Configure Brand wise consolidated and detailed Sale Report

YouTube: How to configure Brand-wise consolidated and detailed Sale Report?

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.