Sales Journal

Sales Journal – Sales Analysis Report

The Sales Journal is an analysis report that provides a clear and quick overview of your sales for a selected period. It can be generated on demand according to your needs.

You can:

• Select a specific reporting period;

• Filter results by sales employee;

• Choose to display the client’s full name or company name.

Information included in the report:

• Delivered on: The date the invoice was issued.

• Date: The date the invoice was sent to the client.

• Invoice #: Invoice number.

• Client: Full name or company name of the client.

• Material: Amount related to the products billed.

• Handling: Handling fees (if applicable – requires an additional module).

• Shipping: Transportation fees (if applicable – requires an additional module).

• Taxes: Total amount of taxes collected, depending on your location and applicable tax rates.

• Total: Total invoice amount (before deposit).

• Deposit: Amount of any deposit applied to the invoice.

• Total (AR): Amount collected for the invoice.

At the end of the report, you’ll find additional useful information, such as:

• The total number of invoices included;

• The number of active warranties;

• The total number of transactions in progress for the selected period;

• Details related to your general ledger accounts associated with each of the activities listed in this report.