Blackpurl

The Invoice Detail Report will provide you with a complete breakdown of all line items invoiced to a customer within the parameters given ie date range

It will allow you to see each invoiced line item - what was sold / who sold it / sold price/cost price/profit in $ / profit in %

Running  the Report 

1. From the Blackpurl Header > Reporting > Reports and then click on Invoice Detail

2. The report will generate with the following default parameters:

• Type:   Customer Invoice Detail
• Invoice Date:  Last 7 Days
• Sales Types:  All
• Item Types:  All 

Remember that you can change the parameters by clicking on

• you may wish to report on a specific Salesperson or a specific Sales Type or a specific date range, just change the parameters to suit
  
  **Please note that if you are changing the Invoice Date range to a Custom Date range, due to the volume of data, the system will not allow you to exceed the 30 days date range 

• There is also an option to do a Summary only by Invoice

3. The default columns are:

• Type
• Invoice Number 
• Invoice Date
• Customer Name
• Salesperson
• Sales Type
• Item Type 
• Item Description
• Qty
• Total Price 
• Total Cost 
• Total Profit 
• Total Gross Pct (percentage)

Remember that you can remove or add additional columns by clicking and selecting or deselecting.

Tip:

If you pay your employees commission on parts sold, this report would provide you with a full break down of invoiced items which include profitability and salesperson