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Creating a Sales Report
Creating a Sales Report

Create a Sales Report from Inventory Reports

Mike Banting avatar
Written by Mike Banting
Updated over 3 months ago

Inventory reports provide an overview of item statuses (e.g., available, damaged, aging), financial details like paid, sale, and list prices, and which purchase or sales orders they're in. It helps track inventory condition, movement, value, etc. Based on the data available, you can also create a sales report that can tell you which serialized items were sold, on which orders, and when.

To create a sales report, go to Inventory Reports in WholeCell, then click '+New.'

Give your report a title, then choose whether to show individual IMEIs or a grouped inventory view (we'll choose Individual for this example). Filter to the 'Sold' status, and then choose inclusive dates under the 'Last Status Change' (this is the date the last status change happened; since we filtered to the 'Sold' status, the goal is to focus on items that were moved to the 'Sold' status within the specified date range). For your report, you may apply additional filters, such as filtering by product, grade, or other criteria.

In the Columns section, select the data you want to see. Here's what I've chosen for this report. I included the 'Total Paid Price' so I can compute the gross profit and margin later.

Here’s the report. You can download it as a spreadsheet and perform additional computations or data analysis as needed.

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