Sale Credit Notes By Product Report
The report shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.
Prerequisites
Data from this report can be exported in Excel, PDF or RTF format.
Input:
Reporting Period |
Allows the user to select the time period from a list of options or set a custom date range. |
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. |
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.
Note: Sale Credit Notes 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.
Gift Card sales do not have COGS so will not show a margin or profit, and therefore do not appear in the report. When a gift card is redeemed, it will be used as payment, so it will be reflected as a payment amount.
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 |
Invoice # |
Invoice Number identifying the sale invoice |
Credit Note # |
Credit Note number |
Invoice Date |
Date the invoice was issued |
Invoice Due Date |
Date the payment is due for the invoice |
Credit Note Date |
Date the credit note was issued |
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 |
Product Tags |
Invoice issue date |
City |
Customer address city |
Country |
Customer address country |
State |
Customer address state |
Postcode |
Customer address postcode |
Data Headers | |
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 the credit note line |
COGS |
Cost of Goods Sold in base currency = Credit Note COGS |
Note: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB