Generate Company/ Brand-wise Monthly Consolidated Sale Report

YouTube: How to generate Company/Brand-wise Monthly Consolidated Sale Report?

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.

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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.

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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.

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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.

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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.

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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.

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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.

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You have successfully configured a Brand-wise Monthly Sales Report in Logic ERP.