Sales by item and customer (AR40103S)
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
The window toolbar
- View item
- Click this to open the Stock items (IN202500) or Non-stock items (IN202000) window where you see the details on the item on the invoice selected in the table.
- View customer
- Opens the Customers (AR303000) window so that you can view the customer account of the customer selected in the table.
- View document
- Click this to open the Sales invoices (AR301000) window where you see the details on the invoice document selected in the table.
The top part
- From period
- Select the period starting from which documents will be displayed in the table.
- To period
- Select the period until which documents will be displayed in the table.
- Customer
- The customer for which you want to view information. Leave the field blank to view the sales profitability information for all customers.
- Customer class
- The customer class for which you want to view information. Leave the field blank to view the sales profitability information for all customer classes.
- Salesperson
- The ID and name of the salesperson that was involved in sales for the transactions to be listed. Leave the field blank to view a broader range of results.
- Item
- The item for which you want to view information. Leave the field blank to view the sales profitability information for all items.
- Item class
- The item class for which you want to view information. Leave the field blank to view the sales profitability information for all item classes.
- Subaccount
- The subaccount for which you want to view information.
- Include unreleased
- When this check box is selected, unreleased documents are also displayed in the table.
- View details
- Click this to display the Reference number and Discount (%) columns in the table by default.
- Total quantity
- The total quantity of items on the invoices displayed in the table.
- Total amount
- The total amount of the invoices displayed in the table.
The table
Table columns with the View details option selected.
- Customer
- The ID of the customer to whom the invoice is created.
- Customer name
- The name of the customer to whom the invoice is created.
- The email address of the customer as a business entity.
- Telephone no
- The default phone number of the customer.
- Reference number
- The reference number of the document.
- Type
- The type of the invoice document.
- Item
- The item ID.
- Item description
- The description of the item charged on the invoice. Click the item ID to see the details on it.
- Period
- The financial period to which the invoice is posted.
- Total quantity
- The total quantity of items on the invoice.
- UoM
- The unit of measure (UoM) used for the item.
- Unit price
- The unit price of the item.
- Discount (%)
- The discount rate used on the invoice.
- Discount amount
- The amount of discount on the invoice.
- Total amount
- The total amount of the invoice.
- Last sale date
- The date when a sale was last made to the customer.
- Account
- The sales account used for the transaction.
- Attention
- The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
- Currency
- The currency in which this price is specified.
- Currency unit price
- The unit price of the item in currency.
- Customer class
- The customer class of the customer.
- Description
- The description of the sales account used for the transaction.
- Discount amount (currency)
- The amount of discount on the invoice in currency.
- Item class
- The item class to which the item belongs.
- Released
- When this check box is selected, the invoice has been released.
- Salesperson
- The ID of the salesperson who has sold the items to the customer.
- Salesperson name
- The name of the salesperson who has sold the items to the customer.
- Subaccount
- The subaccount used on the invoice.
- Total amount (currency)
- The total amount of the invoice in currency.