Table of Contents

Overview

Review of the reports and information available in the system

Tick "Direct Download" to have the report downloaded as a file instead of viewed in screen - this is useful if you want to work locally.

See also Managing Stop Supply

Debtor Aging - Debtor Reports Tab

The aging is based on the date on the front page - default is today.  If you use a date in the past transactions will show as they were at that time - including archive debtors showing in the list.

Debtor Transaction tab for all invoices, credits and debtor journals

Send statements, all transactions showing, copies of invoices showing, right click on multiple invoices and email them, drill to any details, right click multiple invoices to calculate the sum across them.

Debtor Orders / Assets tab for all sales orders

Assets may be owned by a customer or may be sited at a customer

Returns show in other orders

Filter by branch to show branch related information (head office filter shows all branches)

Debtor Sales Analysis / Profitability tab

Profitability view is available for the debtor, the debtor and their 100% owned children, or their buying group (if they own the buying group)

Master Sales Reports

All invoices and Credits

Finds all debtor invoices and credits - even those coded to non-revenue GL accounts.

Sales by Supplier

Shows all invoice lines (including unable to ship due to OOS)

Sales by Item

MSR by Customer ( Master Sales Report by Customer)

MSR by SKU (Master Sales Report by Stock Keeping Unit)

Reports not available on screen

Reports not available on screen are provided for further analysis using reporting tools

Promotion Sales Report

This report is a download as text file only.  Import to excel using text import deliniated using |

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