This chapter is about two reports that can be created in AnyOrder. The two reports include:

Report: Sales Broken Down By Customer

This report is reached by selecting MAIN TASKS >> MASTER LIST OF SALES REPORTS.  From the Master List, click on "Sales by Customer" button.

Generating the Report. When you generate this report, you'll be able to select from a list of customers in the Customer Database.  You can select individual customers or all of the customers. (Note that if you want customers that are not included in your Customer Database, use the Raw Product Report.) You can also select the range of dates you want the report to cover.  When the report is generated, you'll have a list of selected customers and the amount of sales attributed to each customer.

To create this report, select MAIN TASKS >> MASTER LIST OF SALES REPORTS.  From the Master List, click on "Sales by Customer" button (shown below).

Sales Broken Down by Customer: Auto Select Feature. If you are creating a report that breaks sales down by customer, you'll have the option of using the Auto Select feature (available with Level VII  - 7  programs).  The Auto Select feature is found on the dialog box where you select customers for the report.  By clicking the "Auto Select" button, a pre-designated group of customers will be automatically selected.  This is handy if you have a batch of customers for which you commonly create reports.  The Auto Select feature is circled in the screen shot below:

Sales Broken Down by Customer: "Auto Select" feature circled in red.

To create a group for the Auto Select feature, go to the Customer Database.  For each customer you wish to include in the group, mark it with a letter in the Report Group field.  (The Report Group field is not named but it's the last field on the Customer Database Screen: the small one-letter sized field that follows the User Defined Fields.)  You can use any letter that you would like.  You might mark one group with "A's" and another group with "B's"  (AnyOrder will not distinguish between lower case or upper case so you can use either one.)

To the right of the Auto Select button is a field.  If you enter "A" in this field and click the Auto Select button, AnyOrder will select all members of the "A" group.  If you enter "B" and click the Auto Select button, AnyOrder will select all members of the "B" group.  If you don't enter anything, and click the Auto Select button, AnyOrder will select all marked customers for the report."

Generating the Report. Select the range of dates that you want for the report and click on the "Start Process" button.  Information on the content of the report is found below.

Report: Sales in Relation to Invoice Code

This report is reached by selecting MAIN TASKS >> MASTER LIST OF SALES REPORTS.  From the Master List, click on "Sales Report by General Invoice Code" button.

Background Information. This report provides you with sales data for each of your invoice codes.  First a little background:  you can code invoices by using the General Invoice code which is found on the upper right of the Main Invoice Screen (look for "Invoice Codes: Gen").  Invoice codes are handy to categorize invoices in two or more ways.  For instance, you might have a code for sales to retailers and another code for sales to re-sellers.  Information on how to set-up and use invoice codes is found here.

Generating the Report. To create a report in which sales are broken down by invoice code, select MAIN TASKS >> MASTER LIST OF SALES REPORTS.  From the Master List, click on "Sales Report by General Invoice Code" button.

When you click this button, a dialog box appears which allows you indicate the codes for which you wish to run a report:

Indicate the range of dates that you want the report to cover, and click "Start Process" to generate the report.  Information on the content of the report is found below.

Information Found on Either Report:

Total Sales. Whether you are running a customer report or an invoice code report, a spreadsheet appears with series of columns of sales data.  You'll notice that first two columns of the spreadsheet are total sales figures.  The first Total Sales figure is the sum of all sales for the invoice code.  It does not include tax and shipping.

Fee Invoices. If you have any fee invoices associated with the customer (in other words, the "F" Sales Code has been used in the Item Area), AnyOrder will remove the fees from the Total Sales figure. Note that in all other sales reports, fees are not removed from the total sales figure. This is a special case.  The assumption being that if you're specifically allocating fees to a customer, you may wish to see those fees reflected in the sales figures.  If you don't want them reflected, then the report also provides you with the amount of fees.  It is just a matter of adding those fees to total sales to arrive at a figure in which the fees are not removed..

Tot Sales w/ship. The second Total Sales figure ('Tot Sales w/ship)' is the sum of all sales for the customer.  It includes charged shipping but doesn't include tax (or fees).  Taxable Sales includes charged shipping if required by your taxing agency.  Otherwise, it does not.  Fees, as mentioned above, have been removed if you have fee invoices.

Tax. Tax is based on the default tax rate, and may not be applicable if you use variable tax rates.  If you have variable tax rates, then you'll want to use another to calculate tax, see tax.

Other Columns. If you scroll to the right, you'll see additional columns of data.  For more information on the other columns, see Sales Reports