This report shows the sales totals for each month in the past year ending with the selected month/date. The report can be grouped three different ways, and can display cost and sell prices together with sale numbers.

Generating the Report

1. From the main screen of Retailer, click on Reports → Sales Reports → Sales By Month. 
   
2. Enter Date - Specify a date and the report will run for the last 12 months ending with and including the month of the date specified.
3. There are 3 options here for grouping in the report.
   • Select Suppliers – Shows the report grouped by suppliers
     You can choose specific suppliers by ticking the Selected option, then tick the boxes of suppliers to include in the report.
     
   • Select Departments – Shows the report grouped by departments and categories,
     You can choose specific departments or categories by ticking the Selected option, then tick the boxes of Departments or Categories to include in the report.
     Click the arrow symbol next to each Department to see Categories under it. You can select and deselect individual categories.
     
   • Select Stock Items – Report can be run for particular items by clicking Add Items.
     A box will appear for searching or entering stock items into the list.
     Add the items you want and click OK found in the bottom left corner.
     
     

     Note: Click HERE for details on using this search screen
   • Back in the report screen, click Delete to remove selected items from the list, or click Clear to clear the whole list and start again.
     
4. Under Options, there are various options at the bottom for showing or hiding information.
   
   • Include Stock Not in Category - will include stock items that have no category assigned.
     If unticked, will not include these item sales.
   • Show Individual Stock Item Sales - Show individual stock sold under each supplier/department/category.
     If unticked, will just show supplier/department/category totals.
   • Quantity on Hand - will show current stock on hand.
     
   • Date Last Arrived - will show date of last arrival for line item.
     
   • Sell Price - will show retail price of item.
     
   • Cost Price - will show cost price of item.
     
   • Show Full Description - will show long description of item. If unticked, will show short description.
     
   • Choose between display the Barcode, Supplier Stock Code or PLU of stock items. 
     

Reading the Report

The report will be broken down into Suppliers or Departments and Categories depending on options selected. The date range will be shown at the top of the report.
If you chose Suppliers, the report will first be grouped by supplier, then department, then categories and then stock items if enabled. Each Supplier, Department and Category will have their own totals, followed by the individual stock items. 
If you chose Departments the report will first be grouped by department, then categories and then stock items if enabled. Each Department and Category will have their own totals, followed by the individual stock items. 

1. Description - The Stock Items description.
2. Barcode / Supplier Stock Code / PLU - This is the barcode, Supplier Stock Code or PLU of the product.
   
3. QOH - The current quantity on hand for product.
   
4. Sales total - Total number of product/department/category sold for the year
5. Jan to Dec months - Number of product/department/category sold for each month
6. Date Late Arrived - Date of last invoice arrival for product
7. Cost Price - Current cost price of item
8. Sell Price - Current sell price of item