Item-wise Sales Reports

Item-wise Sales Reports

Item-wise Sales Reports provide detailed analysis of sales performance by individual products or items in EquiBillBook. This guide will help you generate and analyze item-wise sales reports to understand product performance, identify best-sellers, and make informed inventory decisions.

Understanding Item-wise Sales Reports

Item-wise Sales Reports help you:

• Track sales performance for each product/item
• Identify best-selling and slow-moving items
• Analyze quantity sold and revenue per item
• Monitor product profitability
• Make informed inventory and purchasing decisions
• Understand customer preferences and buying patterns

Accessing Item-wise Sales Reports

To generate item-wise sales reports:

1. Navigate to the Reports module from the main menu
2. Click on Sales Reports → Item-wise Sales Report or Product Sales Report
3. Select date range and filters
4. Click "Generate Report"

Report Information Displayed

Item Details

For each item, the report shows:

• Item Name/Code: Product name and SKU/code
• Category: Item category or group
• Unit: Unit of measurement
• Quantity Sold: Total units sold
• Total Sales Amount: Total revenue from the item
• Average Selling Price: Average price per unit

Sales Metrics

Key metrics per item:

• Number of Invoices: Count of invoices containing the item
• Total Revenue: Gross sales amount
• Total Discounts: Discounts applied to the item
• Net Sales: Sales after discounts
• Total Tax: Tax collected on the item
• Cost of Goods Sold: Total cost (if cost data available)
• Profit Margin: Profit percentage (if cost data available)

Performance Indicators

Additional performance data:

• Sales Rank: Ranking by sales volume or revenue
• Sales Trend: Comparison with previous periods
• Growth Percentage: Growth rate compared to previous period
• Market Share: Percentage of total sales (if applicable)

Report Parameters and Filters

Date Range Selection

Select the period for the report:

• Predefined Ranges: Today, This Week, This Month, This Quarter, This Year
• Custom Range: Select specific from and to dates
• Last N Days: Last 7, 30, 60, 90 days
• Period Comparison: Compare with previous period

Item Selection

Filter by items:

• All Items: Include all products/services
• Specific Item: Select one or more items
• By Category: Filter by item category
• By Brand: Filter by brand (if applicable)
• By Item Type: Product, Service, or both

Location/Branch Filter

Filter by location or branch:

• All Locations: Include all locations/branches
• Specific Location: Select one or more locations

Additional Filters

Other filtering options:

• Minimum Quantity: Show items with sales above threshold
• Minimum Sales Amount: Show items with revenue above threshold
• Sort By: Quantity, Revenue, Profit, etc.
• Show Zero Sales: Include items with no sales

Report Format and Layout

Report Structure

The report typically includes:

• Header: Report title, date range, company information
• Summary Section: Total items, total quantity, total revenue
• Detail Section: Item-wise listing with all metrics
• Charts and Graphs: Visual representations (if available)
• Footer: Report generation date, page numbers

Grouping Options

Group items by:

• Category
• Brand
• Location/Branch
• Date (daily, weekly, monthly)
• Item Type

Sorting Options

Sort items by:

• Quantity Sold (highest to lowest)
• Total Revenue (highest to lowest)
• Profit Margin (highest to lowest)
• Item Name (alphabetical)
• Sales Rank

Generating and Viewing Reports

Generate Report

1. Select date range
2. Apply item and location filters
3. Select grouping and sorting options
4. Click "Generate Report" or "View Report"
5. Review the generated report

Report Preview

The report preview shows:

• Complete item-wise listing
• Summary statistics at the top
• Detailed metrics for each item
• Visual charts for top performers
• Options to export or print

Exporting Reports

Export Formats

Export reports in various formats:

• Excel (XLS/XLSX): For analysis and manipulation
• PDF: For printing and sharing
• CSV: For data import to other systems

Export Process

1. Generate and preview the report
2. Click "Export" or "Download"
3. Select export format
4. Choose export options (columns, grouping, etc.)
5. Download the exported file

Printing Reports

To print reports:

• Generate and preview the report
• Click "Print" or "Print Preview"
• Review print preview
• Adjust print settings (orientation, margins, etc.)
• Select pages to print if needed
• Print or save as PDF

Report Analysis

Key Insights to Review

Analyze these aspects:

• Best Sellers: Items with highest quantity or revenue
• Slow Movers: Items with low or zero sales
• High Profit Items: Items with best profit margins
• Trending Items: Items showing growth or decline
• Category Performance: Which categories perform best
• Pricing Analysis: Average selling prices and trends

Using Report Data

Use the report for:

• Inventory planning and stock management
• Identifying products to promote or discontinue
• Pricing strategy decisions
• Purchasing decisions
• Marketing and promotion planning
• Performance evaluation and goal setting

Best Practices

• Generate reports regularly to track item performance
• Compare periods to identify trends
• Focus on items with significant sales volume or revenue
• Use filters to analyze specific categories or locations
• Export reports for detailed analysis in Excel
• Review zero-sales items to identify dead stock
• Compare item performance across locations
• Use reports to inform inventory and purchasing decisions

Troubleshooting

Report shows no data:

• Check date range is correct
• Verify filters are not too restrictive
• Ensure sales invoices exist for the selected period
• Check item selection filters

Item not appearing in report:

• Check if item was sold in the selected period
• Verify item filters applied
• Check if item is active and available
• Review minimum quantity/amount thresholds

Quantities or amounts seem incorrect:

• Verify all invoices are recorded
• Check date range selected
• Review invoice status (paid/unpaid filters)
• Verify item codes match correctly