Sales by item and customer (AR40103S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The window toolbar

Button	Description
View item	Click this to open the Stock items (IN202500) or Non-stock items (IN202000) window where you see the details on the item on the invoice selected in the table.
View customer	Opens the Customers (AR303000) window so that you can view the customer account of the customer selected in the table.
View document	Click this to open the Sales invoices (AR301000) window where you see the details on the invoice document selected in the table.

The top part

Column	Description
From period	Select the period starting from which documents will be displayed in the table.
To period	Select the period until which documents will be displayed in the table.
Customer	The customer for which you want to view information. Leave the field blank to view the sales profitability information for all customers.
Customer class	The customer class for which you want to view information. Leave the field blank to view the sales profitability information for all customer classes.
Salesperson	The ID and name of the salesperson that was involved in sales for the transactions to be listed. Leave the field blank to view a broader range of results.
Item	The item for which you want to view information. Leave the field blank to view the sales profitability information for all items.
Item class	The item class for which you want to view information. Leave the field blank to view the sales profitability information for all item classes.
Subaccount	The subaccount for which you want to view information.
Include unreleased	When this check box is selected, unreleased documents are also displayed in the table.
View details	Click this to display the Reference number and Discount (%) columns in the table by default.
Total quantity	The total quantity of items on the invoices displayed in the table.
Total amount	The total amount of the invoices displayed in the table.

The table

Table columns with the View details option selected.

Column	Description
Customer	The ID of the customer to whom the invoice is created.
Customer name	The name of the customer to whom the invoice is created.
Email	The email address of the customer as a business entity.
Telephone no.	The default phone number of the customer.
Reference number	The reference number of the document.
Type	The type of the invoice document.
Item	The item ID.
Item description	The description of the item charged on the invoice. Click the item ID to see the details on it.
Period	The financial period to which the invoice is posted.
Total quantity	The total quantity of items on the invoice.
UoM	The unit of measure (UoM) used for the item.
Unit price	The unit price of the item.
Discount (%)	The discount rate used on the invoice.
Discount amount	The amount of discount on the invoice.
Total amount	The total amount of the invoice.
Last sale date	The date when a sale was last made to the customer.
Account	The sales account used for the transaction.
Attention	The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Currency	The currency in which this price is specified.
Currency unit price	The unit price of the item in currency.
Customer class	The customer class of the customer.
Description	The description of the sales account used for the transaction.
Discount amount (currency)	The amount of discount on the invoice in currency.
Item class	The item class to which the item belongs.
Released	When this check box is selected, the invoice has been released.
Salesperson	The ID of the salesperson who has sold the items to the customer.
Salesperson name	The name of the salesperson who has sold the items to the customer.
Subaccount	The subaccount used on the invoice.
Total amount (currency)	The total amount of the invoice in currency.

Related windows

Non-stock items (IN202000)

Customers (AR303000)

Sales invoices (AR301000)