SA-F-B Sales by Customer

EvoERP Help Sales
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1

SA-F-B Chart/Export Customer Detail/Summary

General Program Description

Use this report for a graphical analysis of gross profit by invoice or an extraction of the data to CSV file. Graphical option is a line chart, summarized by day, week or month with an option to also include the COGS for the period and an option for a year to year comparison if the date range exceeds one year. Detail Export is one line per invoice showing Invoice Number, Date, Customer code, Invoice total, COGS, Margin and Margin %

The graphical option will open in your default Windows image viewer, at which time you can save or print it. The Export option will generate a CSV file and then open it in the Windows default application (typically Excel or equivalent), at which time you can save or print it.

About the Sales category
2

What is the best way to have this report print ONLY what hits our GL sales account? We issued a credit memo for freight to a customer last month and it hit our freight invoice GL account but it still shows up in this report and thus the sales do not match the PnL. Basically, how do I map it so that ANY sales report only shows what hits our sales GL account? Thank you.

3

You really can’t in that program. You could use SA-C and limit by Item Class on the Line Item Filters tab to include product only and exclude freight.