“Item detail P&L” Report

Reports List from the Menu:

• was added new Report to the List:
  • “Item detail P&L” Report;
• after clicking on the report -> corresponding form of Report is opened.

“Item detail P&L” Report List form:

• Rules:
  • data is the same as in the “Sales by Item Detail report” but were added few columns:
    • COGS;
    • Gross Margin;
    • Gross Margin %;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown;
  • “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:
  • contains next columns:
    • checkboxes;
    • Order Type;
    • Order Date;
    • Order Number;
    • Item Name;
    • Item Description;
    • Item Qty;
    • Return Qty;
    • Item price;
    • Total sales;
    • Discount;
    • Item Total Sold amount;
    • COGS;
    • Gross Margin;
    • Gross Margin %;
    • Customer;
    • Store;
  • at the bottom of the Datagrid are displayed Total values:
    • Total sales;
    • Discount;
    • Item 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:

• was added new permission to Reports tab -> Reports List:
  • Can View Item detail P&L Report:
    • if for user the checkbox is unchecked:
      • “Item detail P&L” Report is hidden from the Report Menu List form.