Sales Reports
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 ales
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 0%: The total amount of sales that were tendered with 0% tax.
Net sales total 7%: The total amount of sales that were tendered with 7% tax.
tax 7%: 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
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.
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 Percentage: 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
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Graph: This graph shows sales trends by weekdays.
By Hours
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Hour: What hour the following information is gathered from. If no sales were made in that hour, a row will not be created.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Graph: This graph shows sales trends by hour.
Sales by Customer report
Sales By Customer
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: The Customer the following information is associated with.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Sales by Customer Account Manager
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: The Account Manager associated with the customer.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Sales By Customer Group
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: The name of the customer group associated with the following information.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Sales by Business Area
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name:
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Sales By Location report
Sales by Location
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Location: Location of sales made. This includes sales information from all registers at that location.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Sales By Register
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Register: The register that the following sales information applies to.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Item Sales report
Sales by Product
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Code: The user entered product code that was associated with the product.
UPC Code: The barcode on the product.
Name: Name of the product.
Sold Quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Matrix Product
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Code: The user entered product code that was associated with the product.
UPC Code: The barcode on the product.
Name: Name of the product.
Sold Quantity: The total amount of item(s) sold during the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Product Group
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the product group.
Sold Quantity: The total amount of item(s) sold in the set filter.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Product Group, with Drill Down
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Code: The user entered product code that was associated with the product.
UPC Code: The barcode on the product.
Name: Name of the product and product group.
Sold Quantity: The total amount of item(s) sold in the set filter.
Unit: The unit identifier for the product, such as lbs or pcs.
Net sales total ($): 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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Department
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the product group.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Supplier
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the supplier the items were purchased from.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Category
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the category the sold items belong to.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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 2
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Category, Level 1
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the products, category, and subcategories the sold items belong to.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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 with Drill Down
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
By Brand
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the brand the sold products are associated with.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net total sales: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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
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.
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 ($): The total cash amount of discounts given.
Net Discount %: The percentage of discounts given. This is calculated by dividing the ‘Net Discount Total’ by ‘Sales Total with Tax.’
Cashier Sales report
By Cashier
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Name: Name of the cashier that made the sales.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net Sales Total: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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 $: The average tender amount of all transactions made.
# of Sales: How many sales that specific cashier made.
Detailed Sales report
Invoices
Period: The dates from which the information is gathered. This can be a single date or a range.
Gift Cards: Shows if the information shown includes or excludes gift cards.
Currency: the currency the sales are shown in.
Date: Date the transaction took place.
Sales Invoice (cust manager): Invoice, receipt, and waybill number. Clicking on this information will open the invoice in the Back Office for a more detailed review.
Customer: The customer associated with the invoice.
Sold Quantity: The total amount of item(s) sold during the set filter.
Net Sales Total: The total tender amount of sales that day, not including tax.
TAX RATES: The following will show your specific tax rates and if they were applied. This may be more than one column. Each column is titled with the name of the tax rate you created.
Sales total with tax: The total amount of sales include all tax rates that were applied.
Net Discount Total ($): 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
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.
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
Currency
Balance Statements cover the period
Customer
Ship to
Invoice
Date
Deadline
Total
Paid
Unpaid
Total
Customer’s invoices in selected period
Document
Ship to
Date
Sum $
Payment Date
Payment Sum $
Total paid $
Credited $
Amount Due $
Balance report
As on:
Currency
Customer
Loyalty Card
Balance