Sales by item and customer (AR40103S)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

Button Description
View stock item Click this to open the Non-stock items (IN202000) window where you see the details on the item on the invoice selected in the table.
View customer Opens the Customers (AR303000) window so that you can view the customer account.
View document Click this to open the Sales invoices (AR301000) window where you see the details on the invoice document selected in the table.
Column Description
From period Select the period starting from which documents will be displayed in the table.
To period Select the period starting to which documents will be displayed in the table.
Customer The customer for which you want to view information.
Leave the field blank to view the sales profitability information for all customers.
Customer class

The class to which the customer is assigned. Once you select the customer class (which is required), the system fills in various elements in this window automatically with the values specified for the specified class; you can, however, change these values.

Salesperson The ID and name of the salesperson that was involved in sales for the transactions to be listed.
Leave the field blank to view broader range of results.
Item The stock item for which you want to view information.
Leave the field blank to view the sales profitability information for all stock items.
Item class The stock item class for which you want to view information.
Leave the field blank to view the sales profitability information for all stock item classes.
Subaccount The subaccount for which you want to view information.
Leave the field blank to view the sales profitability information for all stock items.
Include unreleased When this check box is selected, unreleased documents are also displayed in the table.
View details Click this to view more detail columns on the table rows.
Total quantity The total quantity of items on the invoices displayed in the table.
Total amount The total amount of the invoices displayed in the table.
Column Description
Customer The ID of the customer to whom the invoice is created.
Customer name The name of the customer to whom the invoice is created.
Email The email address of the customer as a business entity.
Phone no. The default phone number of the customer.
Type The type of the invoice document.
Item The item ID.
Item description The description of the item charged on the invoice. Click the item ID to see the details on it.
Period The financial period to which the invoice is posted.
Total quantity The total quantity of items on the invoice.
UoM The unit of measure (UoM) used for the item. You can select any of the units defined for this item and set a separate price for it.
Unit price The unit price of the item.
Discount amount The amount of discount on the invoice.
Total amount The total amount of the invoice.
Last sale date The date when a sale was last made to the customer.
Account The account to which the invoice is paid.
Attention

A note for customer.
Currency The currency in which this price is specified.
Currency unit price

The unit price of the item in currency.
Customer class The customer class of the customer.
Description The description of the item sold.
Discount (%)

The discount rate used on the invoice.
Discount amount (currency) The amount of discount on the invoice in currency.
Item class The item class to which the item belongs-
Reference number The reference number of the document, as automatically generated by the system in accordance with the numbering sequence assigned to cash sales in the Customer ledger preferences (AR101000) window.
Released When this check box is selected, the invoice has been released.
Salesperson The ID of the salesperson who has sold the items to the customer.
Salesperson name The name of the salesperson who has sold the items to the customer.
Subaccount The subaccount used on the invoice.
Total amount (currency) The total amount of the invoice in currency.

Related windows

Non-stock items (IN202000)

Customers (AR303000)

Sales invoices (AR301000)