{"id":16864,"date":"2018-12-16T10:36:11","date_gmt":"2018-12-16T05:06:11","guid":{"rendered":"http:\/\/tenthplanet.in\/compiere\/?p=16864"},"modified":"2023-08-05T12:28:47","modified_gmt":"2023-08-05T06:58:47","slug":"compiere-reports","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/compiere\/compiere-reports\/","title":{"rendered":"Compiere Sales Management Reports"},"content":{"rendered":"<p>Compiere Sales Management Reports are used for analyzing Sales by various criteria. To mention a few are sales by Customers, SKU, Aging, Open invoice, Open orders, and Sales Man.<\/p>\n<h3>Sales Order Summary<\/h3>\n<p>This report shows the list of sales orders for a date range chosen. The report will be displayed in the tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16869 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order_Summary.jpg\" alt=\"TenthPlanet_Compiere_Sales_Order_Summary\" width=\"840\" height=\"322\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order_Summary.jpg 840w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order_Summary-300x115.jpg 300w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order_Summary-768x294.jpg 768w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<hr>\n<h3>Sales Order Detail<\/h3>\n<p>This report lists the Sales Order details with the Date Ordered, Drop Ship Address, SKU, Quantity Ordered, Quantity Delivered, Lot No. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16868 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order.jpg\" alt=\"TenthPlanet_Compiere_Sales_Order\" width=\"823\" height=\"428\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order.jpg 823w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order-300x156.jpg 300w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Order-768x399.jpg 768w\" sizes=\"auto, (max-width: 823px) 100vw, 823px\" \/><\/p>\n<hr>\n<h3>Open Drop Shipment Orders<\/h3>\n<h3>Open Orders<\/h3>\n<p>This report displays Orders for which Invoices have not yet been generated. You may select a Business Partner and Product. Select the Sales Transaction checkbox to generate a report on Sales Order transactions. Leaving the Sales Transaction checkbox unselected will generate a report on Purchase Orders transactions. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16870 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Open_Orders.jpg\" alt=\"TenthPlanet_Compiere_Open_Orders\" width=\"830\" height=\"236\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Open_Orders.jpg 830w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Open_Orders-300x85.jpg 300w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Open_Orders-768x218.jpg 768w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/p>\n<hr>\n<h3>Sales Report by ABC<\/h3>\n<p>This report will display the order details by product segregation like A, B or C. This report will be useful for demand planning. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<hr>\n<h3>Sales Report Excluding Promotions<\/h3>\n<p>This report will display the Sales details excluding promotions. Based on the date range chosen this report will list the Sales details that exclude the promotional lines. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<hr>\n<h3>Sales by Invoice Date<\/h3>\n<p>This report displays information on Invoices based on their Accounting Date. You may select an Organization, to and from Accounting Date. Select the Sales Orders checkbox to generate a report on Customer Invoice transactions. Leaving the Sales Transaction checkbox unselected will generate a report on Vendor Invoice transactions.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-16871\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Invoice.jpg\" alt=\"TenthPlanet_Compiere_Sales_Invoice\" width=\"740\" height=\"143\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Invoice.jpg 740w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Sales_Invoice-300x58.jpg 300w\" sizes=\"auto, (max-width: 740px) 100vw, 740px\" \/><\/h3>\n<h3><\/h3>\n<h3><\/h3>\n<h3><\/h3>\n<h3><\/h3>\n<hr>\n<h3>Sales By product category Summary<\/h3>\n<p>Shows products and allied quantities sold within one or more product categories with the summation of sales amount at the product category level. You can provide a product category or date range as input parameters.<\/p>\n<hr>\n<h3>Sales By product category Detail<\/h3>\n<p>Shows invoices for products sold to each customer within one or more product categories with the summation of sales amount at the product category level. You can provide a product category or date range as input parameters.<\/p>\n<hr>\n<h3>Sales By product category and Customer<\/h3>\n<p>Shows products and allied quantities sold to each customer within one or more product categories with the summation of sales amount at the product category level. You can provide a product category or date range as input parameters.<\/p>\n<hr>\n<h3>Sales By Customer Detail<\/h3>\n<h3>Create a Back Order Report<\/h3>\n<p>This report will display the insufficient quantities that occurred during sales. All the insufficient quantities during sales are recorded as back orders for future demand forecast. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<hr>\n<h3>Cash Journal Detail<\/h3>\n<p>This report will display the Cash journal entry made between the specified date range. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-16873\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Cash_Journel_Detail.jpg\" alt=\"TenthPlanet_Compiere_Cash_Journel_Detail\" width=\"746\" height=\"137\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Cash_Journel_Detail.jpg 746w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Cash_Journel_Detail-300x55.jpg 300w\" sizes=\"auto, (max-width: 746px) 100vw, 746px\" \/><\/p>\n<h3><\/h3>\n<h3><\/h3>\n<h3><\/h3>\n<h3><\/h3>\n<hr>\n<h3>Order report by Sales Man<\/h3>\n<p>This report displays the sales details in which the chosen Sales Man is involved. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16874 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Order_Report_by_salesman.jpg\" alt=\"TenthPlanet_Compiere_Order_Report_by_salesman\" width=\"770\" height=\"444\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Order_Report_by_salesman.jpg 770w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Order_Report_by_salesman-300x173.jpg 300w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Order_Report_by_salesman-768x443.jpg 768w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><\/p>\n<hr>\n<h3>Order report by Customer<\/h3>\n<p>This report will display the sales details made for the chosen customer. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16875 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_order_Report_By_Customer.jpg\" alt=\"TenthPlanet_Compiere_order_Report_By_Customer\" width=\"754\" height=\"203\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_order_Report_By_Customer.jpg 754w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_order_Report_By_Customer-300x81.jpg 300w\" sizes=\"auto, (max-width: 754px) 100vw, 754px\" \/><\/p>\n<hr>\n<h3>Invoice by SKU<\/h3>\n<p>This report will display the invoice details by the SKU chosen. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<h4>UI \/Report Layout<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16876 aligncenter\" src=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Invoice_by_SKU.jpg\" alt=\"TenthPlanet_Compiere_Invoice_by_SKU\" width=\"741\" height=\"263\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Invoice_by_SKU.jpg 741w, https:\/\/tenthplanet.in\/compiere\/wp-content\/uploads\/sites\/4\/2018\/12\/TenthPlanet_Compiere_Invoice_by_SKU-300x106.jpg 300w\" sizes=\"auto, (max-width: 741px) 100vw, 741px\" \/><\/p>\n<hr>\n<h3>Marketing Budget Vs Sellout<\/h3>\n<p>This report will display the campaign sales made against the budget allocated. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n<hr>\n<h3>Create a Back Order Report<\/h3>\n<p>This report will display the insufficient quantities that occurred during sales. All the insufficient quantities during sales are recorded as backorder for future demand forecast. The report will be displayed in a tabular format.<\/p>\n<ul>\n<li>Business Rules:<\/li>\n<li>The display fields should be configurable.<\/li>\n<li>Ability to print the report.<\/li>\n<li>Ability to export the report in CSV format.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Compiere Sales Management Reports are used for analyzing Sales by various criteria. To mention a few are sales by Customers, SKU, Aging, Open invoice, Open orders, and Sales Man. are used for analysing Sales by various criteria\u2019s. To mention few are sales by Customers, SKU, Aging, Open invoice, Open orders and Sales Man.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32],"tags":[],"class_list":["post-16864","post","type-post","status-publish","format-standard","hentry","category-product"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/posts\/16864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/comments?post=16864"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/posts\/16864\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/media?parent=16864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/categories?post=16864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/compiere\/wp-json\/wp\/v2\/tags?post=16864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}