Configure Brand wise consolidated and detailed Sale Report
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How to Configure Brand wise consolidated and detailed Sale Report
In this tutorial, we’ll learn how to configure and generate brand-wise consolidated and detailed sale reports in Logic ERP using the Sale Register - Cross Tab Report.
Access the Sale Register Cross Tab Report
Navigate to the Reports/Queries section.
Select Sale Registers.
Open the Sale Register - Cross Tab report.
Click on Configuration to open the setup window.
Define a new report configuration.
Configure Report Options
Navigate to Report options.
Under Report Consolidation select "Item".
Within Item Consolidation, tick Company Name and move it to the top using the arrow keys.
In the Report Totals section, enable the Grand Total option to display overall totals.
Under Report Order, move Item to the top using the arrow keys to prioritize item-wise sorting.
Configure Transaction and Other Options
Navigate to the Transaction Options section.
Enable Display Transaction Details.
Choose whether to present the report by Value or by Quantity.
In the Other Options section, configure any additional preferences as per your requirements.
Once done, save the configuration.
Create and Customize the Report Layout
From the list of available configurations, select your newly created configuration.
Click on the Create button.
By default, all columns will be visible.
To customize:
Click Setup Column Attributes.
Select all columns first, then choose only the required ones for your report.
Rearrange the column order using the arrow keys.
Save your settings.
Generate and View the Brand-Wise Sale Report
Refresh the report by pressing F2.
The report will now display brand-wise consolidated sales within the defined date range.
View Report Using Brand Filters
To view sales for a specific brand or company, use the Report Filter.
Select the desired brand/company from the list.
Generate the report accordingly.
Generate a Detailed Brand-Wise Item Report
To view item-level details for a specific brand, open the Configuration window again.
Under Report Options → Item Consolidation, select:
Item Name
Pack Name
Shade (if applicable)
Next, open Setup Column Attributes and enable:
Item Name
All related fields required to generate a detailed item-wise report.
Save the configuration and refresh the report.
The system will now display a detailed brand-wise item-level sales report.
You have successfully configured both consolidated and detailed brand-wise sales reports in Logic ERP.
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