Sales by Division, Shipment, and Product
Sales per product grouped by the courier or fleet chosen on the invoice header. For seeing the load per carrier and which freight rates are worth negotiating.
Questions It Answers
- What value and volume of goods went through each carrier/fleet?
- Which products are shipped most often through a given carrier?
- How much was collected in person (blank shipment) versus delivered?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Date range of the sales. Empty means the whole history - slow on years of data, so always fill it. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Product Code | One product only - handy for tracing the history of a single item. |
| Shipment | One carrier/fleet from the Shipments master; pre-filled from the role default when set. |
| Customer | One customer only. A role locked to a specific customer gets it pre-filled and read-only. |
| Sales Representative | One sales rep only; pre-filled from the role's default when set. |
| Serial Number | Match a serial number exactly (=) or partially (like). Only meaningful when the company uses serial numbers. |
How To Read It
Nested result: Division > Shipment (code and name) > product rows. The shipment comes from the Sales invoice header.
| Column | Meaning |
|---|---|
| Quantity, Unit | Quantity sold in the unit written on the invoice - not converted to the base unit, so 1 box and 12 pcs show as two rows. |
| Gross | Price x quantity before line discount. |
| Discount | Discount per product line. Invoice-level discount (at the foot of the invoice) is not here. |
| Net | Gross - Discount. |
| Tax, Extra Tax | Line VAT, and any extra tax (e.g. restaurant tax) computed per product. |
| Subtotal | Net + Tax + Extra Tax. |
| Profit, Profit Margin | Shown only to roles allowed to see purchase prices. Profit = Gross - Discount - tax included in the price - COGS at the time of sale. Profit Margin = Profit / (Gross - tax included in the price) x 100%. |
| Serial Number, Expiration Date | Shown only when the company uses product serial numbers/expiry; otherwise the columns are absent. |
Source: Sales invoices and POS cashier receipts that are approved (when the approval workflow is on). Returns are not deducted here - see the Sales Return reports.
Why The Numbers May Differ
- Invoices without a shipment (self-collection, cashier) are grouped under a blank shipment.
- What is counted is the value of goods on the invoice, not the freight charge - that lives in Sales Expenses.
- POS cashier receipts are included here. Sales Summary and Sales Trend read Sales invoices only, so their totals are lower than this report whenever there are cashier sales.
- Documents still waiting for approval are not counted. If the approval workflow is on and the figures look low, check the Approval Queue.
- Invoice-level discount (at the foot of the invoice) does not reduce the per-product figures here, so the Subtotal total can exceed the invoice totals in Sales Summary.
- Profit and Profit Margin disappear from the table when the user's role may not see purchase prices - not because the data is empty.
Menu Location
- Sales & POS / Sales Reports / Sales by Division, Shipment, and Product
/report/salesdivshipmentprod