The latest version includes three new sales reports which offer new way to analyze your sales.
- Sales Invoice Totals by Customer
- Sales Invoice Totals by Item
- Sales Invoice Totals by Custom Field
Let me go through each one in detail
Sales Invoice Totals by Customer
This report will give you invoice totals grouped by customers. This is useful to see which customers are generating the most sales for the specific period of time. The report supports comparative columns so you can compare multiple periods side-by-side (e.g. years, quarters, months, weeks).
Sales Invoice Totals by Item
Similar to previous report, this report will show totals by items you sell. This is useful to see which items are generating the most sales for the specific period of time. Just like the previous report, this one also supports comparative periods.
Sales Invoice Totals by Custom Field
This one is a beast and I’m glad I can finally show you what I’ve been working on because it offers completely new ways how Manager can be customized and bended to exactly fit your business needs.
As you already know, you can create custom fields in various places in Manager but until now you couldn’t really use them in any meaningful way. This new report leverages your custom fields to give you new way how you can summarize your sales invoices.
Let’s say you have sales associates who are earning commission on generated sales each month. So you need a report which can give you invoice totals by sales associate to calculate their commission.
The first step would be to create a custom field on
Sales Invoices so every time you create an invoice, you select sales associate who closed the sale.
When you are creating the report, set up periods and select custom field by which you want to group the sales invoices.
Then the report will show invoice totals by sales associate (not by customer or item as previous reports).
However you can go much further than that with this report. This report can also work with custom fields created on individual sales invoice lines, inventory items, non-inventory items and customers too.
Let’s say you have thousands of customers and it’s not very useful to see invoice totals by customers because the report is just too long. Perhaps you want to see invoice totals by country.
What you do is set up a custom field for
Customer and set country on each customer. Then you can get invoice totals by country.
What if you have thousands of items? It’s probably not very useful to see invoice totals by item… the report would be too long. The best approach would be to create custom field on item (e.g. group, material, type, brand etc.) and then see totals by item custom field.
For example, let’s say you are selling many items from a few popular brands. Rather than viewing invoice totals by item, you could view invoice totals by brand.
This will make it more compact and much easier to see which brands are selling the best.
So these are some basic examples how to use the third report. I’m sure there are a lot more possibilities.