Sales by Product Group
Sales per product grouped by product group (category), with COGS and profit. For seeing which categories carry the profit.
Questions It Answers
- Which product category contributes the most profit?
- What is the average margin of category X versus Y?
- Which products inside a category have negative margin?
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. |
| Product Group | One group from the Product Group master. |
How To Read It
Nested result: Product Group > product rows with Quantity, Unit, Gross, Discount, Net, Cost of Goods Sold, Profit, Profit Margin, Tax, Extra Tax, Subtotal - same columns and formulas as Product Sales by Brand.
Why The Numbers May Differ
- Counts Sales invoices and POS receipts, including those still awaiting approval when the workflow is on.
- A product whose group is changed in the master moves its whole history to the new group - the report reads today's group, not the group at the time of sale.
- Returns are not deducted. For net sales, subtract the Sales Return report with the same grouping.
- 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 Product Group
/report/salesperproductgroup