This guide provides a straightforward process for generating a Vendor Sales Valuation Report, essential for analyzing sales performance across various vendors, locations, and categories. By following the steps outlined, users can efficiently customize their reports based on specific date ranges and gain valuable insights into wholesale and retail sales.
1. From the dashboard, click on “Reports”
2. Click “Product Reports”
3. Select the “Vendors sales valuation report(date range, wholesale and retail)” option.
4. Select the “Date range”
5. Select “All Locations” or a “Single Location”
6. Select “All Categories” or choose a single category
7. Select the “All vendors” option.
8. Enter the date range and click “Get report”
9. Choose which format for the report CSV, Excel, PDF or “COPY” to clipboard
