Item-wise Sales Register

Overview

Below is a business-focused explanation of the Item-wise Sales Register report, written for practical use in Dafater.

---

Item-wise Sales Register

Module: Accounts
Based on: Sales Invoices

---

What Business Information This Report Provides

The Item-wise Sales Register shows detailed sales performance at the individual item level. Instead of summarizing sales by invoice or customer, this report breaks down sales line by line, showing:

• Which products or services were sold
• In what quantity
• At what price
• To which customers
• During a specific period

This report helps businesses understand what is selling, how much is selling, and how sales contribute to revenue item by item.

---

When and Why to Use This Report

You should use this report when you need to:

• Analyze product-level sales performance
• Identify top-selling and slow-moving items
• Review pricing consistency across customers
• Validate revenue figures for accounting or audits
• Support inventory planning and procurement
• Prepare management or sales performance reports

It is especially useful during: - Monthly or quarterly sales reviews
- Budget planning and forecasting
- Stock replenishment decisions
- Profitability analysis

---

Key Columns and Their Business Meaning

Common columns in the Item-wise Sales Register include:

• Posting Date
  Shows when the sale was officially recorded. Useful for period-based analysis.

• Sales Invoice Number
  Links the item sale back to the original customer invoice for reference and audit purposes.

• Customer
  Identifies who purchased the item, helping analyze customer buying behavior.

• Item Code / Item Name
  Identifies the exact product or service sold.

• Item Group
  Categorizes items (e.g., Electronics, Services), useful for category-level analysis.

• Quantity
  Shows how many units were sold, helping measure demand.

• Rate
  The selling price per unit. Useful for pricing review and discount checks.

• Amount
  Total sales value for that item line (Quantity × Rate).

• Warehouse
  Indicates from which location the item was delivered, supporting stock and logistics analysis.

• Sales Person / Sales Team (if applicable)
  Helps evaluate sales performance by team or individual.

---

Available Filters and Their Business Purpose

The report provides filters to focus on relevant business questions, such as:

• Date Range
  Analyze sales for a specific period (daily, monthly, quarterly, yearly).

• Customer
  Review item-wise sales for a particular customer or customer group.

• Item / Item Group
  Focus on specific products or categories.

• Company
  Useful for businesses operating multiple legal entities.

• Warehouse
  Analyze sales distribution by location.

• Sales Invoice
  Drill down into specific invoices if required.

These filters help reduce data noise and provide targeted insights.

---

How to Interpret the Results for Business Decisions

• High Quantity + High Amount
  Indicates strong-performing items. Consider ensuring adequate stock and promotional focus.

• High Quantity + Low Amount
  Suggests low-priced or heavily discounted items. Review margins.

• Low Quantity + Low Amount
  May indicate slow-moving or obsolete items. Consider discontinuation or promotions.

• Different Rates for Same Item
  May reveal inconsistent pricing or special discounts given to certain customers.

• Sales Concentrated in Few Items
  Indicates dependency on limited products, which may require risk management.

---

Common Use Cases and Scenarios

• Sales Performance Review
  Sales managers use this report to track which items contribute most to revenue.

• Inventory Planning
  Procurement teams use it to forecast demand and plan reordering.

• Pricing and Discount Review
  Finance teams review rates to ensure pricing policies are followed.

• Customer Purchase Analysis
  Helps understand what specific customers buy regularly.

• Audit and Compliance
  Supports validation of revenue recorded against individual sales invoices.

---

Summary

The Item-wise Sales Register in Dafater is a powerful report for understanding sales at the most detailed level. It supports informed decisions around sales strategy, inventory management, pricing, and financial control, making it essential for both operational teams and management.

← Back to Accounts

Report Information

• Module: Accounts
• Related DocType: Sales Invoice
• Report Type: Script Report
• Standard: Yes