Margin Report by Sales Invoice

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Posted on by Community Member

I see there is a report Item sales by Customer which gives the profit. I was wondering if there was a similiar report where i can see the sales by each Sales Invoice with the profit for that entire Sales invoice.

Thanks

Shmuli

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JAngle 133 on at

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By invoice is not an option as standard. You can query it invoice by invoice manually. Use the “Statistics” action from the posted sales invoice pages. A print out style report will need creating or you modify an existing one to show margin.

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Community Member on at

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Shmuli,

As Josh noted, base NAV does not have this report. You can generate a Jet Report to accomplish this or create a query as Josh noted. I am attaching a Jet Report that will help and you can expand the limitation to include all customer.

Hope this helps.

Thanks,

Steve

[View:/cfs-file/__key/communityserver-discussions-components-files/34/SALES-Top-Customer-Profit-Report-with-Detail.xls:320:240]

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Community Member on at

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Thanks for both responses. I actually used the Salesperson Statistics by Inv. (detail option) and this works well for my purposes.

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Community Member on at

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Hi Steve,

is this Jet Report something you built or available from somewhere. I have not worked with Jet reports before.

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Muhammad Arif Maseed 782 on at

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Hi sw enger7,

There is no standard report available which accomplishes your requirements 100% but please try Salesperson Statistics by invoice maybe you need some modifications.

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Community Member on at

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That was what I discovered which I posted 2 responses above in this thread.

Thanks for your validation

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Muhammad Arif Maseed 782 on at

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Please Verify the answer if your question has been answered. This helps other forum users.

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Community Member on at

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Hello,

It is something that I did create using Jet Reports. There is a free version called Jet Express so check it out here:

insightsoftware.com/.../

Thanks,

Steve

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Awais haider 27 on at

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Hello there

your problem can be solved with Jet Reports or jet analytics easily I will suggest you to visit

https://globaldata365.com/

globaldata365.com/.../

globaldata365.com/.../

and you will find best of solutions .

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