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Item Price List Statistics

The Item Price List Statistics report, available in both the Sales Ledger and the Point of Sales module, lists the Items you have sold in Invoices, POS Invoices and Bar Tabs with a specified Price List. This can be useful if you have connected a particular Price List to a marketing campaign and you need to gauge its effectiveness.

Period
Paste Special    Reporting Periods setting, System module
Enter the start and end date of the reporting period. Depending on which Registers options below you choose, the statistics in the report will be compiled from Invoices, POS Invoices and Bar Tabs recorded during the period specified here.

Price List
Paste Special    Price List register, Pricing module
Range Reporting    Alpha
Specify here the Price List whose sales statistics are to be shown in the report. You can also specify a range of Price Lists, separated by a colon (:).

If you leave the field empty, all sales (from Invoices, POS Invoices and Bar Tabs with and without Price Lists) will be included in the report.

Item
Paste Special    Item register
If you need to see the sales of a particular Item when sold with a particular Price List, specify that Item here.

Item Group
Paste Special    Item Group register, Sales Ledger
Range Reporting    Alpha
If you need to see the sales of Items belonging to a particular Item Group when sold with a particular Price List, specify that Item Group here. You can also specify a range of Item Groups, separated by a colon (:).

Item Classification
Paste Special     Item Classifications setting, Sales Ledger
If you need to see the sales of Items with a particular Item Classification when sold with a particular Price List, specify that Item Classification here. If you enter a number of Classifications separated by commas, only those Items with all the Classifications listed will be included in the report. If you enter a number of Classifications separated by plus signs (+), all Items featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Items featuring any Classification except the one listed will be shown.

For example:
1,2
Lists Items with Classifications 1 and 2 (including Items with Classifications 1, 2 and 3).

1+2
Lists Items with Classifications 1 or 2.

!2
Lists all Items except those with Classification 2.

1,!2
Lists Items with Classification 1 but excludes those with Classification 2 (i.e. Items with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists all Items except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists all Items except those with Classifications 1 and 2 (Items with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Items without Classification 1 and those with Classification 2 (Items with Classifications 1 and 2 will be listed).

(1,2)+(3,4)
Lists Items with Classifications 1 and 2, and those with Classifications 3 and 4.

1*
Lists Items with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Items with Classifications beginning with 1 but not 1 itself.

*1
Lists Items with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Items with Classifications beginning and ending with 1.
Function
Use these options to specify the level of detail that you need to be shown in the report.
Overview
This version of the report is a simple list of the Items sold with the specified Price List(s). For each Item, the report will show the Item Number and Name, the quantity sold and the average sales price.

Detailed
This option will contain separate sections for each Price List in the specified range, showing the Base Price, the Profit, the GP% and the Turnover for each Item sold. If you left the Price List field above empty, the report will also contain a section for Items sold without a Price List.
Registers
Use these options to specify whether the statistics in the report should be calculated from Invoices, POS Invoices or Bar Tabs, or any combination.

Status
Use these options to specify whether the statistics in the report should be calculated from Invoices that have been marked as OK, Invoices that have not been marked as OK or both. In the case of POS Invoices and Bar Tabs, these options will include or exclude records that have been marked as Finished in the calculations.

Exclude Voids/Returns
A void Item is one that you have added to a Sales Ledger Touch-Screen Invoice, POS Invoice or Bar Tab and then removed using a "Void Item" button. A returned Item is one with a negative quantity, added to the transaction using a "Return" button. By default, void and returned Items will not be shown in the report. Deselect this option if you would like them to be included.
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