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To view the list of all reports in the Sales module and run them, go to: Sales > Reports of Sales. Notice that the most frequently used reports are located in the Reports section on the front page of the Sales module.

For details on using the report settings and parameters, refer to Adjusting and generating reports.

The reports for the Sales module which you can use in FirstBIT ERP provide you with summary and detailed information on the current and aged customer balances. Also, you can review the sales forecast and compare the forecasted amounts with actual data.

Report

Description

Accounts Receivable Aging (Accounting Currency

Figure 1. The report shows overdue customer balances for each contract (drilled down to invoices) in the accounting currency by aging intervals on the selected date. In the report, you can view which invoices are overdue for payment. By default, a predefined set of aging intervals is used; you can view these intervals or create a new set of intervals one by using the Administration > See also > Aging Intervals form. You can filter the data by entity and company.

Accounts Receivable Aging (Multi-Currency)

Figure 2. The report shows overdue customer balances for each contract (drilled down to invoices) in the contract currency by aging intervals on the selected date. In the report, you can view which invoices are overdue for payment. By default, a predefined set of aging intervals is used; you can view these intervals or create a new set of intervals one by using the Administration > See also > Aging Intervals form. You can filter the data by entity and company.

Balance of Settlements with Customers
[Statement of Accounts Receivable]

Figure 3. This report groups outstanding balances by customer so that you can view each customer's status. You can filter the data by entity and customer company, group by contract .

Balance of Settlements with Customers
[Statement of Accounts Receivable (Multi-Currency)]

Figure 4. This report groups outstanding customer balances by currency. You can filter the data by entity and customer company, group by contract.

Consolidated Analysis of Customer Orders
[ Customer Orders Detailed]

Figure 5. Provides you with information on shipped and unshipped, paid and unpaid orders listed by customer. You can filter the data by entity and customer, set the end data. By default, the data is shown for all orders.

Customer Order Processing Analysis
[Analysis of Customer Order Processing]

Figure 6. Using this report, you can view all the details of processing of customer orders. By default, the data is shown for all orders; however, you can select to view only uncompleted, unshipped, or ordered that cannot be fulfilled.

Demand for Stocks Analysis (link)
[Demand Analysis]

Figure 7. The report shows which of the ordered items are not available at the current date.

Fast Moving Items

Figure 8. The report lists the fast moving items base on the sales volumes.

Gross Profit

Figure 9. The report lists all the sales documents (invoices, consignee reports) with item sales totals, item quantities, costs, and profitability (%). VAT amounts are excluded from calculation if the Exclude VAT from Revenue option is selected on the Administration > Settings > General Settings form. You can select the date range, set up filters by entity, customer, or item or select a particular order.

Payment Analysis by Customer Order
[Customer Payments (MC)]

Figure 10. This report lists customer payments (received on specific date) by customer order: prepayment, paid and unpaid amounts in the document currency. You can filter the list by entity, company, or customer contract.

Price List

Figure 11. This report is used to print any price list actual on the selected date: by price type, item price group, item group, and so forth.

Proforma Invoice Analysis

Figure 12. This report lists proforma invoices (received on specific date) by customer company, with prepayments, paid and unpaid amounts in the document currency. You can filter the list by entity, company, or customer contract.

Sales by Company

Figure 13. The report lists customers with items purchased by them in the selected period. You can filter the list by entity, company, and item. For items, the UOM, SKU, quantity, and amount are listed.

Sales by Customer Order

Figure 14. The report lists sales to customers with customer orders and without orders. The items are listed with UOMs, quantities, and amounts. You can filter the data by entity and customer company, order, item; group by contract.

Sales by Item (Amount Based)

Figure 15. The report lists items that were sold during the selected period and arranged in the order of decreasing sales amounts. You can filter the data by entity and customer company, order, item, item characteristic and batch; group by contract.

Sales by Item (Quantity Based)

Figure 16. The report lists items that were sold during the selected period and arranged in the order of decreasing sales quantities. You can filter the data by entity and customer company, order, item, item characteristic and batch; group by contract.

Sales by Project

Figure 17. The report lists items sold to customers within specific projects. You can filter the data by entity and customer company, project, item, item characteristic and batch.

Sales by Salesman

Figure 18. The report lists sales documents by salesperson (an employee specified as Responsible Person in documents) and then sales by unspecified employees. You can filter the data by entity, salesperson, customer company, item, item characteristic and batch; group by contract.

Sales Discounts

Figure 19. The report includes the sales documents with applied discounts with details on quantities, prices, discount percents, discount and total amounts. You can filter the data by entity, salesperson, customer company, contract, and item.

Sales Forecast

Figure 20. The report includes the items sold during the specified period and serves as a sales forecast for the similar period of the current year. You can filter the data by entity, department, and item.

Sales Plan/Fact Analysis

Figure 21. The report lists the quantities and amounts of actually sold items versus planned quantities and amounts. You can select the base period of sales and the planning period. You can filter the data by entity and customer order.

Serial Numbers Search

Figure 22. The report lists serialized items (with their serial numbers) by sales document. You can select items for which you want to view the serial numbers or you can select the serial number or a sequence of digits in serial number to find the document in which the item is listed.

Statement of Mutual Settlements
[Customer AP Balances]

Figure 23. The report shows the changes in customer AR balances (in the accounting currency) during the specified period. You can filter the data by entity, customer, and currency.

Statement of Mutual Settlements by Document [Customer AP Balances by Document]

Figure 24. The report shows the changes in customer AR balances (in the accounting currency) during the specified period drilled down to document. You can filter the data by entity, and customer company.

Statement of Mutual Settlements by [Customer AP Balances by Document (Multi-Currency]

Figure 25. The report shows the changes in customer AR balances by document (in document currency) during the specified period. You can filter the data by entity, and customer company.

Statement of Settlements with Customers

Figure 26. This report shows the opening and closing AR balances (in the accounting currency) of customers for the selected period with details on sales amounts, prepayments, and payments during this period. You can filter the data by entity, customer company, and order.

Statement of Settlements with Customers (Cur.)

Figure 27. This report shows the opening and closing AR balances of customers (arranged by currency) for the selected period with details on sales amounts, prepayments, and payments during this period. You can filter the data by entity, customer company, and order.

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Figure 6. Analysis of Customer Order Processing


Figure 7. Demand Analysis


Figure 8


Figure 9


Figure 10


Figure 11. Price List


Figure 12. Proforma Invoice Analysis


Figure 13


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Figure 15


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Figure 17


Figure 18


Figure 19


Figure 20. Sales Forecast


Figure 21. Sales Plan/Fact Analysis


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Figure 23


Figure 24


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Figure 26


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