Including or Excluding Data from the Product Sales Report

You can limit the report to just the data you want to view.

To set the Include/Exclude options:

  1. From the Reprts > End of Month Reports menu, select Product Sales to display the Product Sales Report screen.

  2. Enter the report specifications.

  3. Use the Include/Exclude hot key to display the Include/Exclude Options screen.

  4. Complete or change the following fields, as needed:

Field

Description

Stock/Non-Stock (Inc/Exc)

Indicates whether to include or exclude stock and nonstock items. The default is Include. If you select Exclude, the Transfers and Directs field are not applicable and become inaccessible.

Transfers (Inc/Exc/Only)

Indicates whether to include, exclude, or print the report only for transfer sales.

Note: You can only access this field if the Stock/Non-Stock field is set to Include.

Directs (Inc/Exc/Only)

Indicates whether to include, exclude, or print the report only for direct sales. The default is Include.

Note:  You can only access this field if the Stock/Non-Stock field is set to Include.

Credits (Inc/Exc/Only)

Indicates whether to include, exclude, or print the report only for credit sales. The default is Include.

For example, use this option to run a report that shows the amount of returns for a given period in terms of total sales use this selection in Only mode.

Work Order Material Detail (Inc/Exc/Only)

Indicates whether to include, exclude, or print the report only for sales of work order components placed on a sales order. If you select to include or only run the report for work order material details, the report lists the material detail of the work order, and does not include the finished good. Select Exclude to show only the finished goods.

Note: If the product on the sales order is a kit item, the report includes only those components that are not part of the kit itself if the Show Kits as Components field is set to Yes. If the Show Kits as Components field is set to No, the report includes only the kit item itself.

Vendor Consign (Inc/Exc/One)

Indicates whether to include, exclude, print the report only for vendor consignments. The default is Include.

Note: Only the Vendor Consign field reports on all inventory adjustment.

Note: If this field is set to One, then the Vendor Customer field activates.

Customer Consign (Inc/Exc/One)

Indicates whether to include, exclude, print the report only for customer consignments. The default is Include.

Note: If this field is set to One, then the Consignment Customer field activates.

Ven-Cust Consign (Inc/Exc/One)

Indicates whether to include, exclude, print the report only for vendor-customer consignments. The default is Include.

Consignment Vendor

If you selected One in the Vendor Consign field, enter the vendor's name, otherwise, this field is not accessible.

Consignment Customer

If you selected One in the Customer Consign field, enter the customer's name, otherwise, this field is not accessible.

  1. Press Esc to save the settings and return to the Product Sales Report screen.