Logicim's ready-to-use Sage 50 US Items Sold to Customers by Location

Items Sold to Customers by Location

The Items Sold to Customers by Location Report provides a detailed sales analysis organized by inventory location and customer. Use the Report to review item profitability, compare sales and cost information, and assess gross margin percentages.

Prerequisites

1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows Terminal Server (2012 and above)
2. Microsoft Office 365
3. Sage 50 US edition (2021 and above)
4. Internet connection

What the Report Does

The Items Sold to Customers by Location Report displays detailed sales transactions and financial metrics in an optimized view. Review Item Locations, customer names, item IDs, and stocking units, along with sales and profitability information.

Compare total amounts, Cost of Sales, gross profit, and Gross Margin % to evaluate item performance. The Chart worksheet summarizes sales by location, customer, and item class, providing a quick overview of sales performance.

How to Use the Report

Step 1: Enter the start date in C8 and the end date in C9 on the Instructions worksheet.

Step 2: Click Refresh on the XLGL ribbon to update the Report.

Step 3: Review the sales transactions, costs, and gross margins on the Report worksheet.

Step 4: Review the sales summaries by location, customer, and item class on the Dashboard worksheet.

Customization Options

1. Use the column filter arrows on the Report worksheet to filter by Item Location, Customer Name, Item ID, or other visible fields.
2. Change the reporting period by entering different dates in C8 and C9, then refresh the Report.
3. Request a customized version through the customization link on the Instructions worksheet or by using this link.

Common Use Cases

1. Compare sales performance across inventory locations.
2. Review customer purchasing activity by location and item.
3. Compare sales amounts, cost of sales, gross profit, and gross margin percentages.
4. Identify profitable items and locations before making purchasing or inventory planning decisions.

Troubleshooting

Issue: The Report does not display the expected date range.
Solution: Verify the start date in C8 and the end date in C9 on the Instructions worksheet, then click Refresh on the XLGL ribbon.

Issue: The Report appears blank or does not display updated information.
Solution: Confirm that the selected date range contains sales activity, then refresh the Report.

Issue: Expected locations, customers, or items are missing.
Solution: Review the active filters on the Report worksheet and clear or adjust any filters that exclude the required records.

Issue: The Chart does not reflect the latest reporting period.
Solution: Refresh the Report after changing the dates, then review the Chart worksheet again.

FAQs

Q: Can I review sales for a specific inventory location?
A: Yes. Use the filter arrow in the Item Location column to select the location you want to review.

Q: How can I review sales for a specific customer or item?
A: Use the filter arrows in the Customer Name or Item ID columns to display the required records.

Q: What profitability information does the Report include?
A: The Report includes sales amounts, cost of sales, gross profit, and gross margin percentages.

Q: Does the Report include charts?
A: Yes. The Chart worksheet summarizes sales by location, customer, and item class.

Best Practices

1. Verify the dates in C8 and C9 before refreshing the Report.
2. Review active filters before using the Report results for sales or profitability analysis.
3. Review the Report worksheet before the Chart worksheet so that summarized trends can be traced to the supporting transaction details.
4. Save a separate copy before making structural changes to the workbook.