Help. I need the following reports: Sales By Customer By Product & Sales By Customer By Revenue
Sales Reports
Userlevel 7
+2
Hi
There are a couple of reports in Acumatica out-of-the-box that could help with this need.
Sales Order Details by Customer and Sales Order Details by Inventory Item could help you see sales by customer by product (filter by customer).
There are also a number of Sales Profitability reports.
If you have looked at these and it doesn’t quite give you what you’re looking for, please comment here on the thread about the needs.
Dana
Thank you, Dana. The Sales Order Details by Customer is useful. I am unable to sort it by product number without exporting it to Excel, but it is helpful.
The Sales Order Details by Inventory Item is not helping. I tried several others and found the Customer History report somewhat helpful.
Thank you again!
Jay
Userlevel 6
+6
Userlevel 6
+6
Hi jamesh - I apologize, but I am unable to understand the file you sent.
Hi
Thank you, James. I was able to import this Generic Inquiry and will see if this will work for us.
Sadly, none of these Sales Reports are working for our Owner. Or for our Sales Manager. They are used to seeing what they call “basic sales reports” with totals at the bottom (or end). They are also used to printed reports; not Acumatica screens.
Examples:
Sales by Customer by product MTD/YTD
Sales by Customer by $$$ MTD/YTD
Sales by Item by Quantity MTD/YTD
Sales by Item by $$$ MTD/YTD
Sales by Salesperson MTD/YTD
Sales by Salesperson MTD/PTD vs Previous Year
Thank you.
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