Sales by Product Report
This report will help you track your sales by product by showing you the history of individual product sales over a set date range.
The report will populate the Order ID, any cross reference names, the customer group the customer is assigned, the customer who placed the order, the company name, quantity ordered, cost, sales price, sales total, gross margin, date of the sales order, the sales rep, and the current status of the order.
- Click Reports.
- Click Sales Reports.
- You will be redirected to the Managerial Accounting Reports screen.
- Click Sales By Product.
- You will be redirected to the report. See image below:
- In the top right, Click Advanced Filters.
- Going left to right, do the following:
- Set a Date Range. This will populate data based on invoice dates.
- Select which Order statuses to populate in the report.
- Required: Select a Product. This field will act as a search bar as you begin to type the name of your product.
- Optional: Click the All time check box to see the full history of your selected product.
- Optional: Click the Search by Creation Date check box to populate data based upon the date the sales orders were created instead of their invoice dates.
- Click Filter.
- The report will populate under the Quick Preview section.
Important notes for this report:
It is possible to have different costs appear on the report than what is currently set within the product’s listing. If you have changed the cost for this product over time, please note that cost is not retroactively assigned to all available inventory for your product. For example:
If you receive 10 units at $8.00 per unit, and then change the cost within the product’s listing to $9.00, those 10 units will still be permanently assigned the original cost of $8.00. Any inventory you receive after the change though will be permanently assigned the cost of $9.00
Because this is true, it is possible on the report to have multiple costs appear, as you may have sold product in that sales order you purchased at $8.00 per unit, and other orders you used product you purchased at $9.00 per unit. See example below:
Be aware that Avg Cost and Cost Total are only calculated after an order is picked. Unpicked orders will show as 0.00 for both fields until this point. This is due to Zangerine defining which product location was picked from and pulling the cost attached to that location into the report. Along with those fields, Gross margin will not be fully calculated for unpicked orders, as that field required the cost to be factored in.
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