Purchase Order Pending Report

This report shows pending purchase orders. Purchase order is pending if it has been authorized but the invoice for the ordered items has not been processed yet and/or stock is not received.

Input

Following are input for this report.

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU, ordered but not yet fully billed.
Product	The name of the product, ordered but not yet fully billed.
PO #	Purchase Order Number the product is ordered by.
PO Date	Date of the purchase order.
Status	Purchase status.
Supplier	Supplier name who received the purchase order.
Ordered	Quantity of the product being ordered.
To Invoice	Quantity of the product not yet billed.
To Receive	Quantity of the product not yet received.
Year	Year of purchase order date.
Quarter	Quarter of purchase order date.
Month	Month of purchase order date.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Required By	Date when stock is expected to be received.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Purchase Order Details Report

This report shows details of purchase orders made during given period of time and, optionally, status of the invoice. User can see all products ordered during the period.

Input

Following are input for this report.

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU
Product	The name of the product
PO #	Purchase Order Number the product is ordered by.
PO Date	Date of the purchase order.
Invoice #	Purchase Invoice Number.
Invoice Date	Invoice Date of the purchase order.
Status	Purchase status.
Supplier	Supplier name who received the purchase order.
Quantity	Ordered quantity.
Price	Ordered price (without discount).
Total	Line Total for the product.
Year	Year of purchase order date.
Quarter	Quarter of purchase order date.
Month	Month of purchase order date.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Comment	Invoice line comment.
Required By	Date when stock is need to be delivered.
Currency	Supplier currency code this purchase is created in.
PO Status	Purchase order status.
Invoice Status	Status of the invoice
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Purchase Order Summary Report

This report shows purchase orders made during given period of time and, optionally, status of the invoice.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Supplier	Supplier name who received the purchase order.
PO #	Purchase Order Number the product is ordered by.
PO Date	Date of the purchase order.
Invoice Date	Invoice Date of the purchase order.
Required By	Date when purchase needs to be delivered.
Status	Purchase status.
Order Total	Total Ordered amount.
Invoice Total	Total Billed amount. Includes Credit Note if any.
Paid Total	Total Paid amount. Includes Credit Note refund if any.
Due	Amount not yet paid. Due = Invoice Total - Paid Total
Year	Year of purchase order date.
Quarter	Quarter of purchase order date.
Month	Month of purchase order date.
Currency	Supplier currency code this purchase is created in.
Invoice #	Invoice number assigned by supplier.
PO Status	Purchase order status.
Invoice Status	Status of the invoice
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.

Purchase Order vs Invoice Report

This report compares what has been ordered vs what has been invoiced. This will show all discrepancies between invoices and purchase orders.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
PO #	Purchase Order Number the product is ordered by.
Supplier	Supplier name who received the purchase order.
Order Quantity	Ordered quantity.
Invoice Quantity	Invoiced quantity.
Diff Quantity	Difference between Invoiced and Ordered quantity.
Order Price	Purchase order price without discount.
Invoice Price	Invoice price without discount.
Diff Price	Difference between Invoice and Order price.
Order Total	Purchase order line total.
Invoice Total	Purchase invoice line total.
Diff Total	Difference between Invoice and Order line total.
Year	Year of purchase order date.
Quarter	Quarter of purchase order date.
Month	Month of purchase order date.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Currency	Supplier currency code this purchase is created in.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Stock Received Not Invoiced Report

This report displays Stock received via Purchase but not yet invoiced/billed filtered by Date Received. Un-invoiced receipts are products you have received that your supplier did not invoice yet.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU.
Product	Product name.
PO #	Purchase Order Number identifying the purchase.
PO Date	Date of the purchase order.
Received Date	Date when stock was received.
Supplier	Supplier name.
Quantity	Quantity of the product received.
Cost	Cost of 1 unit of product from Purchase Order.
Total	Total = Cost * Quantity.
Required By	Date when purchase needs to be delivered.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.

Purchase Invoice Details Report

This report shows purchase invoice details. User can see all products invoiced during given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU.
Product	The name of the product.
PO #	Purchase order number identifying the purchase.
Invoice #	Purchase invoice number.
Invoice Date	Date when Invoice was created.
Status	Purchase status.
Supplier	Supplier name who issued the invoice.
Quantity	Invoiced quantity.
Price	Invoice price (without discount).
Total	Line Total for the product.
Year	Year of invoice date.
Quarter	Quarter of invoice date.
Month	Month of invoice date.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Comment	Invoice line comment.
Required By	Date when purchase needs to be delivered.
Currency	Supplier currency code this purchase is created in.
Invoice Status	Status of the invoice
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Purchase Invoice Summary Report

This report shows invoice and credit notes summaries for given period including outstanding payment amounts.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

PO #	Purchase Order Number the product is ordered by.
Invoice #	Invoice number assigned by supplier.
Supplier	Supplier name who issued the invoice.
Invoice Date	Date when Invoice was created.
Status	Purchase status.
Invoice Total	Total billed amount. Includes Credit Note if any.
Paid Total	Total paid amount. Includes Credit Note refund if any.
Due	Amount not yet paid. Due = Invoice Total - Paid Total
Year	Year of invoice date.
Quarter	Quarter of invoice date.
Month	Month of invoice date.
Currency	Supplier currency code this purchase is created in.
Invoice Due Date	Date when Invoice is due.
Required By	Date when purchase needs to be delivered.
Invoice Status	Status of the invoice
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.

Stock Received vs Invoice Report

This report compares stock received vs invoice. User can see what has been received but not invoiced or what has been invoiced but not received.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU.
Product	Product name.
PO #	Purchase Order Number identifying the purchase.
Invoice #	Invoice Number issued by supplier.
Invoice Date	Date of the invoice.
Received Date	Date when stock was received.
Supplier	Supplier name.
Received	Quantity of the product received.
Invoiced	Quantity of the product invoiced.
PO Total	Purchase Order Total for the product received excluding tax.
Required By	Date when purchase needs to be delivered.
Invoice Due Date	Date when Invoice is due.
Invoice Status	Status of the invoice.
Stock Status	Status of the stock received.
Status	Purchase status.
Location	Location this purchase intended for.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.

Purchase Cost Analysis Report

Purchase cost analysis report detailing costs associated with purchasing every product during given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

Supplier	Supplier name.
PO #	Purchase order number identifying the purchase.
Invoice #	Purchase invoice number.
SKU	Unique product stock keeping unit.
Product	Name of the product.
Location	Location product is received at.
Batch #	Batch or Serial number associated with stock received.
Quantity	Received quantity minus unstock quantity if any.
Main Cost	Main invoice cost for the batch.
Additional Cost	Portion of additional costs distributed to the batch.
Journals	Portion of additional not capitalised costs distributed to the batch.
Tax	Tax amount combining both main invoice and portion of additional costs associated with the batch.
Currency	Supplier currency code this purchase is created in.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Supplier SKU	Product stock keeping unit assigned by supplier.
Supplier Product	Product name assigned by supplier.
Order Date	Date when purchase was created.
Expiry Date	Date when current product batch expires.
Status	Purchase status.
Year	Year of invoice date.
Quarter	Quarter of invoice date.
Month	Month of invoice date.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Supplier Financial Summary Report

This report indicates summaries of all financial transactions for every supplier including opening and closing balances for each supplier.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

Supplier	Supplier name.
Invoice Date	Date when Invoice was created.
Opening Balance	Opening balance of the supplier on From date.
Invoice Total	Totals of invoices for the period.
Paid Total	Total paid amount for the period.
Closing Balance	Closing balance for the supplier
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.

Product Prices By Supplier

This report shows product’s last price & Fixed price by all suppliers from which PO has been issued.

Output

Following are columns of output report, this report can be exported as Excel csv.

Product	Product SKU.
Category	Product category.
Supplier	The name of supplier.
Supplier SKU	Product SKU as specified by Supplier.
Supplier Product Name	Product Name as specified by Supplier.
URL	URL of web page describing the product on supplier's web site.
Latest Price	Latest Price of product excluding discount from most recent purchase invoice of Supplier.
Fixed Price	Fixed Price of product defined by Supplier.
Drop Ship	Drop shipment provide by Supplier Yes/No

Inventory Suppliers Report

This report shows suppliers for all products.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU.
Product	The name of product in Cin7 Core.
Supplier	The name of supplier.
Supplier SKU	Product SKU as specified by Supplier.
Supplier Product Name	Product Name as specified by Supplier.
Latest Price	Latest Price of product excluding discount from most recent purchase invoice of Supplier.
Fixed Price	Fixed Price of product defined by Supplier.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Unit	Product unit of measure.
Supplier Product URL	URL of web page describing the product on supplier's web site.
Supplier Additional Attribute 1-10	Values of additional supplier attributes.
Product Additional Attribute 1-10	Values of additional product attributes.

Outstanding Quotes Report

This report shows all authorized quotes without authorized sale order/invoice issued during specified time interval.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

Order #	Sale Order Number identifying the quote.
Customer	Customer name.
Sales Representative	Company sales representative responsible for the quote.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Quantity	Quoted quantity.
Total	Line Total for the product including tax.
Date	Date when quote was issue.
Year	Year of quote issue date.
Quarter	Quarter of quote issue date.
Month	Month of quote issue date.
Location	Location this sale will be dispatched from.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Customer Tags	Comma-separated customer tags.
Currency	Currency code this quote is created in.

Sale Overview Report

This report shows overview of all sales filtered by sale order date. It shows COGS and Payment information even if effective date is outside of From - To date range.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

Order #	Sale Order Number identifying the sale.
Invoice #	Invoice Number identifying sale invoice.
Customer	Customer name.
Order Date	Sale order date.
Status	Sale status. The same as can be seen on Sales List.
Ready For Shipment	Indicates if sale has been shipped, ready or not ready to be shipped.
Invoice	Total of invoice - Total of credit note including tax in base currency.
Sale	Total of invoice - Total of credit note excluding tax in base currency.
Paid	Total Paid - Total Refunded in base currency.
Due	Due amount = Invoice - Paid. In base currency.
COGS	Cost of Goods Sold in base currency.
Journals	Total of all Additional Transactions associated with the sale in base currency.
Profit	Profit = Invoice - COGS. In base currency.
FX Gain/Loss	Foreign Exchange gains and losses.
Invoice Date	Invoice issue date.
Due Date	Date when invoice is due for payment.
Sales Representative	Name of sales representative associated with the sale.
Ship By	Date when order needs to be shipped.
Customer Reference	Customer reference.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.
Customer Tags	Comma-separated customer tags.
Credit Note #	Credit note number.
Quote Status	Status of the quote.
Sale Order Status	Status of the order.
Pick Status	Status of the picking.
Pack Status	Status of the packing.
Ship Status	Status of the shipment.
Invoice Status	Status of the invoice.
Credit Note Status	Status of the credit note.
Notes	Sale Notes.

Sale Order Details Report

This report shows sale order details for authorized sale orders filtered by sale order date.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

SKU	Product SKU.
Product	The name of the product.
Order #	Sale Order Number identifying sale order.
Order Date	Sale Order Date.
Customer	Customer name.
Location	Default location selected for sale.
Status	Status of sale.
Quantity	Quantity of the product ordered (doesn't include restocked quantity.
Discount	Average Discount applied.
Tax	Tax calculated for line.
Total	Total amount invoiced with tax.
Sale	Total amount excluding tax.
Customer Tags	Comma-separated customer tags.
Unit	Product unit of measure.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Invoice Status	Status of the Invoice in sale.
Invoice Date	Invoice issue date.
Invoice #	Invoice Number identifying sale invoice.
Ship by	Date when order is to be shipped.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.
Sales Representative	Name of sales representative associated with the sale.
Customer Reference	Customer Reference associated with the sale.
Product Additional Attribute 1-10	Values of product additional attributes.
Customer Additional Attribute 1-10	Values of customer additional attributes.

Pending Sale Orders Report

This report shows all authorized sale orders without authorized pick issued during specified time interval.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report.

Order #	Sale Order Number identifying the sale.
Customer	Customer name.
Sales Representative	Company sales representative responsible for the sale.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Quantity Required	Ordered quantity.
Date	Date of sale order.
Year	Year of sale order date.
Quarter	Quarter of sale order date.
Month	Month of sale order date.
Location	Location this sale will be dispatched from.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Customer Tags	Comma-separated customer tags.
Currency	Currency code this sale is created in.
Customer Reference	Sale customer reference.
Ship by	Ship by date.
Product Additional Attribute 1-10	Values of product additional attributes.
Customer Additional Attribute 1-10	Values of customer additional attributes.

Sale Profit Summary Report

This report shows profit and additional financial summary for sales.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Customer	Customer name.
Order #	Sale Order Number identifying the sale.
Invoice #	Invoice Number identifying sale invoice.
Invoice Date	Invoice issue date.
Credit Note Date	Credit Note issue date.
Shipment Date	Date of the shipment.
Invoice	Total of invoice - Total of credit note including tax in base currency.
Sale	Total of invoice - Total of credit note excluding tax in base currency.
Paid	Total Paid - Total Refunded in base currency.
Due	Due amount = Invoice - Paid. In base currency.
COGS	Cost of Goods Sold in base currency.
Journals	Total of all Additional Transactions associated with the sale in base currency.
Profit	Profit = Invoice - COGS. In base currency.
Gross Margin	Gross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.
Markup	Markup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.
FX Gain/Loss	Foreign Exchange gains and losses.
Customer Tags	Comma-separated customer tags.
Sales Representative	Name of sales representative associated with the sale.
Ship By	Date when order needs to be shipped.
Due Date	Date when invoice is due for payment.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.

Profit by Sales Representatives Report

This report shows profit and additional financial summary by sales representatives.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Sales Representative	Name of sales representative associated with the sale.
Customer	Customer name.
Invoice #	Invoice Number identifying sale invoice.
Invoice Date	Invoice issue date.
Due Date	Date when invoice is due for payment.
Credit Note Date	Credit Note issue date.
Shipment Date	Date of the shipment.
Invoice Lines	Total of invoice lines - Total of credit note lines including tax in base currency.
Lines Tax	Combined tax amount for all lines in invoice (excluding additional charges) in base currency.
Additional Charges	Total of invoice additional charges - Total of credit note additional charges including tax in base currency.
Additional Charges Tax	Combined tax amount for all additional charges in invoice in base currency.
Total Invoice	Total of invoice - Total of credit note including tax in base currency.
Sale	Total of invoice without taxes in base currency.
Paid	Total Paid - Total Refunded in base currency.
Due	Due amount = Invoice - Paid. In base currency.
COGS	Cost of Goods Sold in base currency.
Journals	Total of all Additional Transactions associated with the same in base currency.
Profit	Profit = Invoice - COGS. In base currency.
FX Gain/Loss	Foreign Exchange gains and losses.
Gross Margin	Gross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.
Markup	Markup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.
Customer Tags	Comma-separated customer tags.
Ship By	Date when order needs to be shipped.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.
Customer Reference	Sale Customer Reference.
Status	Sale status.

Sales By Product Details Report

This report shows quantities, profit and additional financial summary for sales by product.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Order #	Sale Order Number identifying the sale.
Order Date	Sale Order date.
Invoice #	Invoice Number identifying sale invoice.
Invoice Date	Invoice issue date.
Credit Note Date	Credit Note issue date.
Shipment Date	Date of the shipment.
Customer	Customer name.
Sales Representative	Name of sales representative associated with the sale.
Quantity	Quantity of the product sold (by invoice - credit note restock).
Weight	Weight of the product Quantity.
Invoice	Invoice Line Total - Credit Note Line Total including tax in base currency. Will include "Invoice Line Total" only when Invoice Date is within specified From - To date range
Sale	Invoice Line Total - Credit Note Line Total excluding tax in base currency. Will include "Invoice Line Total" only when Invoice Date is within specified From - To date range
Tax	Invoice Line Tax - Credit Note Tax in base currency. Will include "Invoice Line Tax" only when Invoice Date is within specified From - To date range
COGS	Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when Max Ship date from Ship tab is within specified From - To date range. Will include -Credit Note COGS only when Credit Note date is within specified From - To date range.
Journals	Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount
Profit	Profit = Invoice - COGS - Tax. In base currency.
Customer Tags	Comma-separated customer tags.
Unit	Product unit of measure.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Invoice Status	Status of the Invoice in sale.
Shipment Status	Shipment status in Sale.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.
Product Additional Attribute 1-10	Values of product additional attributes.
Customer Additional Attribute 1-10	Values of customer additional attributes.

Sales By Product Summary Report

This report shows quantities, profit and additional financial summary for sales by product.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Customer	Customer name.
Sales Representative	Name of sales representative associated with the sale.
Quantity	Quantity of the product sold (by invoice - credit note restock).
Weight	Weight of the product Quantity.
Invoice	Invoice Line Total - Credit Note Line Total including tax in base currency. Will include "Invoice Line Total" only when Invoice Date is within specified From - To date range
Sale	Invoice Line Total - Credit Note Line Total excluding tax in base currency. Will include "Invoice Line Total" only when Invoice Date is within specified From - To date range
Tax	Invoice Line Tax - Credit Note Tax in base currency. Will include "Invoice Line Tax" only when Invoice Date is within specified From - To date range
COGS	Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when Max Ship date from Ship tab is within specified From - To date range. Will include -Credit Note COGS only when Credit Note date is within specified From - To date range.
Journals	Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount
Profit	Profit = Invoice - COGS. In base currency.
Customer Tags	Comma-separated customer tags.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.

Sale Price History Report

This report shows sale price fluctuations for all active products by location and price tier.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Invoice Date	Date when price changed to new value.
Price	Price without discount in customer currency specified in Currency field.
Year	Year of price change date.
Quarter	Quarter of price change date.
Month	Month of price change date.
Location	Location this sale is dispatched from.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Currency	Currency code this quote is created in.
Price Tier	Name of the price tier the sale is made in.

Backorder Details Report

This report shows all authorized sale orders with not yet shipped backordered lines.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Order #	Sale Order Number identifying the sale.
Customer	Customer name.
Sales Representative	Company sales representative responsible for the sale.
SKU	Product SKU.
Product	The name of the product.
Ship By	Ship goods by this date.
Quantity Required	Ordered quantity.
Location	Location this sale will be dispatched from.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Customer Tags	Comma-separated customer tags.
Unit	Product unit of measure.
Date	Date of sale order.

Backorder Summary Report

This report shows summary of all backordered sales.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Supplier	Supplier name.
Quantity Required	Backordered quantity.
Quantity On Hand	Current quantity on hand.
Quantity Remaining	Currently available quantity.
Quantity Ordered	Already ordered quantity.
Location	Location name.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.

Find Sale By Purchase Order Report

This report allows to find all sales included in specific purchase order created via Reorder Backordered function.

Input

Following are input for this report

Only not shipped sales	Option to select Only not shipped sales or all Sales
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Purchase Order #	Purchase order number identifying purchase order created via Reorder Backordered function.
Purchase Invoice #	Invoice number issued by supplier.
Invoice #	Invoice Number identifying sale invoice.
Supplier	Supplier name.
Stock Received	"Yes" if Stock Received is authorized on Purchase, "No" otherwise.
Sale Order #	Sale order number identifying backordered sale.
Sale Order Date	Date of sale order.
Sale Invoice #	Sale invoice number identifying backordered sale invoice.
Customer	Customer name.
Customer Reference	Reference provided to the customer.
Sales Representative	Sales representative associated with the sale.
Ship By	Ship your sale by this date.
Ready for Shipment	Indication if sale is ready to be fully picked and shipped.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Customer Additional Attribute 1-10	Values of Additional customer attributes.

Customer Payment Details Report

This report shows payment details by customer with invoiced, Paid and still Due amount.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Customer	Customer name.
Invoice #	Invoice Number identifying sale invoice.
Invoice Date	Invoice issue date.
Due Date	Date when invoice is due for payment.
Sales Representative	Name of sales representative associated with the sale.
Invoice Total	Total of invoice - Total of credit note including tax.
Paid	Total Paid - Total Refunded.
Due	Due amount = Invoice - Paid - FX Gain/Loss.
FX Gain/Loss	Foreign Exchange gains and losses.
Year	Year of invoice date.
Quarter	Quarter of invoice date.
Month	Month of invoice date.
Customer Tags	Comma-separated customer tags.
Customer Reference	Additional reference provided to customer to identify the sale.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Shipping Address 1	Shipment address line 1.

Customer Payment Summary Report

This report shows payment details by customer with invoiced, Paid and still Due amount.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Currency	Allow user to select Currency for report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

Customer	Customer name.
Last Invoice Date	Last invoice date with in specified From - To period.
Last Payment Date	Last Date payment/refund was processed with in specified From - To period.
Invoice Total	Summary of all invoiced and credited amounts including tax.
Paid	Summary of all received and refunded amounts for the period.
Due	Due amount = Invoice - Paid - FX Gain/Loss.
FX Gain/Loss	Foreign Exchange gains and losses for the period.
Customer Tags	Comma-separated customer tags.

Customer Orders by Product Report

This report shows detailed financial and quantity-related information about each product sold.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Invoice #	Invoice Number identifying sale invoice.
Invoice Date	Invoice issue date.
Customer	Customer name.
Location	Name of the location from where goods were picked/dispatched.
Quantity	Quantity of the product sold (by invoice - credit note restock).
Invoice	Invoice Line Total - Credit Note Line Total including tax in base currency.
Sale	Invoice Line Total - Credit Note Line Total excluding tax in base currency.
Tax	Invoice Line Tax - Credit Note Tax in base currency.
Discount	Average Discount applied to invoice line.
COGS	Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when Max Ship date from Ship tab is within specified From - To date range. Will include -Credit Note COGS only when Credit Note date is within specified From - To date range.
Journals	Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount
Profit	Profit = Invoice - COGS. In base currency.
Customer Tags	Comma-separated customer tags.
Unit	Product unit of measure.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Invoice Status	Status of the Invoice in sale.
Shipment Status	Shipment status in Sale.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Sales Representative	Name of sales representative associated with the sale.
Customer Reference	Customer Reference associated with the sale.

Sale Credit Notes By Product Report

This report shows detailed financial and quantity-related information about each sale credit note.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Invoice #	Invoice Number identifying sale invoice.
Credit Note #	Credit Note Number identifying sale credit note.
Credit Note Date	Credit Note issue date.
Invoice Date	Invoice issue date.
Customer	Customer name.
Location	Name of the location from where goods were picked/dispatched.
Quantity	Quantity of the product credited.
Credited	Credit Note Line Total including tax in base currency.
Sale	Credit Note Line Total excluding tax in base currency.
Discount	Average Discount applied to credit note line.
COGS	Cost of Goods Sold in base currency = Credit Note COGS.
Invoice Due Date	Invoice due date.
Customer Tags	Comma-separated customer tags.
Unit	Product unit of measure.
Category	Product category.
Brand	Product brand.
Product Tags	Comma-separated product tags.
Family	Product family name.
Country	Shipment address country.
State	Shipment address state.
City	Shipment address city.
Postcode	Shipment address postcode.
Sales Representative	Name of sales representative associated with the sale.
Customer Reference	Customer Reference associated with the sale.

Product Availability

This report shows availability status of inventory items.

Input

Following are input for this report

Refresh	Refresh button for the report
Export	This button will allow user to export report data in Excel
Print	Allow user to Print Labels for selected products

Output

Following are the output fields of the report

Category	Product category.
Product	The name of the product.
Location	Location this sale will be dispatched from.
Bin	Shows Bin in which Product is placed
Batch/Serial #	Batch or Serial Number of Product
Expiry Date	Expiry Date of Product
Stock Value	Value of Stock
On Hand	Quantity on Hand
Available	Quantity Available for Sale
On Order	Quantity for which Purchase Order has been places with suppliers
Allocated	Quantity for which order has been received from customer i.e. quantity allocated to sale orders

Inventory Movement Details Report

This report shows all stock movements in specified date interval. "Filter by" defines what dates are used as a base stock movement date or transaction effective date.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Filter by	Allow user to either filter by Stock Movement Date or by Transaction Effective Date
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Location	Location name.
Bin	Bin where stock is located within Location.
Type	Type of movement. In or Out of the location.
Reference	Task Reference responsible for stock movement.
Date	Effective date of stock movement
Quantity In	Quantity of stock moved into the location
Quantity Out	Quantity of stock moved out of the location
Cost In	Cost of the stock moved into the warehouse in base currency.
Cost Out	Cost of the stock moved out of the warehouse in base currency.
Year	Year of effective date of stock movement.
Quarter	Quarter of effective date of stock movement.
Month	Month of effective date of stock movement.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Stock Locator	Location in the warehouse.
Product Additional Attribute 1-10	Values of product additional attributes.

Inventory Movement Summary Report

This report shows summary of stock movements in specified From - To timeframe together with stock on hand value on To date.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs

Location	Location name.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Quantity On Hand	Quantity on hand on To date.
In	Quantity of stock moved into the location within From - To time frame.
Out	Quantity of stock moved out of the location within From - To time frame.
Unit Cost	Unit cost of the stock on To date in base currency.
Stock On Hand	Stock on hand on To date in base currency.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Volume On Hand	Volume on hand now calculated as Product Height * Product Width * Product Length * Quantity On Hand.
Stock Locator	Location in the warehouse.
Product Additional Attribute 1-10	Values of product additional attributes.

Products Price List Report

This report shows product price list.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

Following are the output fields of the report

SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Category	Product category.
Brand	Product brand.
Price Tiers 1 to 10	Prices in Customer Currency for all price tiers. Price Tier names can be changed on General Settings page.
Family	Product family name.
Family Option 1 Value	Value of Option 1 of this product in product family.
Family Option 1 Name	Name of Option 1 of product family the product belongs to. Can be added to report via More Fields button.
Family Option 2 Value	Value of Option 2 of this product in product family.
Family Option 2 Name	Name of Option 2 of product family the product belongs to. Can be added to report via More Fields button.
Family Option 3 Value	Value of Option 3 of this product in product family.
Family Option 3 Name	Name of Option 3 of product family the product belongs to. Can be added to report via More Fields button.
Tags	Comma-separated product tags.
Stock Locator	Location of the product within a warehouse.
Product Attribute 1-10	Additional attributes 1 to 10 values of the product belonging to some attribute set. Can be added to report via More Fields button.
Weight	Product Weight. Can be added to report via More Fields button.
Width	Product Width. Can be added to report via More Fields button.
Height	Product Height. Can be added to report via More Fields button.
Barcode	Product Barcode. Can be added to report via More Fields button.
Average Cost	Product Average Cost in base currency.
Product Additional Attribute 1-10	Values of product additional attributes.

Products Stock Level Report

This report shows current stock level of all active products in all locations.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

Following are the output fields of the report

Location	Location name.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Quantity On Hand	Quantity on hand now.
Allocated	Stock allocated by pending Production and Sale tasks.
On Order	Stock ordered from suppliers/currently being manufactured.
Unit Cost	Unit cost of the product stock now in base currency.
Stock On Hand	Stock on hand now in base currency.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Reorder Quantity	Quantity of the product to reorder as configured for the product.
Minimum Before Reorder	Minimum stock level for the product to appear on Reorder stock form.
Volume On Hand	Volume on hand now calculated as Product Height * Product Width * Product Length * Quantity On Hand.
Product Additional Attribute 1-10	Values of product additional attributes.

Products Reordering Report

This report shows stock level details necessary for stock refill.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

Following are the output fields of the report

Location	Location name.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Supplier	Name of the supplier who is associated with the product.
Available	Currently available stock.
On Order	Stock on order.
Purchase Price	Product Purchase price in Supplier currency.
Reorder Quantity	Quantity of the product to reorder as configured for the product.
Minimum Before Reorder	Minimum stock level for the product to appear on Reorder stock form.
Product Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Products Low on Stock Report

This report shows products with stock levels below reorder point.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

Following are the output fields of the report

Location	Location name.
SKU	Product SKU.
Product	The name of the product.
Unit	Product unit of measure.
Supplier	Name of the supplier who is associated with the product.
Available	Currently available stock.
On Order	Stock ordered but not yet received.
Purchase Price	Product Purchase price in Supplier currency.
Reorder Quantity	Quantity of the product to reorder as configured for the product.
Minimum Before Reorder	Minimum stock level for the product to appear on Reorder stock form.
Product Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Supplier Additional Attribute 1-10	Values of Additional supplier attributes.
Product Additional Attribute 1-10	Values of product additional attributes.

Inventory Aging Report

This report shows how long products stay in stock by time intervals.

Input

Following are input for this report

Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

Following are the output fields of the report

SKU	Product SKU.
Product	The name of the product.
Batch #	Batch or Serial Number.
Expiry Date	Expiry Date of the batch.
0-30 Days	Quantity purchased 30 or less days ago.
30-60 Days	Quantity purchased less than 60 days ago but more than 30 days ago.
60-90 Days	Quantity purchased less than 90 days ago but more than 60 days ago.
90-120 Days	Quantity purchased less than 120 days ago but more than 90 days ago.
120-150 Days	Quantity purchased less than 150 days ago but more than 120 days ago.
150-180 Days	Quantity purchased less than 180 days ago but more than 150 days ago.
Above 180 Days	Quantity purchased more than 180 days ago.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Location	Location name.
Bin	Bin where stock is located within Location.
Unit	Product unit of measure.
Product Additional Attribute 1-10	Values of product additional attributes.

Lot Expiry Report

This report shows all product batches due to expire on specified date.

Input

Following are input for this report

Lot expire before	Allow user to select a date i.e. Expiry date
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report

SKU	Product SKU.
Product	The name of the product.
Location	Location name.
Bin	Bin where stock is located within Location.
Batch #	Batch or Serial number to expire.
Expiry Date	Batch expiry date.
Quantity On Hand	Current quantity on hand on the batch.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Unit	Product unit of measure.
Year	Year of expiry date.
Quarter	Quarter of expiry date.
Month	Month of expiry date.
Product Additional Attribute 1-10	Values of product additional attributes.

Lot Recall

This report shows Customers, Stock On hand and Suppliers of selected product & Batch#

Input

Following are input for this report

Product	Allow user to select a Product
Batch / Lot / Serial Number	Allow user to select a batch/lot/serial number of above selected product

Output

After setting inputs described above, when you press Show button, report will refresh as per inputs, there are following output field available for this report

Customer	Shows list of Customers against whom a SO has been issued for the selected product & batch #
Customer	Customer’s name
Phone	Customer’s Phone number
E-mail	Customer’s e-mail
Address Line1	Customer’s Line 1
Address Line2	Customer’s Line 2
Task	SO number of Sale
SKU	SKU
Quantity	Quantity in SO
Stock On Hand	Shows Stock on Hand for selected product & Batch
Location	Location of the Product
Product	Product Name
Batch/Serial No	Batch / Serial Number of the product
Expiry Date	Expiry Date of the product
On Hand	Quantity on Hand
Allocated	Quantity Allocated to Sale orders
Suppliers	Shows list of Supplier to whom a PO has been issued for the selected product & batch #
Supplier	Supplier’s name
Phone	Supplier’s Phone number
E-mail	Supplier’s e-mail
Task	PO number of Purchase
Product	Product Name
Quantity	Quantity in PO

Job Costing Materials Report

This report shows materials used on the particular job during given period of time. It also indicates where this material were purchased if it came not from warehouse.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Job #	Job number.
Customer	Customer name the job is done for.
Date	Date when expense happened.
Job	Job description.
Status	Status of the job.
SKU	SKU of the product spent for the job.
Product	Name of the product spent for the job.
Unit	Product unit of measure.
Quantity	Quantity used.
Price	Product purchase price in base currency.
Tax	Tax if any in base currency.
Total	Total purchase invoice line without tax / Total manufacturing cost of the product.
Year	Year of the date when expense happened.
Quarter	Quarter of the date when expense happened.
Month	Month of the date when expense happened.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Address	Job address.
Contact	Job contact details.
Supplier	Supplier from whom materials were bought. Empty for Issue to Production and Finished Goods expenses.
Product Additional Attribute 1-10	Values of product additional attributes.

Finished Goods Analysis Report

This report shows completed finished goods quantity and cost split by components/services.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Assembly #	Assembly number.
Status	Finished Goods task status. In progress and Authorized tasks are displayed regardless of the date range specified
Location	Location of the assembly.
Assembled SKU	SKU of the assembled product.
Assembled Product	Name of the assembled product.
Component SKU	SKU of the material/service used in production.
Component	Name of the material/service used in production.
Type	Type of component used in production. Services or Materials
Yield	Actual yield of assembled product.
Production Cost	Total cost of assembled product (for the quantity specified in Yield) in base currency.
Component Quantity	Total quantity of the component used in production.
Component Cost	Total cost of the component used in production.
Completion Date	Date when Finished Goods task was completed.
Assembled Tags	Tags associated with the assembled product.
Assembled Unit	Unit of measure for the assembled product.
Assembled Category	Category of the assembled product.
Assembled Brand	Brand of the assembled product.
Assembled Family	Family name of the assembled product.
Component Batch #	Batch or serial number of the material used in production.
Year	Year of assembly completion date.
Quarter	Quarter of assembly completion date.
Month	Month of assembly completion date.
Product Additional Attribute 1-10	Values of product additional attributes.

Disassembly Analysis Report

This report shows completed dis-assemblies with quantity and cost split by components.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Disassembly #	Disassembly number.
Location	Location of the disassembly.
Assembled SKU	SKU of the disassembled product.
Assembled Product	Name of the disassembled product.
Component SKU	SKU of the component produced from disassembly or Labour / Overhead used.
Component	Name of the component produced from disassembly or Labour / Overhead used.
Type	Type of component used in disassembly. Services or Materials
Disassembled Quantity	How many of the product was disassembled.
Disassembled Cost	Total cost of disassembled product (for the quantity specified in Disassembled Quantity) in base currency.
Services Cost	Total cost of services included in the result value of Component Costs in base currency.
Component Quantity	Total quantity of the component produced as a result of disassembly.
Component Cost	Total cost of the component produced as a result of disassembly.
Date	Date when Disassembly task was completed.
Dissembled Tags	Tags associated with the disassembled product.
Dissembled Unit	Unit of measure for the disassembled product.
Dissembled Category	Category of the disassembled product.
Dissembled Brand	Brand of the disassembled product.
Dissembled Family	Family name of the disassembled product.
Component Batch #	Batch or serial number of the component produced as a result of disassembly.
Year	Year of disassembly completion date.
Quarter	Quarter of disassembly completion date.
Month	Month of disassembly completion date.
Product Additional Attribute 1-10	Values of product additional attributes.

Balance Sheet Report

This report shows simple snapshot of all financial transactions happened within given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Account Class	Ledger account class.
Account Code	Ledger account code.
Job #	Job number if applicable.
Opening Balance	Opening balance for the account.
Debit	All debit turnovers for the period.
Credit	All credit turnovers for the period.
Closing Balance	Closing balance for the account

Transactions Report

This report shows detailed financial transactions happened within given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Type	Transaction type.
Reference	Document reference.
Debit	Debit account.
Credit	Credit account.
Amount	Value of transactions in base currency.
Description	Transaction description.
Date	Effective date of transaction
Debit Job #	Debit sub-account of Job #
Credit Job #	Credit sub-account of Job #

Transactions VS Stock On Hand Difference Report

This report shows difference between stock on hand and transactions on specified Effective Date. If there is no difference then this report will contain no data

Input

Following are input for this report

Effective Date To	Allow user to select a date i.e. effective date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Task #	Task number identifying task with detected difference.
Account	Account name.
Transaction Type	Type of the task.
Stock Amount	Stock Value in base currency.
Document Amount	Document Value in base currency.

Job Costing Profit & Loss Report

This report shows profit made for each job on every Expense/Sale within given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Job #	Job number.
Customer	Customer name the job is done for.
Job	Job description.
Status	Status of the job.
Milestone	Job milestone profit/loss transaction is related to.
Type	Type of profit/loss transaction.
Date	Effective Date of profit/loss transaction.
Reference	Transaction reference.
Expense	Expense associated with the transaction in base currency without tax.
Tax	Tax associated with the transaction in base currency.
Income	Income associated with the transaction in base currency without tax.
Profit	Profit = Income - Expense. Only visible in Totals
Tax	Tax if any in base currency.
Address	Job address.
Contact	Job contact details.
Supplier	Supplier name for transaction type "Purchase".
Start	Date when job started.
Finish	Date when job has been completed.
Year	Year of Effective Date of profit/loss transaction.
Quarter	Quarter of Effective Date of profit/loss transaction.
Month	Month of Effective Date of profit/loss transaction.

Profit & Loss By Product Report

This report shows profit made for each product within given period of time.

Input

Following are input for this report

From	Allow user to select a date i.e. beginning date of required report
To	Allow user to select a date i.e. closing/end date of required report
Update	Update button which refresh report results
Apply Filter	This button show option to set filter on fields used in report
Export	This button will allow user to export report data in Excel, PDF or RTF format

Output

After setting inputs described above, when you press update button, report will refresh as per inputs selected. There are following output field available for this report

Location	Location name.
SKU	Product SKU.
Product	The name of the product.
COGS	Total cost of goods sold amount.
Sale Proceeds	Sale proceeds for the product.
Production / Inventory / Transfer	Cost of the product spent on non-sale transactions.
Profit	Profit = "Sale Proceeds" + "Production / Inventory / Transfer" - "COGS".
Unit	Product unit of measure.
Tags	Comma-separated product tags.
Category	Product category.
Brand	Product brand.
Family	Product family name.
Batch #	Batch or Serial number.
Expiry Date	Batch Expiry Date.
Year	Year of stock movement date.
Quarter	Quarter of stock movement date.
Month	Month of stock movement date.
Product Additional Attribute 1-10	Values of product additional attributes.