First of all:
See Analytics in the toolbar
Click Sales and then Sales Orders in the sidebar
What is the Sales Orders report
This is an automated report where all the data about your sales orders is collected.
You can export each section of the report in Excel or PDF, filter by Tags and choose which is the graphic display that best suits your needs, between the bar and the line. With the star icon you can mark the report as your favorite and see it as soon as you enter the Reports section.
Understand the data
You have the possibility to filter the information you need to consult by date, with a maximum time range of 12 months.
This is the main category, where all the data related to sales orders is collected. The data shown is broken down according to:
The information about the cost that you have added in the tab of a product. In the event that there are cost variations, an average will be made between the indicated cost and the amount entered in the purchasing documents posted for that same product
The difference between Sales and Cost
The tax base, that is, the total amount of sales without tax
Sales orders by customer
This section collects all the data about your sales orders classified according to their contacts linked.
Sales orders by product
In this section of the report you will find data about your sales orders for all the products that you have added to them. The breakdown is organized by the name of the products.
Sales orders by service
In this category you will be able to consult the data about your sales orders in reference to all the services that you have added to them. The breakdown is ordered by the name of the services.
Sales orders by account
This is where data is collected about your sales orders distributed by those sales ledger accounts that you have assigned to them.