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Overview

jshERP’s sales reporting provides comprehensive insights into your sales performance, helping you understand revenue trends, analyze customer behavior, track product performance, and make data-driven sales decisions.

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Available Reports

Sales Out Report

Analyze product-level sales with quantities, revenues, and returns

Retail Out Report

Track retail sales transactions and member purchases

Out Detail Report

View line-item details for all outbound transactions

Out Material Count

Summarize total quantities sold by material

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Sales Out Report

Location: Reports > Sales Out Report Purpose: Analyze product-level sales performance showing sales quantities, sales amounts, returns, and net sales revenue.

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Key Metrics

  • Sales Quantity (销售数量): Total units sold
  • Sales Amount (销售金额): Total revenue from sales
  • Return Quantity (退货数量): Units returned by customers
  • Return Amount (退货金额): Revenue lost to returns
  • Net Sales Amount (实际销售金额): Sales Amount - Return Amount
  • Barcode, name, specifications, model
  • Color, brand, manufacturer
  • Custom property fields (3 configurable fields)
  • Unit of measure
  • Date range (document date)
  • Customer selection
  • Warehouse/depot
  • Organization/department
  • Material category

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How to Use

  1. Access the Report
    • Navigate to Reports > Sales Out Report
    • Report loads with default date range (last 3 months)
  2. Set Date Range (Required) 
    Document Date: Select start and end dates
Default: Previous 3 months to today
This filter is mandatory for performance
  3. Apply Additional Filters (Optional) 
    Material Info: Search by barcode, name, specs, model
Customer: Select specific customer
Warehouse: Filter by warehouse location
Organization: Filter by department/branch
Category: Choose material category
  4. Analyze Results
    • View Net Sales Amount at top of page
    • Sort by sales amount to identify top products
    • Review return quantities to spot quality issues
    • Compare performance across different products
  5. Export and Share
    • Click Export for Excel download
    • Share with sales team for analysis
    • Use data for sales planning
The report displays the Net Sales Amount summary at the top, which equals total sales minus total returns. This is your actual realized revenue for the period.

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Business Use Cases

Product Performance Analysis

Identify best-selling and poor-performing products to optimize inventory

Revenue Tracking

Monitor sales revenue trends over time to meet targets

Return Analysis

Identify products with high return rates for quality improvement

Customer Insights

Analyze which products specific customers prefer

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Retail Out Report

Location: Reports > Retail Out Report Purpose: Track retail sales transactions including member card purchases, providing insights into retail channel performance.

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Key Features

  • Sales quantity and amount by product
  • Return quantity and amount
  • Net retail sales amount
  • Member card number association
  • Retail transaction details
  • Filter by member card number
  • Track member purchase behavior
  • Analyze member loyalty
  • Identify high-value members
  • Filter by warehouse/store location
  • Department/organization breakdown
  • Category-level analysis
  • Date range selection

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How to Use

  1. Access Retail Report
    • Navigate to Reports > Retail Out Report
    • Default date range loads automatically
  2. Select Report Criteria 
    Document Date: Choose date range (required)
Material Info: Search specific products
Member Card: Filter by member number
Warehouse: Select store/location
Organization: Filter by department
Category: Choose product category
  3. Review Retail Performance
    • View Net Retail Sales Amount summary
    • Analyze product mix in retail channel
    • Compare retail vs. wholesale performance
    • Identify retail-specific trends
  4. Member Analysis
    • Filter by member to see their purchase history
    • Identify frequent buyers
    • Analyze member spending patterns
    • Plan member promotions

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Business Use Cases

Store Performance

Compare sales performance across different retail locations

Member Loyalty Programs

Track member purchases to design effective loyalty rewards

Retail vs. Wholesale

Compare performance between retail and wholesale channels

Product Mix Optimization

Optimize retail store product assortment based on sales data

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Out Detail Report

Location: Reports > Out Detail Purpose: View detailed line-item information for all outbound transactions including sales orders, retail sales, and other shipments.

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Detailed Information

  • Document number and type
  • Transaction date
  • Customer/organization
  • Warehouse/depot
  • Approval status
  • Material information (barcode, name, specs)
  • Quantity shipped
  • Unit price
  • Line amount
  • Tax information
  • Discount applied
  • Date range selection
  • Customer filter
  • Material search
  • Document number search
  • Status filter

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How to Use

  1. Access Detail Report
    • Navigate to Reports > Out Detail
    • Report shows all outbound transactions
  2. Filter Transactions
    • Select date range
    • Choose customer or warehouse
    • Search by document number
    • Filter by material
  3. Review Line Items
    • See every individual line item
    • Verify quantities and prices
    • Check approval status
    • Review customer information
  4. Export for Analysis
    • Export to Excel for detailed analysis
    • Use for reconciliation
    • Share with auditors

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Use Cases

  • Transaction Verification: Verify specific sales orders and shipments
  • Audit Trail: Provide detailed transaction history for audits
  • Dispute Resolution: Research customer inquiries about specific orders
  • Data Analysis: Extract transaction data for advanced analytics

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Out Material Count

Location: Reports > Out Material Count Purpose: Summarize total quantities shipped by material across all outbound transactions.

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What It Shows

  • Material identification (barcode, name, specs)
  • Total quantity shipped in period
  • Number of transactions
  • Summary by material category
  • Aggregated across all customers and warehouses

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How to Use

  1. Access Summary Report
    • Navigate to Reports > Out Material Count
    • Select date range
  2. Filter Results
    • Choose material category
    • Search specific materials
    • Select warehouse
  3. Analyze Volume
    • Identify high-volume materials
    • Plan inventory replenishment
    • Forecast future demand

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Use Cases

  • Demand Planning: Analyze material demand patterns for forecasting
  • Inventory Planning: Plan purchases based on shipment volumes
  • Capacity Planning: Ensure adequate warehouse capacity for high-volume items
  • Performance Metrics: Track throughput and shipment volumes

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Advanced Analysis

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Time-Based Analysis

  • Compare sales across different time periods
  • Export multiple date ranges
  • Calculate growth rates
  • Identify seasonal trends
  • Run reports for consistent periods (weekly, monthly)
  • Track performance over time
  • Identify upward or downward trends
  • Forecast future performance

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Customer Analysis

  • Filter reports by customer
  • Compare customer purchase patterns
  • Identify high-value customers
  • Target sales efforts effectively
  • Analyze sales by customer
  • Review return rates by customer
  • Calculate net sales per customer
  • Optimize customer relationships

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Product Analysis

  • Sort by sales amount to find top sellers
  • Identify slow-moving products
  • Analyze product returns
  • Optimize product portfolio
  • Filter by material category
  • Compare category performance
  • Identify growth categories
  • Plan category-specific promotions

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Report Actions

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Export to Excel

  • Complete dataset export with all columns
  • Includes summary totals
  • Preserves sorting and filtering
  • Enables pivot table analysis
  • Professional formatted output
  • Includes date range and filters applied
  • Shows summary statistics
  • Suitable for management presentations

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Column Customization

  • Show/hide columns as needed
  • Reorder columns by preference
  • Adjust column widths
  • Save preferences per user
Use the Settings icon in the table header to customize which columns are displayed. Your preferences are saved automatically.

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Best Practices

  • Run Sales Out Report weekly to track performance
  • Review top 20 products monthly
  • Analyze return rates to identify quality issues
  • Share results with sales team
  • Segment customers by purchase volume
  • Identify at-risk customers (declining orders)
  • Recognize high-value customers
  • Tailor sales approach by segment
  • Discontinue poor-performing products
  • Increase inventory of best sellers
  • Investigate high return products
  • Launch promotions for slow movers
  • Base inventory decisions on sales data
  • Use reports to set sales targets
  • Track actual vs. target performance
  • Adjust strategies based on trends

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Troubleshooting

Solutions:
  • Verify all sales orders are approved and posted
  • Check if date range includes all relevant transactions
  • Ensure no orders are pending approval
  • Review if returns are properly recorded
  • Check for any data entry errors
Solutions:
  • Verify transactions are within selected date range
  • Check that orders have been approved
  • Ensure warehouse filter includes correct locations
  • Clear customer filter if accidentally set
  • Verify transactions are not still in draft status
Solutions:
  • Verify all return orders are properly posted
  • Check that returns are linked to original sales
  • Review return document dates
  • Ensure return warehouse is correct
Solutions:
  • Reduce date range
  • Filter by specific customer or category
  • Export in smaller batches
  • Contact system administrator about performance

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