Customer Orders by Product Report

This report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.

Before you start

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Reporting Period Allows the user to select the reporting period from a list of options or set a custom date range. The report is filtered by transaction dates (COGS within range) or invoice date (all COGS). (See NOTE below.)
Show COGS Choose whether COGS are calculated from COGS with the selected time period only or all COGS on the record.
Layout Set to the Default layout. Allows selection of saved layouts, if any.
Save Layout As Allows saving a layout for potential future use.
Reset Layout Resets the layout to the default layout or selected saved layout.

Note: Customer orders by product report pulls entries based on transactions dates (if COGS within date range is selected) or invoice dates (if all COGS is selected.

Transaction dates include invoice authorization, ship tab authorization (COGS) and payments. For dropshipped products, COGS transactions are triggered when dropship purchase invoice is authorized. If you need COGS to have same date as the invoice, you need to change delivery date same as the invoice date (you can undo the ship tab to do this.)

If only COGS within date range is selected, a) you may see invoice dates from before the reporting period (with COGS transactions within the reporting period) and b) may see some 0 COGS values (if the ship date is out of the reporting period).

If All COGS is selected, the report will pull entries by invoice date, but COGS will be shown regardless of when the ship tab was authorized. If the ship tab has NOT yet been authorized, COGS will be 0.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Fields

SKU Product SKU
Product Name of the product
Category Product category
Brand Product brand
Document # Invoice Number identifying the sale invoice
Date Invoice issue date
Customer Customer name
Location Name of the location from where goods were picked/dispatched
Customer Reference Customer Reference associated with the sale
Sales Representative Name of the sales representative associated with the sale
Customer Tags Comma-separated Customer Tags
Customer Additional Attributes 1-10 Values of customer additional attributes
Year Year of the sale order
Quarter Quarter of the sale order
Month Month of the sale order
Family Product Family name
Unit Product unit of measure
Product Additional Attributes 1-10 Values of product additional attributes
Customer Additional Attributes 1-10 Values of customer additional attributes
Product Tags Invoice issue date
Shipment Date Date order was shipped
City Customer address city
Country Customer address country
State Customer address state
Postcode Customer address postcode

Data headers

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 Tax on the sale order
Discount Average Discount applied to the invoice line
COGS Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when the Max Ship date from the Ship tab is within the specified From - To date range. Will include Credit Note COGS only when the Credit Note date is within the 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 = Sale - COGS (in base currency)
Profit less journals Profit - any additional journal transactions in base currency

Note: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.

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