Sales windows - overview
On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. Each item contains a workspace with tiles and categories. This topic follows the listing of the category items in the Sales workspace.
Transactions
Registers
Customer payment methods (AR303010)
Processes
Create transfer orders (SO509000) (available for the Multiple warehouses functionality)
Process sales invoices (SO505000)
Inquiries
Sales order history by item (SO40102S)
Sales profitability analysis (AR409000)
Sales shipment history by item (SO40103S)
Reports
Sales order summary (SO610500) Provides summary information on sales orders, ordered by order type, reference number, and date.
Sales order details by customer (SO611000) Displays information on open sales orders, ordered by customer. The data can be filtered by warehouse, item, and document date.
Sales order details by stock item (SO611500) Shows information on open sales orders, ordered by item.
Order register (SO612000) Displays the list of sales orders recorded in Visma Net during the specified period. Information can be filtered by warehouse, customer, and order type.
Shipment summary (SO620500) Gives you information on shipments with all statuses, ordered by customer. Information can be filtered by warehouse, item, and document date.
Shipment details by customer (SO621000) Shows information on shipments, ordered by customer. Information can be filtered by warehouse, item, and document date.
Shipment details by stock item (SO621500) Displays shipment information, ordered by item. Information can be filtered by warehouse, item, and document date.
Shipment register (SO612500) Displays the list of shipments during the specified period. Information can be filtered by warehouse, customer, and carrier.
Daily sales profitability (AR676000)
Displays the net sales amounts, costs, margins, and margin percentages calculated on the specific transactions to each customer during the specified date range.
Sales profitability by salesperson and customer (AR673000)
Shows the net sales amounts, costs, margins, and margin percentages calculated for the sales performed by particular salespersons during the specified date range.
Sales profitability by customer class and customer (AR675000)
Displays the net sales amounts, costs, margins, and margin percentages of all sales to each customer class and each customer during the specified date range.
Sales profitability by customer and order (AR672000) Shows the net sales amounts, costs, margins, and margin percentages of the sales to each customer during the specified date range.
Sales profitability by item and order (AR671000) Displays the net sales amounts, costs, margins, and margin percentages for the items that were listed on the sales orders created in Visma Net during the specified date range.
Sales profitability by item class and item (AR674000) Shows the net sales amounts, costs, margins, and margin percentages calculated for each item and item class based on the sales that occurred during the specified date range.