An Item Wise Profitability Report is a report that displays the profit or loss generated from selling specific items during a specified time period.
To View the Item Wise Profitability Report
Go to Reports Inventory ⇒ Sales Cycle ⇒ Item Wise Profitability
An Item Wise Profitability Report page opens. By default, the report page is set to Profitability Summary. This variation of the Item Wise Profitability Report helps the user view the summary of the profit and loss as well as the variance percentage of all the items for the specified date range.
1. Item Group Search – This search box helps to search “ALL” the item groups at once or a particular item group.
2. From date & To date – Set the date range for which the Report data needs to be searched.
3. Export icon – To export the data select the appropriate template from the EXPORT dropdown list.
Click on the Search option and all the data will be shown.
To access different types of Reports under Item Wise Profitability Report (namely report variation) click on the Item wise Profitability option on the left-hand side of the page.
1. Profitability Details
This variation of the Item Wise Profitability Report helps the user view the transaction-wise profitability of a particular item for the specified date range.
2. Batch-wise profitability details
This variation of the Item Wise Profitability Report helps the user view the batch-wise profitability details for the specified date range.
To open the sale entry in edit mode press, enter, or click on the setting icon beside the item row.
a. Sales Detail – Click to view/edit a sale transaction.
b. Purchase Detail – Click to view/edit the purchase transaction.