Sales Reports

Sales Reports

View information about your sales via the Reports module. Most reports can be automatically generated and sent out to authorized users using the Report Scheduling feature available to Cin7 Core customers with Automation module subscriptions.

Users will need the Sales Reporting permission to view or edit purchase reports. See Managing Users & Roles for more information on setting user permissions.

This article displays a summary of each Cin7 Core Sale report, click the links to see further information about each report and answers to common user questions. It is not possible to generate custom reports in Cin7 Core, but the layout can be reorganised and existing report fields can be added and removed. Please check the tables in this article to see which fields are included in each report.

For more information on searching, filtering, exporting and scheduling reports, please see Managing Cin7 Core Reports.

Sale Outstanding Quotes: Shows all authorized quotes without an authorized sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more.

Sale Order Details: Shows details of sale orders. This detailed view to breaks down purchase orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more.

Pending Sale Orders: Shows pending sale orders. A sale order is classed as pending if the order has been authorized but it does not yet have an authorized pick. Use this report to see item quantities required per customer, per sale order, per sales rep. and more.

Fulfillment Details: Shows fulfillment details for authorized sale orders. Use this report to see fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.

Sale Invoices & Credit Notes: This report shows all authorized sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency.

Sales Price History:This report shows sale price fluctuations for all active products during the selected time period. Price history can be further filtered by location, price tier, year, quarter, month and invoice date.

Field Name

Sale Outstanding Quotes

Sale Order Details

Pending Sale Orders

Fulfillment Details

Sale Invoices & Credit Notes

Sales Price History

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

Customer

Yes

Yes

Yes

Yes

Yes

 

Sales Representative

Yes

Yes

Yes

Yes

Yes

 

Order #

Yes

Yes

Yes

Yes

Yes

 

Order Date

 

Yes

Yes

Yes

Yes

 

Invoice #

 

Yes

 

Yes

Yes

 

Invoice Date

 

Yes

 

 

Yes

Yes

Invoice Status

 

Yes

 

 

 

 

Invoice Due Date

 

 

 

 

Yes

 

Currency (Sale/Customer)

Yes

 

Yes

 

Yes

Yes

Credit Note #

 

 

 

 

Yes

 

Credit Note Date

 

 

 

 

Yes

 

Notes (Sale header)

 

Yes

 

 

 

 

Year

 

Yes

Yes

Yes

Yes

Yes

Quarter

 

Yes

Yes

Yes

Yes

Yes

Month

 

Yes

Yes

Yes

Yes

Yes

Customer Reference

 

Yes

Yes

Yes

Yes

 

Customer Tags

Yes

Yes

Yes

 

Yes

 

SKU

Yes

Yes

Yes

 

Yes

Yes

Product

Yes

Yes

Yes

 

Yes

Yes

Brand

Yes

Yes

Yes

 

Yes

Yes

Category

Yes

Yes

Yes

 

Yes

Yes

Product Tags

Yes

Yes

Yes

 

Yes

Yes

Family

Yes

Yes

Yes

 

Yes

Yes

Unit

Yes

Yes

Yes

 

Yes

Yes

Location (Dispatch)

 

Yes

Yes

 

Yes

Yes

Price Tier

 

 

 

 

 

Yes

Status (Sale)

 

Yes

 

 

 

 

Shipment Date

 

Yes

 

 

 

 

Ship By

 

Yes

Yes

 

 

 

Shipping Address Line 1

 

Yes

 

Yes

 

 

City

 

Yes

 

Yes

 

 

State

 

Yes

 

Yes

 

 

Country

 

Yes

 

Yes

 

 

Postcode

 

Yes

 

 

 

 

Customer Additional Attribute 1-10

Yes

Yes

Yes

Yes

 

 

Product Additional Attribute 1-10

Yes

Yes

Yes

Yes

 

Yes

Sale Process Additional Attributes

Yes

Yes

Yes

Yes

 

 

(Quote) is Archived

Yes

 

 

 

 

 

Quote Approval State

Yes

 

 

 

 

 

Fulfillment #

 

 

 

Yes

 

 

Fulfillment Status

 

 

 

Yes

 

 

Carrier

 

 

 

Yes

 

 

Tracking #

 

 

 

Yes

 

 

Comment (Line)

 

 

 

 

Yes

 

Input

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

Yes

Currency

Yes

Yes

Yes

 

 

Yes

Quote Status

Yes

 

 

 

 

 

Data Headers

 

 

 

 

 

 

Total (Qty of product ordered)

Yes

Yes

Yes

Yes

Yes

 

% Discount

 

Yes

 

 

 

 

Sale amount

Yes

Yes

 

 

Yes (or Credit note)

 

Tax

 

Yes

 

Yes

Yes

 

Total (Sale + Tax)

Yes

Yes

 

Yes

Yes

 

Quantity Picked

 

 

 

Yes

 

 

Quantity Packed

 

 

 

Yes

 

 

Quantity Shipped

 

 

 

Yes

 

 

Base Currency Amount

 

 

 

 

Yes

 

Base Currency Tax

 

 

 

 

Yes

 

Base Currency Total (Amount + Tax)

 

 

 

 

Yes

 

Price

 

 

 

 

 

Yes

 

Sales Overview: Shows an overview of all sales, the customer and the sale and shipment status. Use this report to get a snapshot of sales status and financials (amount invoiced, paid, due, COGS, profit, etc.). The overview does not show product information.

Sales Profit Summary:Shows profit and additional financial summary for sales. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer for a selected reporting period. The output does not show product details.

Profit by Sales Representatives: Shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.

Sales by Product Details: Shows quantities, profit and additional financial summary for sales by product in a given reporting period. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details Use this report to view product sales by customer location (state, country, etc.).

Sales by Product Summary: Shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location.

Customer Orders by Product: 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.

Sale Credit Notes by Product: 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.

Field Name

Sales Overview

Sales Profit Summary

Profit by Sales Representatives

Sales by Product Details

Sales by Product Summary

Customer Orders by Product

Sale Credit Notes by Product

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Customer

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Sales Representative

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Order #

Yes

Yes

 

Yes

 

 

 

Order Date

Yes

Yes

 

Yes

 

 

 

Invoice #

Yes

Yes

Yes

Yes

 

Yes

Yes

Invoice Date

Yes

Yes

Yes

Yes

 

Yes

Yes

Invoice Due Date

Yes

Yes

Yes

 

 

 

Yes

Quote Status

Yes

 

 

 

 

 

 

Credit Note #

 

Yes

Yes

Yes

 

 

Yes

Credit Note Date

 

Yes

Yes

Yes

 

 

Yes

Sale Order Status

Yes

 

 

 

 

 

 

Invoice Status

Yes

 

 

Yes

 

 

 

Payment Status

Yes

 

 

 

 

 

 

Pick Status

Yes

 

 

 

 

 

 

Pack Status

Yes

 

 

 

 

 

 

Ready for Shipment

Yes

 

 

 

 

 

 

Ship Status

Yes

 

 

Yes

 

 

 

Fulfillment Status

Yes

 

 

 

 

 

 

Notes (Sale header)

Yes

 

 

 

 

 

 

Year

 

 

 

 

 

Yes

Yes

Quarter

 

 

 

 

 

Yes

Yes

Month

 

 

 

 

 

Yes

Yes

Customer Reference

Yes

 

Yes

 

Yes

Yes

Yes

Customer Tags

Yes

Yes

Yes

Yes

Yes

Yes

Yes

SKU

 

 

 

Yes

Yes

Yes

Yes

Product

 

 

 

Yes

Yes

Yes

Yes

Brand

 

 

 

Yes

Yes

Yes

Yes

Category

 

 

 

Yes

Yes

Yes

Yes

Product Tags

 

 

 

Yes

Yes

Yes

Yes

Family

 

 

 

Yes

Yes

Yes

Yes

Unit

 

 

 

Yes

Yes

Yes

Yes

Weight

 

 

 

Yes

Yes

 

 

Weight Units

 

 

 

Yes

Yes

 

 

Location (Dispatch)

 

 

 

 

 

Yes

Yes

Status (Sale)

Yes

 

 

 

 

 

 

Shipment Date

Yes

Yes

Yes

Yes

Yes

Yes

 

Ship By

Yes

Yes

Yes

 

 

 

 

Shipping Address Line 1

Yes

Yes

Yes

Yes

 

 

 

City

Yes

Yes

Yes

Yes

 

Yes

Yes

State

Yes

Yes

Yes

Yes

 

Yes

Yes

Country

Yes

Yes

Yes

Yes

 

Yes

Yes

Postcode

Yes

Yes

Yes

Yes

 

Yes

Yes

Customer Additional Attribute 1-10

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Product Additional Attribute 1-10

 

 

 

Yes

Yes

Yes

Yes

Sale Process Additional Attributes

Yes

Yes

 

Yes

Yes

Yes

Yes

Input

 

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Currency

 

 

 

 

 

 

 

Quote Status

 

 

 

 

 

 

 

Show COGS (All - Reporting Period only)

 

Yes

Yes

Yes

Yes

Yes

Yes

Data Headers

 

 

 

 

 

 

 

Total (Qty of product ordered)

Yes

 

 

Yes

Yes

Yes

Yes

% Discount

Yes

 

 

 

 

Yes

Yes

Quoted amount

Yes

 

 

 

 

 

 

Order amount

Yes

Yes

 

 

 

 

 

Sale amount

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Tax (on whole sale)

Yes

 

 

Yes

Yes

Yes

 

Invoice Total (Sale + Tax)

Yes

Yes

Yes

Yes

Yes

Yes

 

Lines (Invoice - additional charges)

Yes

 

Yes

 

 

 

 

Lines Tax

 

 

Yes

 

 

 

 

Additional charges

Yes

 

Yes

 

 

 

 

Additional charges tax

 

 

Yes

 

 

 

 

Paid

Yes

Yes

Yes

 

 

 

 

Due

Yes

Yes

Yes

 

 

 

 

Credited

 

 

 

 

 

 

Yes

COGS

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Journals

Yes

Yes

Yes

Yes

Yes

Yes

 

Profit

Yes

Yes

Yes

Yes

Yes

Yes

 

Profit less Journals

Yes

Yes

Yes

 

Yes

Yes

 

Gross Margin ((Sale - COGS) * 100 / Sale))

 

Yes

Yes

 

 

 

 

Markup (Gross Margin / (1 - Gross Margin))

 

Yes

Yes

 

 

 

 

FX Gain/Loss

Yes

Yes

Yes

 

 

 

 

 

Sales Backorder Details: Shows all authorized sale orders containing backordered items which have not yet shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date … . This report does not show product availability in your inventory.

Sales Backorder Summary: Shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to.

Find Sale Backorder by Purchase Order: Allows finding all sales included in a specific purchase order created via the Reorder Backordered function. Use this report to see products ordered, quantity ordered, supplier and whether stock has been received yet. You can also change the column order to find purchase order by sale backorder.

Customer Payment Details: Shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.

Customer Payment Summary: Shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. This report also shows the latest payment collection date. Output currency can be changed. This report does not break down totals by order/invoice.

Inventory Velocity Report: Calculates reorder dates and suggests reorder quantities using the lead time, safety stock and velocity (units sold/day) parameters. Use this report to make sure you have enough inventory in stock to meet your forecasted sales.

Field Name

Sale Backorder Details

Sale Backorder Summary

Find Sale Backorder by Purchase Order

Customer Payment Details

Customer Payment Summary

Inventory Velocity Report

Can be scheduled?

Yes

Yes

 

Yes

Yes

Yes

Customer

Yes

 

Yes

Yes

Yes

 

Supplier

 

Yes

Yes

 

 

Yes

Sales Representative

Yes

 

Yes

Yes

 

 

Order #

Yes

 

Yes

 

 

 

Order Date

 

 

Yes

 

 

 

Invoice #

 

 

Yes

Yes

 

 

Invoice Date

 

 

 

Yes

 

 

Invoice Due Date

 

 

 

Yes

 

 

Invoice Status

 

 

 

 

 

 

Last Invoice Date

 

 

 

 

Yes

 

Last Payment Date

 

 

 

 

Yes

 

Currency (Customer)

 

 

 

 

 

 

Notes (Sale header)

 

 

 

 

 

 

Year

 

 

 

Yes

 

 

Quarter

 

 

 

Yes

 

 

Month

 

 

 

Yes

 

 

Customer Reference

 

 

Yes

Yes

 

 

Customer Tags

Yes

 

 

Yes

Yes

 

SKU

Yes

Yes

Yes

 

 

Yes

Product

Yes

Yes

 

 

 

Yes

Brand

Yes

Yes

 

 

 

 

Category

Yes

Yes

 

 

 

 

Product Tags

Yes

Yes

 

 

 

 

Family

Yes

Yes

 

 

 

 

Unit

Yes

Yes

 

 

 

 

Location (Dispatch)

Yes

Yes

 

 

 

Yes

Shipment Date

 

 

 

Yes

 

 

Ship By

Yes

 

Yes

 

 

 

Shipping Address Line 1

 

 

 

Yes

 

 

City

 

 

 

Yes

 

 

State

 

 

 

Yes

 

 

Country

 

 

 

Yes

 

 

Postcode

 

 

 

Yes

 

 

(PO) Notes

 

 

 

 

 

 

Customer Additional Attribute 1-10

Yes

 

Yes

Yes

Yes

 

Product Additional Attribute 1-10

Yes

 

 

 

 

 

Sale Process Additional Attributes

Yes

 

Yes

Yes

 

 

PO #

 

 

Yes

 

 

 

Purchase Invoice #

 

 

Yes

 

 

 

Supplier Additional Attribute 1-10

 

 

Yes

 

 

 

Stock Received

 

 

Yes

 

 

 

Ready for Shipment

 

 

Yes

 

 

 

Active (Product)

 

 

 

 

 

Yes

On B2B Portal

 

 

 

 

 

Yes

On Sales Channels

 

 

 

 

 

Yes

(Product is) Finished Good

 

 

 

 

 

Yes

(Product is) Component

 

 

 

 

 

Yes

Recommended Action

 

 

 

 

 

Yes

Last Sale

 

 

 

 

 

Yes

Date Added

 

 

 

 

 

Yes

Days since added

 

 

 

 

 

Yes

Input

 

 

 

 

 

 

Reporting Period

 

 

 

Yes

Yes

Yes

Currency

 

 

 

Yes

Yes

 

Recommended Action

 

 

 

 

 

Yes

Data Headers

 

 

 

 

 

 

Total (Qty of product ordered)

Yes

Yes

Yes

 

 

 

% Discount

 

 

 

 

 

 

Sale amount

 

 

 

 

 

 

Tax

 

 

 

 

 

 

Total Invoice (Sale + Tax)

 

 

 

Yes

Yes

 

Quantity Required

 

Yes

 

 

 

 

Quantity On Hand

 

Yes

 

 

 

Yes

Quantity Remaining

 

Yes

 

 

 

 

Total Paid

 

 

 

Yes

Yes

 

Due/Credit

 

 

 

Yes

Yes

 

FX Gain/Loss

 

 

 

Yes

Yes

 

Quantity Available

 

 

 

 

 

Yes

Units Sold

 

 

 

 

 

Yes (in period)

Units Shipped per day

 

 

 

 

 

Yes

Velocity

 

 

 

 

 

Yes

Days to Zero

 

 

 

 

 

Yes

On Order

 

 

 

 

 

Yes

Lead Stock

 

 

 

 

 

Yes

Safety Defined

 

 

 

 

 

Yes

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