Customer Orders by Product Report

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.

Prerequisites

 

 

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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