Sales & Finance

Invoicing

Reports related to Invoicing are available here. This page includes these reports:

• Invoice Report by Customer: This report displays Quantity of parts processed, Quantity of parts invoiced, Quantity of Invoices, Sales value, and the percent of the total revenue from each customer
  • The pie chart for the report shows the percent of the total invoiced amount by Customer
  • The pie chart will be hidden if filters are used to restrict results to one customer
  • The Invoice Report by Customer will display invoices amounts by the invoice creation date by default
  • If you are using the Shipping Date as the invoicing date in accounting under the "Invoices" settings, make sure to also change the "Insights" Define On-Time Delivery "Shipped" Date as Packing Slip Created setting
  • These can be found listed in the Domain Settings menu

Sales

Customers can set their customer/SO sectors and use this report to see sales by sector

• "Sales By Sector" report will show the number of sales orders and sales for each sector
• Sector totals are based on chosen customer sector, but will be overridden if you choose a sales order sector

To use this report:

• Setup the sectors on your customer or specific sales orders
• Go to Sales & Finance, and then Sales By Sector to view data on total sales (using SO price) for each sector

This report looks at the totals of line items that were invoiced between the start date and end dates selected, and filtered according to preference.