Sales Journal

The Sales Journal report displays sales information from outgoing Customer, Commissary and Warehouse Orders completed by a supply location or Central Storage within the specified date range.

Menu Paths: Net-Chef > Sales: Reports > Sales Journal
Menu Paths: Net-Chef > Reports: Sales > Sales Journal

Transactions Included: Reconciled Customer Orders, Final Reconciled Commissary or Warehouse Orders

Report Controls

Date Range Start/Finish: Calendar widgets; can select any dates.

Post Period: Drop-down; displays past and current Post Dates.

Group By: Category, Customer, Microcategory, Product, Subcategory, Transaction Number

Summarize By: Customer, Product, Transaction Number

Funnel (Filters): Any report column; Category, Subcategory, Microcategory

Printer (Export): PDF, Excel, CSV formats

Report Columns:

Click any column header to sort by the data in that column.

Product Number – The company product number.
Product Name – The company product name.
Customer – Customer/Location for which the order was filled.
Transaction Number – Displays the system assigned transaction number; based on the Customer Invoice numbering scheme defined in Enterprise Manager.
Reconcile Date – The date the transaction was reconciled.
Inventory Unit – The company product inventory unit.
Quantity (in Inventory Units) – The quantity issued on the transaction.
Sales – Value based on the sale price (including markups and discounts).
Cost – Value based on the Inventory Cost of the product at the current location.
Gross Profit = [ Sales – Cost ]
Gross Profit Margin % = [ (Gross Profit ¸ Sales) x 100 ]

Note: For information on how "Sales" values can be assigned, see "Customer Order Product Pricing".