Sales by Division, Invoice, and Product

Questions It Answers

Which invoices were issued on a given date, and what was on them?
What is the profit per invoice - which ones were sold below cost?
Does invoice X really contain the product the customer complained about?

Filters

Filter	What it does
Transaction Date	Date range of the sales. Empty means the whole history - slow on years of data, so always fill it.
Division	Pre-filled from the user role's default division. A role locked to one division cannot change it.
Department	Limits to one department (warehouse/outlet) inside the division; pre-filled from the role default when set.
Product Code	One product only - handy for tracing the history of a single item.
Customer	One customer only. A role locked to a specific customer gets it pre-filled and read-only.
Sales Representative	One sales rep only; pre-filled from the role's default when set.
Serial Number	Match a serial number exactly (=) or partially (like). Only meaningful when the company uses serial numbers.

How To Read It

Nested result: Division > Invoice (number, customer, rep, date, invoice total) > product rows. Invoices are ordered by date and time.

Column	Meaning
Quantity, Unit	Quantity sold in the unit written on the invoice - not converted to the base unit, so 1 box and 12 pcs show as two rows.
Gross	Price x quantity before line discount.
Discount	Discount per product line. Invoice-level discount (at the foot of the invoice) is not here.
Net	Gross - Discount.
Tax, Extra Tax	Line VAT, and any extra tax (e.g. restaurant tax) computed per product.
Subtotal	Net + Tax + Extra Tax.
Profit, Profit Margin	Shown only to roles allowed to see purchase prices. Profit = Gross - Discount - tax included in the price - COGS at the time of sale. Profit Margin = Profit / (Gross - tax included in the price) x 100%.
Serial Number, Expiration Date	Shown only when the company uses product serial numbers/expiry; otherwise the columns are absent.

Source: Sales invoices and POS cashier receipts that are approved (when the approval workflow is on). Returns are not deducted here - see the Sales Return reports.

Why The Numbers May Differ

The invoice total in the header is the final amount (after invoice discount and rounding); the sum of its line Subtotals can differ slightly because the invoice discount isn't spread across lines.
POS cashier receipts are included here. Sales Summary and Sales Trend read Sales invoices only, so their totals are lower than this report whenever there are cashier sales.
Documents still waiting for approval are not counted. If the approval workflow is on and the figures look low, check the Approval Queue.
Quantities are not converted between units: a product sold in boxes and in pieces shows as separate rows with their own quantities.
Profit and Profit Margin disappear from the table when the user's role may not see purchase prices - not because the data is empty.

Purchase Price Permission

Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.

A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.

Menu Location

Sales & POS / Sales Reports / Sales by Division, Invoice, and Product
/report/salesdivtransprod