STX Beacon: Product Sales Reports

Product Sales Chart

Pie Chart including the Product Name of each item sold during a the previous month, the Sales value of each product, and the % of all sales for each product. 

When using a desktop browser, hover the mouse over each item to view details.

Product Sales Report

The Product Sales Report allows setting report parameters for a date range, report type for Company or Worker, as well as a specific Product Line selection.  

Navigate to the Reports option in the Home tabs. 

Select the Product Sales Report menu item. 

Click the Begin Date field to select a beginning date for the report.

Click the End Date field to select an ending date for the report.

Use the Report Type drop-down menu to select either Company or Worker.

Use the Product Line drop-down menu to select an individual Product Line, if desired. When selecting an individual Product Line, the report will display only the product sales for products within the selected Product Line.

Use the Worker drop-down menu to select an individual worker when the Worker report type is selected. 

Click the Generate button to view / print the report.

Product Sales by Rank

This report compares top selling product sales with the least selling product sales using velocity coding to sort sales into A, B, C and D categories.

  • A = top 60% of all product sales (completed tickets only)

  • B = next 20% of all product sales (completed tickets only)

  • C = next 15% of all product sales (completed tickets only)

  • D = bottom 5% of all product sales (can also include unsold products)

Navigate to the Reports option in the Home tabs. 

Select the Product Sales by Rank menu item. 

Click the Begin Date field to select a beginning date for the report.

Click the End Date field to select an ending date for the report.

Use the Report Type drop-down menu to select either Company or Worker.

Check the Include Unsold Products for the report to include the unsold products with the least selling products. The unsold products will always be in the D category.

Use the Product Line drop-down menu to select an individual Product Line, if desired. When selecting an individual Product Line, the report will display only the product sales for products within the selected Product Line.

Use the Worker drop-down menu to select an individual worker when the Worker report type is selected. 

Click the Generate button to view / print the report.

On Hand Product Report

The On Hand Product report includes:

Average Cost column which is the current average cost of each product listed

On Hand Cost column which is the average cost multiplied by the quantity on hand

Total at the bottom of the report which is the total value of the On Hand Cost column

The information on this report is only applicable to the date and time it is generated.

The report is sorted first by Product Line, then each Inventory Group with associated products underneath. The information contained on the On Hand Product report is only as good as the day it is generated. Be sure to generate the report on the day where an accurate inventory value is needed.

The On Hand Product report gives the total value of all products currently on hand. If you need an accurate value for your accountant at year-end, you will need to print this on the LAST day of the year, before there is any inventory activity in the new fiscal year.

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