Configure Item - wise Monthly Sale Report
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How to Configure Item - wise Monthly Sale Report?
In this tutorial, we’ll learn how to configure an Item-Wise Monthly Sales Report based on Quantity and Net Value in Logic ERP.
Access the Sale Register Cross Tab Report
Navigate to the Reports/Queries section.
Under Sales Registers, open the Sales Register Cross Tab Report.
Click on Configuration to create a new report.
Assign a suitable Configuration Name for easy identification.
Set Report Options
Navigate to the Report Options tab.
Under Report Consolidation, enable both Period and Item columns.
From the Item Consolidation list, select how you would like the items to be grouped or consolidated in the report.
In the Report Totals section, enable the Grand Total option to display overall totals.
Since this is a monthly report, adjust the Report Order by moving Period to the top using the arrow keys.
You can also apply Period-Wise Totals — if the selected period is monthly, the system will automatically display month-wise totals in the report.
Configure Transaction Options
Navigate to the Transaction Options tab.
Enable the setting to View Transaction Details.
Choose the option to display data by Quantity.
Configure Other Options
Navigate to the Other Options tab.
Under the Columns As option, select Period.
Set it to Monthly to generate a month-wise report.
Once done, click Save to store your configuration.
Create and Customize the Report
From the list of available configurations, select the one you just created and click Create.
By default, all columns will be visible.
To customize:
Open Setup Column Attributes.
Unselect all columns first.
Then select only the required columns for your report.
Use the search bar to locate and enable specific fields such as Item Name, Period, and Quantity.
Rearrange the column order using the arrow keys.
Save the settings.
View and Analyze the Report
Refresh the report by pressing F2.
The report will now display month-wise sales for each item, showing the total quantity sold for every month.
Switch to Net Value Report
To view the report based on Net Value instead of Quantity:
Tp open configuration window, press F5 key.
Go to Transaction Type Settings.
Uncheck the Quantity option.
Enable the Net Sale Value option.
Save the configuration and refresh the report.
The report will now display month-wise net sales value for each item.
You have successfully configured an Item-Wise Monthly Sales Report based on Quantity and Net Value in Logic ERP.
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