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.

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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.

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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.

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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.

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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.

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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.

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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.

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You’ve successfully configured the Item Group-wise Monthly Sales Report in Logic ERP.