The Unit Sales Enquiry is a reporting tool that allows you to track product sales performance across a 12-month period. This report shows the total number of units dispatched each month for each product, providing valuable insights into sales trends and inventory movement patterns.
The Unit Sales Enquiry generates reports based on dispatched shipments from Sales Orders only, using the shipment's dispatch date. Only final assembled products are counted in the report, component products used in assemblies made for a sale are excluded. The report is limited to a maximum 12-month date range and defaults to showing the last 3 months of data.
Navigate to the Unit Sales Enquiry through the main menu: Reports > Sales > Unit Sales Enquiry. Use the Run button to generate the report with currently selected filters applied, and Export the report in PDF, CSV, or XLSX format using the dropdown menu.
Filtering the Unit Sales Enquiry
Use these filters to refine your Unit Sales Enquiry report.
Unit Sales Enquiry filters | Description |
Date From | Select starting month and year using dropdown menu. |
Date To | Select ending month and year using dropdown menus. |
Warehouse | Use the drop-down menu to filter by the shipment's warehouse. |
Include Credits | Untick the checkbox to exclude Credit Notes from the results. |
Product Code | Filter for a specific product code. |
Product Description | Filter for a specific product description. |
Supplier Code | Filter by the product's default supplier's code. |
Supplier Name | Filter by the product's default supplier's name. |
Sales Group | Use the drop-down menu to filter by the Sales Group assigned to the Sales Orders. |
Customer Type | Use the drop-down menu to filter by the Sales Order's customer's Customer Type. |
Customer Code | Filter for sales to a specific customer by their customer code. |
Customer Name | Filter for sales to a specific customer by their customer name. |
Understanding the Unit Sales Enquiry
The Unit Sales Enquiry displays sales data in a grid format with each row representing a different product and columns showing various unit sales details and monthly sales figures. The report displays the following columns by default.
Unit Sales Enquiry grid column | Description |
Product Code | Displays the product's code. |
Product Description | Displays the product's description. |
Pref Supplier | Displays the product's default supplier. |
Month (Jan - Dec) | Each month of the year, starting with the Date From's month, will be given its own column displaying the product's total unit sales for each month. |
Total | Displays the sum of all unit sales across the filtered date range. |
Stock on Hand | Displays the product's current total Stock On Hand (SOH) quantity for the filtered warehouse. |
Hidden Columns
You can customize your view by adding these optional columns through Show Toolbar > Hidden Columns.
Unit Sales Enquiry hidden columns | Description |
Allocated | Show the total number of units included on open Sales Orders, Assemblies and Warehouses for the filtered warehouse. |
Max Stock Level | Displays the product's max stock level for the default warehouse. |
Min Stock Level | Displays the product's min stock level for the default warehouse. |
On Purchase | Displays the quantity currently on Placed status Purchase Orders. |
Product Group | Displays the Product Group the product is assigned. |
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by customer, product group, or period.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Unit Sales Enquiry's grid:
Go to Reports > Sales > Unit Sales Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Unit Sales Enquiry's grid:
Go to Reports > Sales > Unit Sales Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the Unit Sales Enquiry, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Unit Sales Enquiry page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.