Sales shipment history by item (SO40103S)
You use this inquiry to list all sales by item, based on shipment 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 shipment lines.
The top part
| Element | Description |
|---|---|
| Item ID | Select the item you want to view the shipment history for. |
| Item class | The item class of the items to be included in the report. 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 | The customer that has ordered the goods or services. |
| Customer class | The class of the customers to be included in the report. |
| Salesperson | The salesperson for which you want to view information. Leave the field blank to view information on all salespersons. |
| Group by salesperson | Groups the lines of the table per salesperson. |
| Include not confirmed lines | If you select this check box, all shipment statuses will be included in this inquiry. It will also show lines for items where the ordered quantity is partly delivered. |
| 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. |
The table
| Column | Description |
|---|---|
| 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. |
| 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). |