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EyeOnTask Knowledge Base

Sales by Product and Services

Sales by Product and Services answers one question over a period: what did we sell, and what did it come to?

Every other report in the catalogue is organised by the work — the job, the person, the item’s stock level. This one is organised by the line you charge for. A month’s invoicing, collapsed so that each product and each service appears once with everything it sold.

Open it from Add Report, under Inventory, where the catalogue lists it as Billing By Product and Services — the sequence is in generating a report.

What it asks for

Section titled “What it asks for”

The report's two filters, Date Range and Show Column, with Generate Report, Print and Export

Reports → Billing By Product and Services

  • Date Range — required. The period to count.
  • Show Column — which of the three columns to carry.

What comes back

Section titled “What comes back”

The generated report: the date range and Total Amount in the heading, then one row per item with Item Name, Amount and Item Quantity

Reports → Billing By Product and Services

The heading gives the range and the Total Amount for everything in it.

ColumnWhat it tells you
Item NameThe product or service, once, however many times it was sold.
AmountWhat it was billed for across the whole period, in your company currency.
Item QuantityHow many units, or how many times the service was charged.

All three sort, and the two orderings answer different questions.

Sorted by Amount, the top of the list is where the money comes from. Sorted by Item Quantity, the top is what moves most often. Those are rarely the same line, and the gap between them is worth knowing: one large installation can out-earn a part you fit two hundred times, and the part is still the thing your stores and your vans have to keep up with.

What it counts

Section titled “What it counts”

It counts what was billed. A line reaches this report because it was charged for, not because it left the shelf.

That makes it a sales report rather than a cost or stock report, and it has two edges worth holding on to:

  • A part fitted on a job but never put on a billable line is not here. It has gone from your stock and earned nothing, and this report will not show it — for what physically moved, see the Stock Movement report and an item’s stock transaction history.
  • The figure is revenue, not profit. What the item cost you is not in it, so a line at the top by Amount is not necessarily the line that earns most. For that comparison on a single job, see job profitability, where the material, labour and service costs are set against what the job was worth.
Section titled “Related”