“Sales by Item Summary” / “Sales by Item Details” Reports

Reports List from the Menu:

• were added the next Reports to the List:
  • Sales by Item Summary;
  • Sales by Item Detail;
• after clicking on the reports -> corresponding forms of Reports are opened.

Report “Sales by Item Summary”:

• Rules:
  • data is filtered by date and is grouped by Item;
  • is displayed as Item List;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Don’t show items with 0 qty” checkbox:
    • is checked by default;
    • if the checkbox is checked -> Datagrid is displayed without o qty items;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Item Name;
    • Item SKU;
    • UOM;
    • Item Description;
    • Sold Qty -> is displayed item sold qty based on the date;
    • Return Qty -> is displayed item return qty based on the date;
    • Item Total Sales -> is displayed sum of sales amounts by item based on the date;
    • Discount -> is displayed sum of discount amounts for Items Orders based on the date;
    • Item Total Sold Amount:
      • Item Total Sales – Discount;
    • % of Sales;
    • Item Avg Price;
    • Item Class;
    • Brand;
    • Category;
    • Department;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Sales;
    • Total Discount;
    • Total Amount;
• After double click on the item row -> the “Sales by Item Detail” Report is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

Report “Sales by Item Detail”:

• Rules:
  • data is sorted by Item then by order date and then by order type;
  • is displayed List of Transactions for the corresponding items;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Show Cost” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid are displayed next columns:
      • Total Cost;
      • Cost;
      • Avg COGS;
      • Landed Cost;
      • Net Total;
      • Net %;
    • at the bottom of the Datagrid are displayed next Total values:
      • Total Cost;
      • Total Avg COGS;
      • Total Landed Cost;
      • Cost;
      • Net Total;
      • Total Net %;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • contains next columns:
    • checkboxes;
    • Order Type;
    • Order Date;
    • Order Number;
    • Item Name;
    • Item Description;
    • UOM;
    • Item Qty;
    • Return Qty -> is displayed item return qty based on the date;
    • Item Price;
    • Total Sales -> is displayed sum of item sales amounts by item based on the date;
    • Discount -> is displayed sum of item discount amounts for Orders based on the date;
    • Item Total Sold Amount:
      • Item Total Sales – Discount;
    • Customer;
    • Store;
    • Item Class;
    • Brand;
    • Category;
    • Department;
    • Customer Type;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Sales;
    • Total Discount;
    • Total Sold Amount;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to Reports tab -> Reports List:
  • Can View Sales by Item Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Item Summary” Report is hidden from the Report Menu List form;
  • Can View Sales by Item Detail Report:
    • if for user the checkbox is unchecked:
      • “Sales by Item Detail” Report is hidden from the Report Menu List form.