applies to.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The sum amount of your sales before tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Item Sales report

Sales by Product

Code: The user entered product code that was associated with the product.
UPC Code: The barcode on the product.
Name: Name of the product.
Sold quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total: The sum amount of your sales before tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Matrix Product

Code: The user entered product code that was associated with the product.
UPC code: The barcode on the product.
Name: Name of the product.
Sold quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total: The sum amount of your sales before tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Matrix Product, with Drill Down

This report shows matrix products, categorized, with “child products”.

By Product Group

Name: Name of the product group.
Sold quantity: The total amount of item(s) sold in the set filter.
Net sales total: The sum amount of your sales before tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Product Group, with Drill Down

Code: The user entered product code that was associated with the product.
UPC code: The barcode on the product.
Name: Name of the product and product group.
Sold quantity: The total amount of item(s) sold in the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total: The sum amount of your sales before tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Department

Name: Name of the product group.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Department, with Drill Down

Name: Name of the product and product group.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Supplier

Name: Name of the supplier the items were purchased from.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Supplier, with Drill Down

Code: The user entered product code that was associated with the product.
UPC code: The barcode on the product.
Name: Name of the supplier the items were purchased from.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Category

Shows products by their most specific category.

Name: Name of the category the sold items belong to.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Category, Level 1

Shows products by their main, meaning parent category.

Name: Name of the products, category, and subcategories the sold items belong to.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Category, Level 2

Shows products by their secondary, meaning child category.

By Category with Drill Down

Code: The user entered product code that was associated with the product.
UPC code: The barcode on the product.
Name: Name of the products, category, and subcategories the sold items belong to.
Sold quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net total sales: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

By Brand

Name: Name of the brand the sold products are associated with.
Sold quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Master List

Code: The user entered product code that was associated with the product.
UPC code: The barcode on the product.
Name: The name of the product.
Sold quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Stock (total): Total amount of a product in all locations specified by filter.
Stock (layaway): Amount of products on layaway in all locations specified by filter.
Stock (available): Amount of a product in all locations specified by filter.
Supplier: Supplier the product was purchased from.
Net sales total: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Cashier Sales report

By Cashier

Name: Name of the cashier that made the sales.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Average units per transaction: The average amount of products sold across all transactions
Average value sold: The average tender amount of all transactions made.
Number of sales: How many sales that specific cashier made.

Detailed Sales report

Invoices

Date: Date the transaction took place.
Sales invoice (customer manager): Invoice, receipt, and waybill number. Clicking on this information will open the invoice in the Back Office for a more detailed review.
Customer: The customer associated with the invoice.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Invoice Rows

Date: Date the transaction took place.
Sales invoice: Invoice, receipt, and waybill number. Clicking on this information will open the invoice in the Back Office for a more detailed review.
Code: The user entered product code that was associated with the product.
Product: The name of the product. Clicking this field will open the products Product Card.
Customer: The customer associated with the invoice.
Sold quantity: The total amount of item(s) sold during the set filter.
Net sales total: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net discount total: The total cash amount of discounts given.
Net discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’

Accounts Receivable report

Unpaid Invoices and Balance Statements

Date: The day the report is getting information from.
Currency: the currency the report is shown in.
Balance Statements cover the period

Customer: The customer associated with the invoice.
Ship to: The ship-to identity associated with the invoice.
Invoice: Invoice number and link.
Date: The date of the invoice.
Deadline: The deadline of the payment.
Total: Total amount of the invoice.
Paid: Paid amount of the invoice.
Unpaid: Unpaid amount of the invoice.
Total: Total unpaid amount of invoices by customer.

Customer’s Invoices in Selected Period

Currency: the currency the report is shown in.
Start of Period: Start of selected period.
End of Period: End of selected period.

Document: Document number and link.
Ship to The ship-to identity associated with the document.
Date: The date of the document.
Sum: Total amount of the document.
Payment Date: The date of the payment.
Payment Sum: The amount of the payment.
Total paid: Paid amount of the document.
Credited: Credited amount.
Amount Due: Unpaid amount of the invoice.

Balance Report

As on: Date of the balance report.
Currency: the currency the report is shown in.

Customer ID: ID of the customer.
Customer: Name of the customer.
Loyalty Card: Number of the loyalty card.
Balance: Current customer balance.