Sales - Standard

Sales - Standard (#401)

To run this report select from the main menu Section|Reports, then select the Sales button and then double-click on the report: Sales: Standard

The standard sales report lists the invoice number, date, account, sale amount, tax, cost, profit and percentage margin for each transaction for a specified report range.

Account Code

Click on to select from a list of accounts or enter a particular account code. Leave blank to include all accounts.

Category

The customer category that the account must match.

A partial match is acceptable. For example, if you specify ABC, the accounts marked with the categories ABC, ABC1, ABC123 and ABC-X will also be included on the report.

Entry Clerk

The Entry Clerk ID if applicable. Otherwise leave blank to include all.

Account Type

Select from the drop down list.

Consult the topic Account types for more information.

Include Tax

Tick this option to include tax, duties & excise (if applicable) in the sales total and cost.

Calculate on Mark-up

If selected, percentage calculations are shown as a profit on cost. For example, if the cost was $100 and the sale price $150, the mark-up as a percentage would be 50%. ($100 + 50% = $150)

Calculate on Margin

If selected, percentage calculations are shown as the profit portion of the sale price. For example, if the cost was $100 and the sale price $150, the margin would be 33.3%. ($50 / $150 = 33.3%).

For more information see the topic: Mark-ups & Margins.

Hints & Tips

If customer accounts are deleted, their transaction histories are still retained on the sales report until the data is exported.
The MISC (miscellaneous) column on the sales report refers to other charges such as freight, handling, etc.
Expected income from lay-bys and cash orders are not projected onto this report.
NOT DUE amounts will appear on the report as reference fields when applicable, showing any sale amounts where the transaction due date does not fall within the last month of the report range.

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