Generate Item Group - wise Monthly Consolidated Sale Report
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How to generate Item Group - wise Monthly Consolidated Sale Report?
In this tutorial, we’ll guide you through the process of configuring an Item Group-wise Monthly Sales Report based on Quantity and Net Value in Logic ERP.
Access the Sales Register Report
Navigate to the Reports/Queries section.
Under Sales Registers, select Sales Register - Cross Tab Report.
Click on Configuration and define a suitable configuration name for the report.
Configure Report Option
Under Report Options, go to Report Consolidation.
From Item Consolidation Options, enable Period and Item Column.
Enable Group and move it to the top using the arrow keys.
In the Report Total section, enable Grand Total to display overall totals.
Adjust the report order using the arrow keys.
Note: To display monthly totals, enable Item and Period-wise Total options.
Configure Transaction Details
Go to the Transaction Options tab.
Enable the setting View Transaction Details.
Select Display by Quantity to view quantity-based data in the report.
Define Column and Group Options
Go to the Other Options section.
Set the Column As to "Period" and Period As to "Monthly".
Move to Period Options, open the Extra Item Group tab, and tick the categories where item groups are defined.
Move to Group Options, open the Extra Item Group tab, and tick the categories where item groups are defined.
Save Configuration and Customize Columns
Save the configuration and select it from the Available Configurations list.
Click Create to generate the report.
To customize the layout, open Setup Column Attributes.
Unselect all columns first.
Then select only the required ones such as Extra Item Group, Total Quantity, and Net Amount.
Enable these columns and arrange their order using arrow keys.
Save the settings and press F2 to refresh the report.
The system now displays Month-wise Sales for each Item Group, showing how much quantity was sold every month.
Switch to Net Value View
To view the report based on Net Sales Value instead of quantity:
Open Configuration by pressing F5, go to Transaction Type Settings.
Uncheck Total Quantity and enable Net Sale Value.
Save the configuration and refresh the report.
The report now displays Month-wise Net Sales Value for each item group.
You’ve successfully configured the Item Group-wise Monthly Sales Report in Logic ERP.
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