Product Sales History

Product Sales History

The Product Sales History allows you to see how your products have sold over any given period, and with Live Reporting you can and sort and filter the results in a variety of different ways.

Click here to learn more about Live Reporting...

You can access this feature from the:

Main Products window where you can search and filter the Product Sales History

Click on the Show/hide supplier info pane button as highlighted in red to view the pane if it isn't already showing.

Edit Product window where you can also search and filter the Product Sales History

You can double click on any of the results in these views to open or edit.

Depending on whether you click on a column relating to the product, customer or order, either the product details, customer details or the order will open.

Example:

For instance you might want to see The Sales History for Product No 100012 during the last year, to ascertain whether it is still worth stocking this item.

So you would select Product No 100012 in the Main Products window and then select last year as the date range in the History pane.

You can quickly see that you have sold 150 items of this product, for average price of £11.86. On average each product cost you £6.23 so you have made an average profit of £5.63 on each item.

You can add additional columns to this view, and Easify will remember your settings for the next time you access it.

Next, you might want to see how much each Customer spent on this product.

So you would drag the Customer Name column heading to the group by section.

...and very easily you can see how much each Customer has spent with you on this product in the last year.

The scenario is a pretty simple example, but it gives you an idea as to how to use this feature. You can also group by more than one column too to really drill into your sales figures, plus add additional columns to this view.

Please note: the Live Reporting functionality was introduced in V4.77 so if you're not seeing the features on your version then you will need to upgrade.

Click here to learn more about Live Reporting...

NOTE: If you are using the Sales History panel to view and filter a lot of data it might be slow to load all your records. If you find it slow, choose a smaller date range or hide some of the columns.

Easify Website V 4.33    © 2020 Easify Ltd ® All rights reserved.     Privacy Policy