Sales: Customer Invoice Analysis

Modified on Fri, 19 Apr 2024 at 09:44 AM

The Customer Invoice Analysis report is a great tool to see detailed profitability by invoice, by item, and by customer.  It is an extensive report that will list all lines within an invoice or show all invoices related to a single order.  

The report shows the item selling price, the unit cost, and the profit percentage for each invoice that the item was used on. This report is very useful for companies that use one of the Connected custom pricing features as invoice line item profit percentages are displayed.

The Customer Invoice Analysis Report appears as shown in the following screen:

Report Types:

  • Detailed: The Detailed report shows each item that a customer has bought with each invoice line item listed individually  showing the sales, cost, and profit percentage.
  • Summary: The Summary report shows a single line per item purchased on all invoices for the report selection vs a single line for each invoice line item.  This report includes a single line per item sold for each customer with the sales, cost, and profit percentages.

Report Filters

  • Customers: Choose from All Customers, Range of Customers and enter a range, Customers with Analysis Code, or Range of Sales Reps and enter a rep code range.
  • Items: Select from All Items, Items No and enter a range, or Item with Analysis Code and enter a valid item analysis code.
  • Invoices: Choose from All Invoices, Invoices Numbered and enter a valid invoice number range, Invoices Dated and enter an invoice date range, or Invoices with SO No (Sales Order Number) and enter an order number range.
  • Select the Subtotal by Rep checkbox to separate each sales rep's sales. Each rep will start on a new page if the report includes multiple reps.

TIP: When spreadsheet or text file is selected, the exported version of this report will use a flattened export that removes totals and subtotals. The export version also includes additional columns for the item analysis code, ship to city, ship to state, ship to zip, SO number, PO number, and the customer analysis code.

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