Sales by items report shows how much of each item or service, the Organization sold in both quantity and amount.
Sales by items report show how much of each item or service your company sold in both quantity and amount. This report contains the information of Summary of the sale items in your organization. Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Sales by items included in it. Sales by items report shows how much of each item or service, the Organization sold in both quantity and amount. This report shows the sales details such as Reference number, Invoice date, Product/Service name, Batch name, Quantity, MRP, Rate, Tax amount, Discount, CESS and Total.
When the user opens the Accoxi account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.
There are various heads of reports like Payables, Receivables, Accounts, purchase, sales etc.
Click on the Sales head and select the option Sales by items.
By clicking on the Sales by items option, sales details will pop up on the screen.
This report shows the sales details such as Reference number, Invoice date, Product/Service name, Batch name, Quantity, MRP, Rate, Tax amount, Discount, CESS and Total.
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Description |
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Customize Report |
User can filter the report by using the option Customize Report. By clicking on the customize report, use can filter the report by reference number, product or by date between. If the user using Reference Number option, need to enter reference number of the sales invoice on the field. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the sales will appear on the basis of the date entered. If the user using Product option, need to select a product. By clicking on the select option, list of available product will appear and can select the required one. By clicking on Run Report, user get the customize report on the basis of data entered. |
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If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the sales by items report. |
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Reference Number |
This column shows the reference number of the invoice. It will be the continuation of previous invoice. |
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Invoice Date |
It is the date, when the sales invoice is created. This column shows the invoice date of the particular invoice. |
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Product/Service Name |
This column shows the product name of the sales. |
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Batch Name |
This column shows the batch name of the sold product. |
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Quantity |
It shows the quantity of sold item. |
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MRP |
This column shows the MRP of the particular item. |
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Rate |
This column shows the sale rate of the particular item. |
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Tax Amount |
This column shows the tax amount of the item. |
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Discount |
It shows the discount amount of the particular invoice. |
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CESS |
This column shows the CESS amount. |
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Total |
It shows the sum total amount of the sold item. |
When the user clicks on the print menu, it opens to Report page. It shows the sales by items report and it consist of various menus.
Fields |
Description |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data. |
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Pagination Control |
It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen. |
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Page Setup |
This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab. |
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Switch to Interactive Layout |
It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.
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Zoom |
User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size. |
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By clicking on the Print button, user gets the print out of the report. |
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Export |
Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page.
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Sales by Items report shows how much of each item or service, your Organization sold in both quantity and amount. This report contains the information of Summary of the sale items in your organization. The report shows the sales details such as Reference number, Invoice date, Product/Service name, Batch name, Quantity, MRP, Rate, Tax amount, Discount, CESS and Total.
You can filter the report by using the option Customize Report. By clicking on the customize report, can filter the report by reference number, product or by date between.
If you are using Reference Number option, need to enter reference number of the sales invoice on the field.
You can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the sales will appear on the basis of the date entered.
If using Product option, need to select a product. By clicking on the select option, list of available product will appear and can select the required one.
Click on the Run Report to get the filter data.