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Item Sales Statistics

This page describes the Item Sales Statistics report in the Sales Ledger.

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This report in the Sales Ledger is a simple list of Items, showing the quantity sold and turnover for each one. Unlike the Item Statistics report, however, it sorts the Items by sales (turnover or quantity), allowing the most or least successful to be ascertained easily. The statistics are compiled from Invoices, POS Invoices and Bar Tabs.

When printed to screen, the Item Sales Statistics report has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Item Number to open the corresponding Item record.

Period
Paste Special    Reporting Periods setting, System module
Enter the start and end dates of the reporting period, separated by a colon. The sales statistics in the report will be compiled from Invoices, POS Invoices and Bar Tabs recorded during the period that you specify here.

The period should consist of a number of whole months otherwise the report will not be produced.

Items
Paste Special    Item register
Range Reporting    Alpha
If you need the report to show sales statistics for a particular Item, enter its Item Number here. You can also enter a range of Item Numbers separated by a colon (:).

Item Group
Paste Special    Item Group register, Sales Ledger
If you need the report to list statistics for the Items that belong to a single Item Group, specify that Item Group here.

If you specify both an Item Group and a range of Items, the report will only list the Items in the range that are members of the specified Item Group.

Item Classification
Paste Special     Item Classifications setting, Sales Ledger
Enter an Item Classification here if you need the report to list statistics for Items with a particular Classification. You can enter a number of Classifications separated by commas, in which case only Items featuring all the Classifications listed will be shown in the report. If you enter a number of Classifications separated by plus signs (+), Items featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), all Items featuring any Classification except the one listed will be included.

For example:

1,2
Lists Items with Classifications 1 and 2 (including Items with Classifications 1, 2 and 3).

1+2
Lists Items with Classifications 1 or 2.

!2
Lists all Items except those with Classification 2.

1,!2
Lists Items with Classification 1 but excludes those with Classification 2 (i.e. Items with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists all Items except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists all Items except those with Classifications 1 and 2 (Items with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Items without Classification 1 and those with Classification 2 (Items with Classifications 1 and 2 will be listed).

(1,2)+(3,4)
Lists Items with Classifications 1 and 2, and those with Classifications 3 and 4.

1*
Lists Items with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Items with Classifications beginning with 1 but not 1 itself.

*1
Lists Items with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Items with Classifications beginning and ending with 1.

No. of Items shown
Enter here the number of Items that you would like to be shown in the report. For example, to list the ten most or least successful Items, enter "10" here.

Branch
Paste Special     Customers in Contact register
Specify a Branch if you only want the statistics in the report to be compiled from Invoices, POS Invoices and Bar Tabs featuring that Branch. This will be useful if your company has several Branches (e.g. several shops): the Branch where each transaction was created will automatically be recorded (for example, on the 'Del. Terms' card of the Invoice window), taken from the Local Machine setting in the User Settings module.

Bar Tab Class
Paste Special    Bar Tab Classes setting, Restaurant module
Specify a Bar Tab Class if you only want the statistics in the report to be compiled from Bar Tabs featuring that Class. If you specify a Bar Tab Class in the Local Machine setting in the User Settings module on a particular computer or till, it will be copied to all Bar Tabs created on that machine. If you want waiters to be able to change the Class in a particular Bar Tab, add a "Set Tab Class" button to the Bar Tab window.

Function
Select one of these options to specify the sort order of the report.
Highest Qty Sold
Choose this option to sort the report so that the most successful Items in terms of quantity sold are at the top.

Lowest Qty Sold
Choose this option to sort the report so that the least successful Items in terms of quantity sold are at the top. This will not include Items with no sales, unless you also select the Include Items with no sales option below.

Highest Turnover
Choose this option to sort the report so that the most successful Items in terms of turnover are at the top.

Include Items with no sales
Use this option if you want to include in the report Items that have not been sold during the report period.

Show Varieties
If an Item is one that has Varieties, the report will usually display sales figures the Item as a whole. Select this option if you would like it to display sales figures for each Variety individually.

This option will be ticked by default if you are using the Default to 'Show Varieties' in all Reports option in the Variety Settings setting in the Stock module.

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