Use the Sales Gross Profit Summary Report to see sales gross profit by invoice date and categorized by product line. Go to  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 - for example, 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