Details:

Use the Sales Gross Profit Summary Report to see sales gross profit by invoice date and categorized by product line (Administration > Reports > Sales > Orders and Invoices > Sales Gross Profit Summary).


Where do the retail, other, and service figures come from?

 - Retail: POS

 - Other: Sales Orders, Bill Me Later and Warehouse Orders

 - Service: Service Orders

 - Returns: POS and Sales Orders


Filters

 - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

 - Customer type: Use customer types to setup different customer classifications, e.g. Commercial, Residential, or Wholesale.
  • A customer type is added to a customer using the Profile tab of the Customer screen.


Security Permissions Required

Category
Function
Admin-Reports
Can Access Reports Tree Branch
Can Access Reports - Sales