Sales tracking

General description #

The sales tracking report provides information about the sales contracts. This report is a lot like the sales processing report in how it is put together. It is, however, more compact and shows exactly what sales have been made, but it does this on the contract level instead of the sales invoice level. You can see what purchase contract and/or stock lot a sale was linked to. It makes it easy to keep track of all the sales that have been made on a sales contract.

Objectives/Purposes #

The main purpose for which a sales tracking report can be used is to track the origin or source whether the contract or lot of the sales contracts.

You can also use the filters on different columns, like the product or supplier, to get specific information about all the sales contracts made for the selected product or supplier and where they came from.

Columns #

  • Sales contract: This column displays the sales contract number. On hover, displays the info text ‘Sales contract number”. 
  • Purchase contract: This column displays the purchase contract number used from the source side in which this sales contract is used from the destination side in an order line. On hover, displays the info text “Purchase Contract number”. 
  • Supplier: This column displays the name of the relation used in the purchase contract(source). On hover, displays the info text “The supplier”. 
  • Warehouse: This column displays the name of the warehouse(source) from which the lot is taken. On hover, displays the info text “Warehouse where the lot is stored”. 
  • Customer: This column displays the name of the relation used in the sales contract. On hover, displays the info text “Buyer of the product”. 
  • Lot number: This column displays the lot number used from the source side in which this sales contract is used from the destination side in an order line. On hover, displays the info text “Lot number used from the source side”. 
  • Order number: This column displays the order number associated with the sales contract. On hover, displays the info text “Order number”. 
  • Order date: This column displays the order date of the order. On hover, displays the info text “Order date”. 
  • Loading date: This column displays the Loading date set in order. On hover, displays the info text “Loading date of the lot”. 
  • Unloading date: This column displays the Unloading date set in order. On hover, displays the info text “The unloading lot for the lot”. 
  • Quantity: This column displays the quantity used in the sales contract. On hover, displays the info text “Quantity per contract line”. 
  • Unit: This column displays the unit of the quantity used in the sales contract. On hover, displays the info text “Quantity unit”. 
  • Product code: This column displays the shortcode of the product associated with the sales contract. On hover, displays the info text “Shortcode of the product”. 
  • Product description: This column displays the product description added in the product information section of the sales contract. On hover, displays the info text “Product description”. 
  • Product specification: This column displays the product specification added in the product information section of the sales contract. On hover, displays the info text “Product specification”. 
What are your feelings
Updated on September 19, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.