View Item Sales Profit Report – Products
Steps to View the Report
- Click on the Reports menu.
- Click Sales Reports.
- From the Sales Reports page, select Item Sales Profit – Products.
- Before displaying the report, you can apply several filters:
- Date Range: Select the time period for which you want to analyze profits.
- Last Month: Displays data for the last 30 days.
- Last Year: Displays data for the past 12 months.
- Custom: Click this option, then manually select the start and end dates in the adjacent fields.
- Item Group: Filter the results to include only items belonging to a specific item group. You can search by name or code.
- If no group is selected, the system will display the report for all items.
- Category: Filter results by item category.
- If no category is selected, the report will include all categories.
- Brand: Filter results by item brand.
- If no brand is selected, the report will include all brands.
- Employee: Select one or more employees to view item profits related to invoices they created. You can search by name, code, email, department, or branch.
- If no employee is selected, the report will include all employees.
- Branch: Select a specific branch to display profits for its sales only.
- If no branch is selected, the report will include all branches.
- Date Range: Select the time period for which you want to analyze profits.
- After adjusting the filters, click Search, or click Clear Filter to restore the default settings.
- You can also change how the report data is grouped by clicking the Group By button located above the table. Available grouping options include:
- You can click any column header to sort the results ascending or descending.
- The report can also be printed by clicking Print, or exported through Export Options to the following formats:
- CSV
- Excel
Report Columns
The columns are organized as follows:
Product Name
The name of the sold item, with a link to view its details within the system.
Sales
Displays the sales made for this item during the selected period, including:
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Quantity: Number of units sold along with the unit of measurement (e.g., kg, piece).
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Value: Total sales value.
Refunds
Displays refunded quantities for this item, including:
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Quantity: Number of refunded units.
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Value: Total value of refunds.
Net Sales
Sales after deducting refunds, including:
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Quantity: Net quantity (sold minus refunded).
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Value: Net sales value.
Total Cost
The total cost of the sold units of the item.
This value may appear negative if no cost price has been defined for the item.
Profit
The difference between Net Sales and Total Cost, including:
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Value: Profit amount.
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Percentage: The percentage of units that generated profit compared to the total quantities sold.
Profit percentage
Analyzes the profit margin from two perspectives:
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To Sales: Profit as a percentage of the total sales value (net profit margin).
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To Cost: Profit as a percentage of the total cost (return on cost).
At the bottom of the table, a Total row appears, summarizing the data for all items across the entire selected period.