Thread: [SL] How can I get do a report on total $ amount of a specific product sold over a year ?

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see subject for my question  ;)

Can't seem to find this in the manual. I missing something obvious ?

Cheers,
Roy P.

On Wed, 2007-01-10 at 13:58 -0600, R Pennington wrote:
> see subject for my question  ;)
> 
> Can't seem to find this in the manual. I missing something obvious ?

Goods & Services --> Reports --> Parts
Select open & closed sales invoices and choose the date range.  Check
the lower buttons as needed...last cost, sell price, etc.  As an aside,
you can also select name & subtotal to show you who and how many.  This
is a good way (imo) to watch movement on items to manager the ROP, but
your mileage may vary.

HTH,
David Boyle
NAPCO

> Cheers,
> Roy P.
> 
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On Thursday 11 January 2007 05:58, R Pennington wrote:
> see subject for my question  ;)
( Re: [SL] How can I get do a report on total $ amount of a specific product 
sold over a year ?)
> Can't seem to find this in the manual. I missing something obvious ?

Hi Roy,
	It's not very obvious - run an products report (Goods&Services, Reports, All 
Items), put in any search criteria you like, tick "sales invoices", put in a 
date range, check "closed", change "detail" to "Summary". Check the "Line 
Total" and "Subtotal" options to get a total at the end (and for each item).

If you do services and you use different descriptions each time you sell them 
(eg, "Consulting: fixed network routing"), you might want to turn 
off "description" so you don't get them all listed individually.

-- 
Regards,
	Ashley J Gittins
	web: 	http://www.purple.dropbear.id.au
	jabber: agi...@pu...

Thanks Ashley and David !

It's the "Line Total" that I missed.
You saved me a lot of manually done spreadsheet work.

Thanks again. Have a good weekend.
(I'll be hiding inside.. it probably the coldest couple days of the winter here.... great for polar bears and furnace repairmen)
 Roy 

On Thursday 11 January 2007 10:18 am, Ashley J Gittins wrote:
> On Thursday 11 January 2007 05:58, R Pennington wrote:
> > see subject for my question  ;)
> ( Re: [SL] How can I get do a report on total $ amount of a specific product 
> sold over a year ?)
> > Can't seem to find this in the manual. I missing something obvious ?
> 
> Hi Roy,
> 	It's not very obvious - run an products report (Goods&Services, Reports, All 
> Items), put in any search criteria you like, tick "sales invoices", put in a 
> date range, check "closed", change "detail" to "Summary". Check the "Line 
> Total" and "Subtotal" options to get a total at the end (and for each item).
> 
> If you do services and you use different descriptions each time you sell them 
> (eg, "Consulting: fixed network routing"), you might want to turn 
> off "description" so you don't get them all listed individually.
> 

I have a question about vendor returns.

The way we have dealt with returns to vendor is to open up the vendor 
invoice containing the item for return, editting it to have a negative 
quantity for the amount we are returning, including price, date it with 
the date of the return, place some verbose notes in the "Notes" field 
documenting why it is being returned, and "Post as New".  This we consider 
to be a Debit Memorandum, a copy of which we would give to the vendor 
along with the return.

If we wish to have a replacement, then we issue a new purchase order for 
the items.

This technique has worked well with one exception.  I know of no good way 
to print out the Vendor Invoice reversal, that is, the Debit Memorandum. 
Since you don't normally print out Vendor Invoices, there is no nice 
"Print" button with a LaTeX form.  I have tried just printing the screen 
from the browser, but my Mozilla and Firefox do not properly print out the 
comments in the "Notes" field -- they are clipped.  I have also tried 
Lynx, without joy.

What I would really like is a "Print" button for the vendor invoices which 
would allow me to print them out (or email) as a nice "Debit Memorandum".

Any ideas or comments on this?

  -- 
Bill Faust
Optim Microwave, Inc.
818-865-8157 x302

On Fri, 12 Jan 2007, Bill Faust wrote:

>
> I have a question about vendor returns.
>
> The way we have dealt with returns to vendor is to open up the vendor
> invoice containing the item for return, editting it to have a negative
> quantity for the amount we are returning, including price, date it with
> the date of the return, place some verbose notes in the "Notes" field
> documenting why it is being returned, and "Post as New".  This we consider
> to be a Debit Memorandum, a copy of which we would give to the vendor
> along with the return.
>
> If we wish to have a replacement, then we issue a new purchase order for
> the items.
>
> This technique has worked well with one exception.  I know of no good way
> to print out the Vendor Invoice reversal, that is, the Debit Memorandum.
> Since you don't normally print out Vendor Invoices, there is no nice
> "Print" button with a LaTeX form.  I have tried just printing the screen
> from the browser, but my Mozilla and Firefox do not properly print out the
> comments in the "Notes" field -- they are clipped.  I have also tried
> Lynx, without joy.
>
> What I would really like is a "Print" button for the vendor invoices which
> would allow me to print them out (or email) as a nice "Debit Memorandum".
>
> Any ideas or comments on this?

Credit/debit memos are to be included in the next release. There is also
something called credit/debit invoice. I am not sure what the difference
really is between the 2 (no docs yet, nor enough time to play) but they
both have the ability to be printed. They are already in the devel version
but you need to be a subscriber to have acccess to it at this point in time.

Regards,

-- 
Tom Diehl		td...@ro...		Spamtrap address mt...@ro...

On Fri, 12 Jan 2007, Tom Diehl wrote:

> Credit/debit memos are to be included in the next release. There is also 
> something called credit/debit invoice. I am not sure what the difference 
> really is between the 2 (no docs yet, nor enough time to play) but they 
> both have the ability to be printed. They are already in the devel 
> version but you need to be a subscriber to have acccess to it at this 
> point in time.

Thanks for this.  It is good to know I'll be able to do it in the future.

For now, what we do is create the negative vendor invoice for returned 
items and post it.  We then call up the posted invoice and use the 
"Purchase Order" button on the bottom to create a purchase order.  All the 
entries from the vendor invoice flow to the purchase order, which we then 
print out but do not save (we only created the PO to have *something* to 
print).

We then hand mark up the PO, striking through "PURCHASE ORDER", replacing 
it with "Debit Memorandum" and "Order No." with "Invoice No."  Clumsy, I 
know, but I really needed something to send back with the returned items.

  -- 
Bill Faust
Optim Microwave, Inc.
818-865-8157 x302