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.

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.

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.

Notes