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Sales Gross Profit Summary Report

Use the Sales Gross Profit Summary Report to see sales gross profit by invoice date and categorized by product line (Administration > Reports > Sales > Orders and Invoices > Sales Gross Profit Summary).

 

Where do the retail, other, and service figures come from?
  • Retail: POS
  • Other: Sales Orders, Bill Me Later, and Warehouse Orders
  • Service: Service Orders
  • Returns: POS and Sales Orders

 

Filters
  • Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

  • Customer type: Use customer types to set up different customer classifications, e.g. Commercial, Residential, or Wholesale.

 - A customer type is added to a customer using the Profile tab of the Customer screen.

  Security Permissions Required
Category Function
Admin-Reports Can Access Reports Tree Branch
Can Access Reports - Sales