Sales by Items Report

Sales By Item Report

Sales by Items Report

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.

Sales by Items

Sales By Items

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.  

           Fields

                                    Description

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.   

Print

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.                         

Reference Number

This column shows the reference number of the invoice. It will be the continuation of previous invoice.

Invoice Date

It is the date, when the sales invoice is created. This column shows the invoice date of the particular invoice.

Product/Service Name

This column shows the product name of the sales.

Batch Name

This column shows the batch name of the sold product.

Quantity

It shows the quantity of sold item.

MRP

This column shows the MRP of the particular item.

Rate

This column shows the sale rate of the particular item.

Tax Amount

This column shows the tax amount of the item.

Discount

It shows the discount amount of the particular invoice.

CESS

This column shows the CESS amount.

Total

It shows the sum total amount of the sold item.

Menus Available in Print View

Sales By Item Print View

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

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.

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.    

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.           

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.

        

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.                        

Print

By clicking on the Print button, user gets the print out of the report.

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.                                                                                                         

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

Frequently Asked Questions?

01What is the content of Sales by Item report in Accoxi?

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. 

02How to take print out of sales by item report with complete list of sold items?

  • Click on the Reports module.
  • Select the option Sales by Item from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the Sales by Item report

03What is the use of Customize Report menu in Sales by Item report? How can I use it?

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. 

  • Go to Reports module.
  • Select the option Sales by Item from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, select one of the option to filter the data.
  • Click on Run Report to get the customize data.

04How can I export the Sales by Item data in to Excel format?

  • Click on the Reports module.
  • Select the option Sales by Item from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear to save the file. You can select the location.
  • Click on save button to save the data in Excel format.