Generate Company/ Brand-wise Monthly Consolidated Sale Report
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How to generate Company/ Brand-wise Monthly Consolidated Sale Report?
In this Tutorial, we’ll configure a brand-wise monthly sales report based on quantity and net value.
Access the Sales Register Report
Go to the Reports and Queries section.
Under Sales Registers, open the Sales Register Cross Tab Report.
Click on Configuration to create a new report and define a suitable configuration name.
Configure Report Option
In Report Options, under Report Consolidation, enable the Period and Item Column options.
From the Item Consolidation Options list, select Company and move it to the top using the arrow keys.
In the Total Section, enable the Grand Total option to display overall totals.
Adjust the report order by moving Item to the top.
You can also apply period-wise totals.
If the period chosen is monthly, the report will show month-wise totals automatically.
Enable Transaction and Period Settings
Under Transaction Options, enable the setting to view transaction details and tick the option to display them by quantity.
Next, go to the Other Options tab.
Set the Column As to "Period" and Period As to "Monthly" to generate a month-wise report.
Save Configuration and Customize Columns
Save the configuration and select it from the Available Configurations list.
By default, all columns will be displayed.
To customize, open Setup Column Attributes.
Unselect all columns first, then select only the required ones — such as Company Name, Total Quantity, and Net Amount.
Use the search bar to quickly find and enable any column.
You can also rearrange column order using the arrow keys.
Save the settings and press F2 to refresh the report.
View the Report Output
The report now displays month-wise consolidated sales for each brand, clearly showing how much quantity of each brand was sold in every month.
Switch to Net Value View
To view net sales value instead of quantity:
Open Configuration by pressing "F5", go to Transaction Type Settings,
Untick Total Quantity and enable Net Sale Value.
Save and refresh the report.
The report will now show month-wise net sales values for each brand.
You have successfully configured a Brand-wise Monthly Sales Report in Logic ERP.
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