Complex reports of sales and purchase reports on ERPLY

 

ERPLY Books allows displaying various complex reports of sales and purchase reports. Reports can be used through an API, which means that the features of the Report Generator, such as grouping data and setting additional conditions, can be used.

 

 

Sales and purchase complex reports

 

You can create reports from the Report Generator module. Open Reports > Report Generator. Then, select ERPLY Sales Report in the table selection. You will see the following image:

 

 

Set the suitable date range and also make sure to select the type. The possible types are as follows:

  • SALES_BY_DATE
  • SALES_BY_CUSTOMER
  • SALES_BY_CUSTOMER_ACCOUNT_MANAGER
  • SALES_BY_CUSTOMER_GROUP
  • SALES_BY_BUSINESS_AREA
  • SALES_BY_WAREHOUSE
  • SALES_BY_POINT_OF_SALE
  • SALES_BY_PRODUCT
  • SALES_BY_PRODUCT_GROUP
  • SALES_BY_PRODUCT_GROUP_WITH_DRILL_DOWN
  • SALES_BY_DEPARTMENT
  • SALES_BY_DEPARTMENT_WITH_DRILL_DOWN
  • SALES_BY_SUPPLIER
  • SALES_BY_SUPPLIER_WITH_DRILL_DOWN
  • SALES_BY_CATEGORY
  • SALES_BY_CATEGORY_WITH_DRILL_DOWN
  • SALES_BY_BRAND
  • SALES_BY_ALL_PRODUCTS
  • SALES_BY_CASHIER
  • SALES_BY_INVOICE
  • SALES_BY_INVOICE_ROWS
  • SALES_BY_WEEKDAY
  • SALES_BY_HOUR
  • SALES_BY_MATRIX
  • SALES_BY_MATRIX_WITH_DRILL_DOWN
  • PURCHASE_BY_PRODUCT
  • PURCHASE_BY_PRODUCT_GROUP
  • PURCHASE_BY_BRAND
  • PURCHASE_BY_SUPPLIER
  • PURCHASE_BY_SUPPLIER_GROUP
  • PURCHASE_BY_INVOICE
  • PURCHASE_BY_INVOICE_ROWS

After selecting the dates and type, press Done. Then, choose the output you wish to see in the report.

 

Intrastat purchase and sales

 

To create Intrastat purchase and sales reports open ‘‘Reports -> Report Generator”. Select ERPLY Sales Report in the table selection and set the period. Set the Type, Outputs, and Parameters as follows:

Type:

  • Purchases: PURCHASE_BY_INVOICE_ROWS
  • Sales: SALES_BY_INVOICE_ROWS

Outputs:

  • ERPLY SalesReport.countryCode
  • ERPLY SalesReport.originCountryCode
  • ERPLY SalesReport.code3
  • ERPLY SalesReport.netWeight
  • ERPLY SalesReport.grossWeight
  • Quantity:
    • Purchase: ERPLY SalesReport.purchasedQuantity
    • Purchase: ERPLY SalesReport.soldQuantity
  • ERPLY SalesReport.unitName
  • ERPLY SalesReport.price

Grouped field: ERPLY SalesReport.code3 (if you have used code3 for it), countryCode, and originCountryCode.

Parameters:

Explanations of the parameters:

  1. The country must not be Estonia
  2. The country of origin must not be Estonia
  3. The country must be set
  4. You wish to see only those entries where you have purchased a positive quantity (purchasedQuantity / soldQuantity is greater than 0)

 

Packaging purchase and sales reports

 

To create packaging purchase and sales reports ‘Reports -> Report Generator”, select ERPLY Sales Report in the table selection and set the period. Set the Type and Outputs as follows:

Type:

  • Purchases: PURCHASE_BY_INVOICE_ROWS
  • Sales: SALES_BY_INVOICE_ROWS

Outputs:

  • ERPLY SalesReport.code
  • ERPLY SalesReport.code2
  • ERPLY SalesReport.name
  • ERPLY SalesReport.purchasedQuantity
  • ERPLY SalesReport.packageAmount
  • ERPLY SalesReport.packageBrutomass
  • ERPLY SalesReport.packageNetomass
  • ERPLY SalesReport.packageName
  • ERPLY SalesReport.groupPackageMetal
  • ERPLY SalesReport.groupPackagePaper
  • ERPLY SalesReport.groupPackagePlastic
  • ERPLY SalesReport.groupPackageWood
  • ERPLY SalesReport.salesPackageCardboard
  • ERPLY SalesReport.salesPackageClearBrownGlass
  • ERPLY SalesReport.salesPackageGreenOtherGlass
  • ERPLY SalesReport.salesPackageMetalAl
  • ERPLY SalesReport.salesPackageMetalFe
  • ERPLY SalesReport.salesPackageOtherMetal
  • ERPLY SalesReport.salesPackagePlasticPet
  • ERPLY SalesReport.salesPackagePlasticPpPe
  • ERPLY SalesReport.salesPackageWood

Grouped field: ERPLY SalesReport.code (to group across all different products)

Parameters: add the required parameters – generally, the direct purchase/sales report will provide a total result that does not need to be filtered in detail.

 

Filter products for which certain features are missing

 

If your wish to find products for which certain features are missing, you can create the following search.

Type:

  • Purchases: PURCHASE_BY_PRODUCT
  • Sales: SALES_BY_PRODUCT

Outputs:

  • ERPLY SalesReport.code
  • ERPLY SalesReport.name
  • –Additional outputs to filter by–

Grouped field: none

Example parameters:

Code3 not set:

  • Parameter1:
    • Parameter: ERPLY SalesReport.code
    • Type: Blank

Net weight not set:

  • Parameter1:
    • Parameter: ERPLY SalesReport.netWeight
    • Type: Blank

Net weight not set, but the country of origin is not Estonia:

  • Parameter1:
    • Parameter: ERPLY SalesReport.netWeight
    • Type: Blank
  • Parameter2:
    • Parameter: ERPLY SalesReport.originCountryCode
    • Type: Not equal to
    • Value: EE

 

Saving reports

 

If you wish to save your report, press ”Save”. In the window that opens, give a name to the report and add the name you wish to see the report under to the type field. For example, you can name the report ‘’Intrastat sales’’ and set ‘’Statistics reports’’ as the type. Later, you can also add ‘’Intrastat purchases’’ to ‘’Statistics reports’’. After saving, you can open the saved report from ”Settings -> Report Generator -> Saved Reports”.