Sales Reports

Analysing your sales information is necessary for the success and efficiency of your business. SAP Business One provides several different reports for the Sales module that assist you in running your business. Some of the reports incorporate graphical displays, which allows information analysis. Use the sales reports to do the following: Analyse sales transactions, View open documents, Generate backorder reports, View and process documents saved as drafts.

 

·       Open Items list Report: - This report lets you track the status of your sales and purchasing documents. You can find the customers that still need to pay for their orders and the vendors that have not provided the items you’ve ordered.

·       Document Drafts Report: - This report allows the user to view all the draft documents related to the sales module. You can remove a draft document form the list as per your discretion.

·       Sales Analysis Report: - This report captures an overall viewpoint of your organization’s sales trends. The report captures information such as: - customer details, all the related invoice details and gross profit to name a few. The three main selection criteria of this report are, Customer, items, Sales Employee.

·       Backorder Report: - This report displays a list of overdue sales orders or A/R reserve invoices that cannot be shipped due to inventory shortages. This report helps the user to gain perspective on order priorities which in turn helps to the user to further the pace of stock replenishment or production.