The Sales Register report, found at Accounting / Accounting Reports / Accounts Receivable / Sales, displays all Products purchased by Customers for a given Date, Invoice number, or Fiscal Month range. The report allows a user to filter results for any or all Customers.
- Select Locations – The Location selection refers to the Invoice Location and defaults to All Locations. To choose specific Locations, use the Select button.
- Group by Location –When checked, the results will group together based on the Region assigned to the Location within the Profile tab of Hub / Setup / Locations / Edit Location.
- Select Customers – The Payment Register report defaults to All Customers. To choose specific Customers, use the Select button.
- Cust Class – Customers can be selected by Classifications. Information regarding Classifications can be found here.
- Select Range – The Sales Register report can be ran based on Date, Invoice # or Fiscal Month. Select the desired range and set the Start and End parameter.
- Range – Selecting Control # will change the Select Range options to Date, Control #, and Fiscal Month. A range of Control #s can then be used to filter the report results.
- Sort by – Choose to sort the report by Invoice #, Control #, or Date.
- Print Gross Margin – Select to include the Gross margin on the report.
- Invoice Cost to Calculate Profit – Option becomes available when Print Gross Margin is selected. Select to determine what Cost, is used when calculating the Profit and Gross Margin on the report.
- Totals Page Only – When selected the Product's Non-Taxable, Taxable, and Total Sales will generate with no Invoice detail.
- Consolidate Locations – This option is not available for this report.
- Credit Invoices Only – Select to only include Credit Invoices in the results.
- Voided Invoices Only – Select to only include Voided Invoices in the results.
- Roll Up Invoices – This option is not available for this report.
- Select Salespeople – The Sales Register report defaults to All. To choose a specific Salespeople, use the Select button.
- User – Default is All. Optionally select a specific User to filter results to Invoices entered by that User.
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