Sales reporting

NAVIGATION Left navigation menu > Reports > Sales section

SECURITY Kaseya Quote Manager internal users assigned to the Sales role or Purchasing role must have the Reports check box selected in order to access reports. To manage user roles and permissions, refer to Team.

If you're seeking an at-a-glance overview of your sales orders rather than detailed reporting, refer to Sales.

This article describes options available for customizable sales history reporting in Kaseya Quote Manager.

BEFORE YOU BEGIN To learn how to run any report, including these sales reports, review Running reports.

Sales report types

A Sales summary report is useful for reporting sales by general criteria, such as:

staff member.
organization.
payment type.
date.

A Sales detail report provides a detailed listing of product and service SKUs sold.

A Sales unfulfilled report provides a detailed listing of back-order items, which you can sort by organization (or any criteria).

NOTE You can also access an at-a-glance overview of organization back orders via the Unfulfilled tile on your Sales landing page.

A Sales by coupon report provides a detailed listing of orders on which organizations redeemed coupons.

Data columns

The following table outlines the columns of data available to include or omit in your sales reports, delineated by report type.

Column	Description
All sales reports*
Order	The sales order number. Click the number to open the sales order in your Admin Center. Refer to Sales.
Reference	The associated supplier invoice number. Not on Sales by coupon* report.
Date	The calendar date of the order.
Owner	The Kaseya Quote Manager user who entered or was assigned to the order.
Status	The order status: Draft, Processed, or Approved.
Fulfillment	The order fulfillment level: None (no goods fulfilled), Partial (some goods fulfilled), or Fulfilled (all goods fulfilled). Not on Sales by coupon* report.
Payment	The organization's payment status: Paid or Unpaid. Not on Sales by coupon* report.
Organization	The organization acquiring the order. Click the name to open the organization detail page.
Contact	The contact assigned to the sales order. Refer to Contact in Creating and managing organization accounts.
Gross sales	In Sales summary and Sales by coupon reports, this value is the order subtotal. In Sales detail and Sales unfulfilled reports, this value is the subtotal of an individual product in the order. NOTE Gross profit on unfulfilled sales is based on the cost of goods available from suppliers at the time of the sales order entry.
Discounts	The discount amount applied to the sale. Refer to Creating coupons and Apply a discount to a quote. Not on Sales unfulfilled* report.
Net sales	In Sales summary and Sales by coupon reports, this value is the order subtotal minus any discount. In a Sales detail report, this value is the subtotal of an individual product in the order minus any discount. Not on Sales unfulfilled* report.
Profit	In Sales summary and Sales by coupon reports, this value is your profit on the order. In a Sales detail report, this value is your profit on an individual product in the order. Not on Sales unfulfilled* report.
Tax	In Sales summary and Sales by coupon reports, this value is the tax amount on the order. In a Sales detail report, this value is the tax amount on an individual product in the order. Not on Sales unfulfilled* report. Refer to Setting tax rates.
Total sales	In Sales summary and Sales by coupon reports, this value is the total amount charged to your organization for the order. In a Sales detail report, this value is the total amount charged to your organization for an individual product in the order. Not on Sales unfulfilled* report.
Sales summary report
Owner	The Kaseya Quote Manager user selected as owner of the account associated with the sales order. Refer to Owner in Creating and managing organization accounts.
Cost	The total cost of all products in the order.
Supplier shipping	The supplier delivery charge (that is, an added landed cost).
Shipping	The delivery charge. Refer to Setting shipping rates.
Surcharges	The credit card payment surcharge amount or additional fees. Refer to Configure a credit card surcharge in Enabling payments.
Sales detail report
Organization owner	The Kaseya Quote Manager user selected as owner of the account associated with the sales order. Refer to Owner in Creating and managing organization accounts.
Product	The Manufacturer Part Number (MPN) of a product in an order. Click the MPN to open the product detail page. Refer to Adding and managing products and services.
Title	The title of a product in an order.
Brand	The brand of a product in an order. Refer to Brand in Adding and managing products and services.
Category	The category of a product in an order. Refer to Category in Adding and managing products and services.
Sub category	The sub-category of a product in an order. Refer to Category in Adding and managing products and services.
Recurring	The interval at which the product is scheduled to be sold on a recurring basis: Monthly, Quarterly, or Yearly. Refer to Recurring in Adding and managing products and services.
Recurring cycles	The number of times the product is scheduled to be sold at its recurrence interval.
Quantity	The selected quantity of a product in an order.
Cost	The cost of a product in an order.
Sales unfulfilled report
Due date	The due date of the associated purchase order or associated quote expiry date.
Product	The Manufacturer Part Number (MPN) of a product in an order. Click the MPN to open the product detail page. Refer to Adding and managing products and services.
Title	The title of a product in an order.
Quantity	The selected quantity of a product in an order.
Fulfilled	The product quantity that has been fulfilled, if any (that is, partial fulfillment).
Sales by coupon report
Coupon	The coupon code applied to the order.
Shipping	The delivery charge. Refer to Setting shipping rates.
Surcharges	The credit card payment surcharge amount or additional fees. Refer to Configure a credit card surcharge in Enabling payments.

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Sales reporting

Sales report types

Data columns

Notes