ZigaForm version 5.3.5

Sales by Item Detail Report

By |2021-07-28T14:12:59-05:00March 23rd, 2018|Comments Off on Sales by Item Detail Report
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Introduction

This report shows a list of sales by item in a detailed format.

Form Access

  • From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

Report Options

Date Filtering

  • Date Filter – Tick this checkbox to enable date-driven filtering.
  • Date Range – Select from a variety of common date ranges from which to filter.
  • From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.

Additional Filtering

  • Salesperson – Used to filter the report by a particular salesperson.
  • Item Category – Used to filter the report by a particular item category.
  • Marketing Source – Used to filter the report by a particular marketing source.

Additional Report Options

  • Include only Sales which have been paid – Tick this checkbox to have the report display paid sales only.
  • Include Payments – Tick this checkbox to have the report include received payments.  Note that payments are not the same as departments.

Related Content

Item Category

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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