Sales profitability analysis (AR409000)

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.

By using this window, you can view and export all the details you may need to analyse sales profitability.
You specify the branch and the time range for which you want to get data, and the system displays the details of the transactions generated by the system when documents were released within the selected time frame. You can specify additional criteria to narrow the list of transactions.

You use the elements in this area to specify the branch and the date range for which you want to view the list of transactions, as well as other criteria to determine which transactions are listed.

Element Description
Branch The branch for which you want to view the list of transactions.
Date from The starting date in the date range for which you want to view the list of transactions.
Date to The ending date in the date range for which you want to view the list of transactions.
Completed transactions only A check box that indicates (if selected) that only completed transactions will be displayed.
A transaction is considered completed if the inventory issue for the stock item sold in this transaction is released.
Salesperson The identifier 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 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.
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.
Customer class The customer class for which you want to view information.
Leave the field blank to view the sales profitability information for all customer classes.
Customer The customer for which you want to view information.
Leave the field blank to view the sales profitability information for all customers.

This table contains the list of transactions posted during the date range specified in the top part.

Column Description
Branch The branch for which the transaction belongs.
Type The type of the document whose release triggered the transaction generation (invoice or cash sale).
Date The date of the invoice to which the transaction belongs.
Net sale The net sale amount of the sold item.
Cost A value that is one of the following:
  • If a non-stock item is sold with the transaction, the item's extended price
  • If a stock item is sold and the transaction is not completed, the item's estimated cost
  • If a stock item is sold and the transaction is completed, the item's final cost
Margin The difference between the net sale value and the cost.
Margin % A percentage of margin to net sale ratio.
Completed A check box that indicates (if selected) that the transaction is completed.
That is, the inventory issue for a stock item sold with this transaction is released.
If a non-stock item is sold, the transaction could not be completed.
Sales order no. The reference number of the sales order involved. Click the link to view the details of the sales order.
Sales order type The type of the sales order involved.
Item class The item class to which the sold stock item is assigned.
Item ID The identifier of the sold stock item.
Warehouse description The description of the sold stock item.
Customer class The identifier of the customer class of the customer who purchased the stock item.
Customer ID The identifier of the customer who purchased the stock item.
Customer The name of the customer who purchased the stock item.
Salesperson The identifier and name of the salesperson associated with the sale of the stock item.
Branch ID The identifier of the branch
Item class ID The identifier of the item class
Released A check box that indicates (if selected) that the transaction is released.
Customer ID The identifier of the customer
Salesperson ID The identifier of the salesperson

Related windows

Sales orders (SO301000)