Sales order history by item (SO40102S)
You use this inquiry to list all the sales by item, based on sales order lines.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
Note
This inquiry is based on sales order lines.
If you leave all fields empty except for the period, you will get an overview of all items sold in that period. You can group the results by salesperson and owner, and you can also include not completed lines.
The top part
| Element | Description |
|---|---|
| Item ID | Select the item you want to view the sales order history for. Leave the field blank to include requests for all items. |
| Item class | To view the sales history by class, select an item class. Leave the field blank to include requests for items of multiple classes. |
| Subaccount | The subaccount for which you want to view information for the item. |
| Customer | To view the sales history by customer, select a customer that has ordered the goods or services. |
| Customer class | To view the sales history by customer class, select a customer class. |
| Owner | The owner is the user to whom the activity is assigned. Select the user for whom you want to view information, or leave the field blank to view information on all owners. |
| Salesperson | The salesperson for whom you want to view information. Leave the field blank to view information on all salespersons. |
| Include not completed lines | Select this check box to include lines that are not marked as Completed. |
| From period | The first financial period for the date range the inquiry will cover. |
| To period | The last period for the date range the inquiry will cover. |
| Start date | The starting date in the date range for which you want to display the history of sales. |
| End date | The ending date in the date range for which you want to display the history of sales. |
| Group by owner | Groups the lines of the table per owner. |
| Group by salesperson | Groups the lines of the table per salesperson. |
The table
| Column | Description |
|---|---|
| Owner | The username of the user to whom the sales activity is assigned. |
| Salesperson | The salesperson associated with the sale. |
| Item ID | The sold stock or non-stock item, by its item ID. |
| Item description | The description provided for the item. |
| Quantity | The total ordered quantity of the item. |
| Open qty | The quantity of the item that was not shipped. |
| Cost of goods sold | The accumulated COGS balance from the sales order lines for the item. |
| Sales | The accumulated sales balance from the sales order lines for the item. |
| Profit | The profit for the sold item (calculated: Sales - COGS). |
| Margin | The margin for the sold item (calculated: profit as percentage of Sales). |