Item-wise Sales History

Overview

Item-wise Sales History – Business Explanation

The Item-wise Sales History report gives a clear, transaction-level view of how individual products or services have been sold over time. It is designed to help sales, management, and operations teams understand demand patterns, customer buying behavior, and sales performance at the item level.

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What Business Information This Report Provides

This report shows historical sales activity for each item, based on confirmed sales orders. It answers key business questions such as:

• Which items are selling the most or least?
• Who are the main customers for each item?
• How sales quantities and values have changed over time
• At what price items are typically sold

By focusing on items rather than overall invoices or customers, the report helps businesses analyze product-level performance in detail.

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When and Why to Use This Report

Use this report when you need to:

• Review past sales performance of specific products
• Support inventory planning and replenishment decisions
• Identify fast-moving, slow-moving, or seasonal items
• Analyze customer demand for specific items
• Support pricing, discounting, or promotion decisions

It is especially useful during monthly reviews, sales planning meetings, budgeting cycles, or before launching promotions.

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Key Columns and Their Business Meaning

Typical columns in the Item-wise Sales History report include:

• Item Code / Item Name
  Identifies the product or service sold. This is the primary focus of the report.

• Sales Order
  The reference sales order in which the item was sold, helping track individual transactions.

• Customer
  Shows who purchased the item, useful for understanding customer preferences.

• Order Date / Transaction Date
  Indicates when the sale occurred, supporting trend and period-based analysis.

• Quantity Sold
  The number of units sold. This helps measure demand and sales volume.

• Rate (Selling Price)
  The price per unit at which the item was sold, useful for pricing analysis.

• Amount / Sales Value
  Total value generated from the item in that transaction (Quantity × Rate).

• Sales Person or Territory (if available)
  Helps analyze performance by sales team or region.

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Available Filters and Their Business Purpose

Common filters include:

• Date Range
  Focuses the analysis on a specific period (monthly, quarterly, yearly).

• Item / Item Group
  Allows analysis of one product or a group of related products.

• Customer
  Helps understand item demand from specific customers or customer segments.

• Sales Order Status
  Ensures only relevant business transactions (such as confirmed orders) are reviewed.

• Company / Business Unit
  Useful for organizations operating multiple legal entities or branches.

These filters allow decision-makers to narrow the report to exactly the business scenario they want to analyze.

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How to Interpret the Results for Business Decisions

• High quantity and high value items
  Indicate strong demand and are often key revenue drivers. These may need priority in stock planning and marketing.

• High quantity but low value items
  Suggest volume-driven products where margin optimization may be needed.

• Low or declining sales over time
  May indicate obsolete items, pricing issues, or reduced market demand.

• Customer-specific concentration
  If an item is sold mostly to a few customers, it may represent both an opportunity and a risk.

• Price variations across orders
  Help evaluate discounting practices and pricing consistency.

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Common Use Cases and Scenarios

• Sales performance review
  Managers review item-level sales to evaluate which products contribute most to revenue.

• Inventory and procurement planning
  Operations teams use past sales to forecast future demand and avoid stockouts or overstocking.

• Customer demand analysis
  Sales teams identify which customers regularly buy specific items and plan targeted follow-ups.

• Pricing and promotion decisions
  Management reviews historical prices and volumes before running promotions or revising price lists.

• Product lifecycle management
  Helps decide whether to continue, improve, promote, or discontinue certain items.

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Summary

The Item-wise Sales History report is a powerful business tool for understanding what is being sold, to whom, and in what quantities and values. By using this report regularly, businesses can make informed decisions around sales strategy, inventory management, customer engagement, and product planning.

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Report Information

• Module: Selling
• Related DocType: Sales Order
• Report Type: Script Report
• Standard: Yes