Zoho Inventory - Sales Reports

<!DOCTYPE html> <html> <head> <title>Zoho Inventory - Sales Reports</title> <meta name="description" content="The Sales Reports page will help you learn how to generate and obtain takeaways from the following sales reports - Sales Order History, Invoice History, Payments Received, Packing History, Sales by Customer, Sales by Item and Customer Balance report"/> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1"> <link rel="SHORTCUT ICON" href="https://www.zohowebstatic.com/sites/zweb/images/favicon.ico" type="image/x-icon"> <link href="/inventory/styles/common/zoho-puvi.css" rel="stylesheet" type="text/css"> <link href="/inventory/styles/bootstrap.min.css" rel="stylesheet" type="text/css"> <link href="/inventory/help/styles/help.css" rel="stylesheet" type="text/css"> <link rel="alternate" hreflang="x-default" href="https://www.zoho.com/inventory/help/reports/sales-reports.html"> <link rel="alternate" 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class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li 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href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Made</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-made/payments-made.html">Payments Made</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Credits</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-credits/index.html">Overview - Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/manage.html">Manage Vendor Credits</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Dropshipment</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/drop-shipments/drop-shipments.html">Dropshipment</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Backorder</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/backorder/backorders.html">Backorder</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Transaction Approval</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/transaction-approval/transaction-approval.html">Overview</a> </li> <li > <a href="/inventory/help/transaction-approval/transaction-approval-process.html">Approval Process</a> </li> <li > <a href="/inventory/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Contextual Chat</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contextual-chat/contextual-chat.html">Contextual Chat</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Tasks</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/ae/inventory/help/tasks/tasks.html">Tasks</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customer Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/customer-portal/index.html">Customer Portal Overview</a> </li> <li > <a href="/inventory/help/customer-portal/preferences.html">Customer Portal Preferences</a> </li> <li > <a href="/inventory/help/customer-portal/functions.html">Functions in Customer Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-portal/index.html">Vendor Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Zoho App Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/inventory/help/integrations/crm-integrations.html">Zoho CRM</a> </li> <li > <a href="/inventory/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/inventory/help/integrations/commerce-integration.html">Zoho Commerce</a> </li> <li > <a href="/inventory/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/inventory/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/inventory/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/inventory/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/inventory/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/integrations-overview.html">Integrations - Overview</a> </li> <li > <a href="/inventory/help/integrations/aftership-integration.html">Shipment Tracking</a> </li> <li > <a href="/inventory/help/integrations/sales-channel.html">Marketplace & Shopping Cart</a> </li> <li > <a href="/inventory/help/integrations/shipping-integration.html">Shipping Carriers</a> </li> <li > <a href="/inventory/help/integrations/online-payments.html">Online Payments</a> </li> <li > <a href="/inventory/help/integrations/accounting-integrations.html">Accounting</a> </li> <li > <a href="/inventory/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/inventory/help/integrations/gapps-inventory.html">G Suite</a> </li> <li > <a href="/inventory/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/inventory/help/integrations/avalara-integration.html">Avalara</a> </li> <li > <a href="/inventory/help/integrations/office365-integration.html">Microsoft 365</a> </li> <li > <a href="/inventory/help/integrations/twilio.html">Twilio</a> </li> <li > <a href="/inventory/help/integrations/zsc-key.html">Zoho Inventory ZSC Key</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Import & Export</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/import-export/index.html">Overview</a> </li> <li > <a href="/inventory/help/import-export/import.html">Importing Data</a> </li> <li > <a href="/inventory/help/import-export/export.html">Exporting Data</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li class="active" > <a href="/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="sales-reports">Sales Reports</h1> <p>Access reports associated with the sales that you have recorded and managed in Zoho Inventory. Analyze your sales orders, invoices, customers and payments to plan your sales strategies ahead.</p> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#sales-by-customer">Sales by Customer</a></li> <li><a href="#sales-by-item">Sales by Item</a></li> <li><a href="#order-fulfillment-by-item">Order Fulfillment by Item</a></li> <li><a href="#sales-return-history">Sales Return History</a></li> <li><a href="#sales-by-category">Sales by Category</a></li> <li><a href="#salesperson-report">Sales by Sales Person</a></li> <li><a href="#packing-history">Packing History</a></li> <li><a href="#receivables">Receivables</a> <ul> <li><a href="#customer-balance">Customer Balances</a></li> <li><a href="#invoice-details">Invoice Details</a></li> <li><a href="#sales-order-details">Sales Order Details</a></li> <li><a href="#receivable-summary">Receivable Summary</a></li> <li><a href="#receivable-details">Receivable Details</a></li> </ul> </li> <li><a href="#payments-received">Payments Received</a></li> </ul> </div> <hr> <h3 id="sales-by-customer">Sales by Customer</h3> <p>To generate a sales by customer report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Sales by Customer</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the sales by customer report for that period.</li> <li>From this report, you can further generate drilled down sales reports for each customer. For more information, please refer to the report takeaways section.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in your base currency.</p> <p><img src="/inventory/help/images/reports/sbc.png" alt="Image of sales by customer report"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="sales-by-customer-takeaways">Takeaways</h5> <ul> <li>The sales by customer report includes the following data fields - <strong>NAME, INVOICE COUNT, SALES</strong> and <strong>SALES WITH TAX</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the customers to whom you sold your products and their associated details for a chosen time frame.</li> <li>Clicking on a <strong>CUSTOMER NAME</strong> of an entry will redirect to the overview page of that contact.</li> <li>Clicking on any of the parameters like the <strong>INVOICE COUNT, SALES</strong> or the <strong>SALES WITH TAX</strong> will redirect you to a drill down sales report dedicated to this customer. <ul> <li>This drill down sales report will display the list of all invoices for this customer.</li> <li>This report has the following fields - <strong>STATUS(of the invoice), DATE, NUMBER(invoice number), SALES, SALES WITH TAX</strong> and <strong>BALANCE DUE</strong>.</li> <li>You will be able to export or print this drill down sales report for a specific customer.</li> </ul> </li> </ul> <hr> <h3 id="sales-by-item">Sales by Item</h3> <p>To generate a sales by item report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Sales by Item</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the sales by item report for that period.</li> <li>From this report, you can further generate drilled down sales reports for each item. For more information, please refer to the report takeaways section.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in your base currency.</p> <p><img src="/inventory/help/images/reports/sbi-1.png" alt="Sales by Item report"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="sales-by-item-takeaways">Takeaways</h5> <ul> <li>The sales by item report includes the following data fields - <strong>ITEM NAME</strong>, <strong>QUANTITY SOLD</strong>, <strong>AMOUNT</strong> and <strong>AVERAGE PRICE</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>You will be able to obtain sales statistics for all your inventory tracked as well as your non inventory items from this report.</li> <li>All the parameters inside this report are linked to their associated data.</li> </ul> <p><img src="/inventory/help/images/reports/sbi-2.png" alt="Links inside the sales by item report"></p> <ul> <li>Clicking on the name of an item will take you to the overview page of that item.</li> <li>Clicking on any other parameter such as - quantity sold, amount or average price will take you to a sales report page dedicated for that item.</li> </ul> <p><img src="/inventory/help/images/reports/sbi-3.png" alt="Narrowed down sales for that item"></p> <ul> <li>You will be able to export or print the drill-down sales report for that item.</li> </ul> <hr> <h3 id="order-fulfillment-by-item">Order Fulfillment by Item</h3> <p>The Order Fulfillment by Item report summarizes the stock used for an item in each step of the fulfillment process for a selected sales order creation period.</p> <p>To generate a sales by category report:</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Order Fulfillment by Item</strong> report under the <em>Sales</em> section of the Reports page.</li> </ul> <img alt="Order Fulfillment by Item report" src="/inventory/help/images/reports/order-fulfilment-by-item.png" width="800" /> <ul> <li>Click <strong>Customize Report</strong> option at the top of the report page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Click the <strong>Run Report</strong> button to generate the Order Fulfillment by Item report for that period.</li> </ul> <hr> <h3 id="sales-return-history">Sales Return History</h3> <p>This report gives you a complete overview of the return and refund status of sales orders along with the amount invoiced and amount refunded. To view this report, go to the <em>Reports</em> module in the left sidebar and click on <strong>Sales Return History</strong> report under the <em>Sales</em> category. You can also click <strong>Customize Report</strong> option at the top to run the report for a custom date range.</p> <img alt="Sales Return History" src="/inventory/help/images/reports/sales-return-history.png" width="800" /> <hr> <h3 id="sales-by-category">Sales by Category</h3> <p>To generate a sales by category report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Sales by Category</strong> report under the <em>Sales</em> section of the Reports page.</li> </ul> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> This report is based on sales orders.</p> </div> <p><img src="/inventory/help/images/reports/item-category-report.png" alt="Image of sales by category"></p> <ul> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you are ready, click the <strong>Run Report</strong> button to generate the sales by category report for that period.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in your base currency.</p> <h5 id="sales-by-category-takeaways">Takeaways</h5> <ul> <li>The sales by category report includes the following data fields - <strong>CATEGORIES, QUANTITY SOLD</strong> and <strong>AMOUNT</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the available categories and their sale details for a chosen time frame.</li> </ul> <hr> <h3 id="salesperson-report">Sales by Sales Person</h3> <p>This report helps you to view and evaluate the performance of your sales persons based on the total number of invoices and sales made by each of them during a specific period.</p> <blockquote> <p><strong>Note:</strong> To view the individual statistics, you have to assign a sales person to an invoice. If you don’t assign a sales person, those invoices will be categorized as <strong>Others</strong>.</p> </blockquote> <p>To generate a sales by sales person report:</p> <ul> <li>Navigate to the <strong>Reports</strong> module in the sidebar.</li> <li>Under the <strong>Sales</strong> section, click <strong>Sales by Salesperson</strong>.</li> </ul> <p><img src="/inventory/help/images/reports/salesperson-report-1.png" alt="Image of sales by sales person report"></p> <ul> <li>Click <strong>Customize Report</strong> on the top of the page.</li> <li>Select a <strong>Date Range</strong> for which you want to generate a report.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> </ul> <p><img src="/inventory/help/images/reports/salesperson-report-2.png" alt="Customizing sales by sales person report"></p> <ul> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Click <strong>Run Report</strong> to generate the report for that period.</li> </ul> <p><strong>Other Actions:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <hr> <h3 id="packing-history">Packing History</h3> <p>To generate a packing history report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Packing History</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the packing history report for that period.</li> </ul> <p><img src="/inventory/help/images/reports/pkgh.png" alt="Image of packing history"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="packing-history-takeaways">Takeaways</h5> <ul> <li>The packing history report includes the following data fields - <strong>DATE, PACKAGE#, SALES ORDER#, STATUS, TRACKING#</strong> and <strong>QUANTITY</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the available packages, their related details and their statuses for a chosen time frame.</li> <li>Clicking on a <strong>PACKAGE#</strong> of an entry will redirect to the overview page of that contact.</li> </ul> <hr> <h3 id="receivables">Receivables</h3> <ul> <li><a href="#customer-balance">Customer Balances</a></li> <li><a href="#invoice-details">Invoice Details</a></li> <li><a href="#sales-order-details">Sales Order Details</a></li> <li><a href="#receivable-summary">Receivable Summary</a></li> <li><a href="#receivable-details">Receivable Details</a></li> </ul> <h3 id="customer-balance">Customer Balances</h3> <p>To access the customer balance report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Sales by Item</strong> report under the <em>Sales</em> section of the Reports page. This is an auto generated report.(It is automatically generated till date). It gets updated with every customer associated transaction. From this report, you can further generate drilled down customer balance reports for each customer. For more information, please refer to the report takeaways section.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in their respective foreign currency.</p> <p><img src="/inventory/help/images/reports/cb.png" alt="Image of customer balance report"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="customer-balance-takeaways">Takeaways</h5> <ul> <li>The customer-balance report includes the following data fields - <strong>CUSTOMER NAME, INVOICE BALANCE, AVAILABLE CREDITS</strong> and <strong>BALANCE</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the customers owe you money.</li> <li>Clicking on a <strong>CUSTOMER NAME</strong> of an entry will redirect to the overview page of that contact.</li> <li>Clicking on any of the parameters like the <strong>INVOICE BALANCE, AVAILABLE CREDITS</strong> or <strong>BALANCE</strong> will redirect you to a dedicated drill down balance report for this customer. <ul> <li>This drill down balance report will display the list of all sent & overdue invoices for this customer.</li> <li>This report has the following fields - <strong>DATE, TRANSACTION#, TRANSACTION TYPE, STATUS, AMOUNT</strong> and <strong>BALANCE</strong>.</li> <li>You will be able to export or print this drill down balance report for a specific customer.</li> </ul> </li> </ul> <hr> <h3 id="invoice-details">Invoice Details</h3> <p>To generate an invoice history report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Invoice Details</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the invoice history report for that period.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in your base currency.</p> <p><img src="/inventory/help/images/reports/ih.png" alt="Image of invoice history"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="invoice-history-takeaways">Takeaways</h5> <ul> <li>The invoice history report includes the following data fields - <strong>STATUS, INVOICE DATE, DUE DATE, INVOICE#, SALES ORDER#, CUSTOMER NAME, INVOICE AMOUNT</strong> and <strong>BALANCE DUE</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the available invoices, their related details and their real time statuses for a chosen time frame.</li> <li>Clicking on the <strong>INVOICE#</strong> of an entry will take you to the concerned sales order.</li> <li>Clicking on a <strong>CUSTOMER NAME</strong> of an entry will redirect to the overview page of that contact.</li> </ul> <hr> <h3 id="sales-order-details">Sales Order Details</h3> <p>To generate a sales order history report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Sales Order Details</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the sales order history report for that period.</li> </ul> <p><strong>Note:</strong> The price amounts will be displayed in your base currency.</p> <p><img src="/inventory/help/images/reports/soh.png" alt="Image of sales order history"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="sales-order-history-takeaways">Takeaways</h5> <ul> <li>The sales order history report includes the following data fields - <strong>DATE, SALES ORDER#, CUSTOMER NAME, REFERENCE#, EXPECTED SHIPMENT DATE, STATUS</strong> and <strong>AMOUNT</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the available sales orders, their related details and their real time statuses for a chosen time frame.</li> <li>Clicking on the <strong>SALES ORDER#</strong> of an entry will take you to the concerned sales order.</li> <li>Clicking on a <strong>CUSTOMER NAME</strong> of an entry will redirect to the overview page of that contact.</li> </ul> <hr> <h3 id="receivable-summary">Receivable Summary</h3> <p>The Receivable Summary report provides an overview of all your invoices and credit notes. You can customize this report by grouping transactions based on the customer name, due date, custom fields, etc.</p> <img alt="Receivable Summary" src="/inventory/help/images/reports/receivable-summary.png" width="700" /> <hr> <h3 id="receivable-details">Receivable Details</h3> <p>The Receivable Details report gives you a rundown of your invoices and credit notes along with their underlying item details such as item name, quantity, and price. You can also customize this report by grouping transactions based on the transaction#, item name, custom fields, etc.</p> <img alt="Receivable Details" src="/inventory/help/images/reports/receivable-summary.png" width="700" /> <hr> <h3 id="payments-received">Payments Received</h3> <p>To generate a payments received report,</p> <ul> <li>Log in to Zoho Inventory.</li> <li>Navigate to the <strong>Reports</strong> module.</li> <li>Select the <strong>Payments Received</strong> report under the <em>Sales</em> section of the Reports page.</li> <li>Select a <strong>Date Range</strong> for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.</li> <li>On selecting a standard choice, the <strong>From</strong> and <strong>To</strong> date fields, will be automatically derived.</li> <li>In case of a custom date range, you can manually change the <strong>From</strong> and <strong>To</strong> date fields.</li> <li>Once you ready, click on the <strong>Run Report</strong> button to generate the payments received report for that period.</li> </ul> <p><strong>Note:</strong> The price amounts can be toggled between your base currency and foreign currency by clicking on the buttons <strong>BCY</strong> for Base currency and <strong>FCY</strong> for Foreign currency.</p> <p><img src="/inventory/help/images/reports/payh.png" alt="Image of payment history"></p> <p><strong>Tools:</strong> <a href="/inventory/help/reports/managing-reports.html#printing-reports">Print</a> - <a href="/inventory/help/reports/managing-reports.html#exporting-reports">Export report</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-zoho-sheet">View in Zoho Sheet</a> - <a href="/inventory/help/reports/managing-reports.html#viewing-reports-in-full-screen-mode">View in full screen</a></p> <h5 id="payments-received-takeaways">Takeaways</h5> <ul> <li>The payments received report includes the following data fields - <strong>PAYMENT#, DATE, REFERENCE#, CUSTOMER NAME, PAYMENT METHOD, NOTES, INVOICE AMOUNT</strong> and <strong>UNUSED AMOUNT</strong>.</li> <li>The report data can be sorted as per any of these fields.</li> <li>This report displays all the available invoice payment receipts, their related details and their payment modes for a chosen time frame.</li> <li>Clicking on a <strong>CUSTOMER NAME</strong> of an entry will redirect to the overview page of that contact.</li> </ul> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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