Steps
- In All reports โ Sales: sales by month, customer, product, branch, salesperson, customer group and product group; gross margin by product; the invoice and credit-note analysis.
- The quotations analysis shows conversion; orders, deliveries and returns have their own analyses.
- AR ageing shows what customers owe by age; Customer statements each customer's account.
Good to know
- Revenue is before VAT and net of credit notes.