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Management Report - pull sales quantity into P&L

Posted on by 2,432

Hi All, 

Is there a way that I can pull the sales quantity into the Income Statement? I saw a thread in the community about excel add-in.  

To get the total "Sold" quantity, is there a report that shows beginning inventory + new purchase inventory - ending inventory = sold?  What about the unit conversion?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Management Report - pull sales quantity into P&L

    Hello Kim,

    Management Reporter is probably not the best tool for quantity based recording as Andre mentioned.

    Theoretically you can do that either with the Excel integration or by posting the quantities separately on statistical accounts that you can analyze in MR.

    This does, however, involve a lot of additional work and I feel that the standard reports and BI tools are better suited for that.

    About your report:

    The inventory value report can show you the quantity sold through sales orders in a separate column. For that purpose, you have to enable the "COGS" checkbox in the inventory value report configuration window.

    Best regards,

    Ludwig

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,641 on at
    RE: Management Report - pull sales quantity into P&L

    Hi Kim,

    MR is for financial reporting and doesn't account inventory quantities within financial reporting. As no qty, so no unit conversion either.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,339 Super User 2024 Season 2 on at
    RE: Management Report - pull sales quantity into P&L

    Hi Kim,

    There is  customer/item statistics report which can show the sold quantities together with the turnover. Why do you want to combine quantities on your income statement? The quantities sold for e.g. DVD players cannot be compared/cumulated with e.g. charging cables.

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