WIGO gives you a breakdown of all your sales and expenses in the form of detailed and summarized reports for each module. However, you also have the option to collect this information and condense the important details into one report. This article will give you an overview of the sales and purchase journal reports, which both have a summary and detailed version.
Sales journal summary
The sales journal summary report can be found in the reports module under the sales card.
The report presents 4 transaction types; orders, invoices, RMAs, and credits. Orders and invoices have positive values, whereas RMAs and credits have negative values.
The default layout contains grouping by currency > company name with the following filters:
company types: customer
currency: all of them except blank
transaction types: invoice, credit
You can expand any currency you wish to inspect more closely, and you will see a list of customers. From here you will be able to expand even further to view the transactions for that customer.
Sales journal detail report
The sales journal detail report can be found in the reports module under the sales card.
The devil is in the details and when you’re trying to figure out what’s happening with your sales and the answers are sometimes found at the finest level (i.e. the product lines and their attributes). For example, figuring out if a product is mostly purchased alone or with another product can be a very specific, yet common question. The sales journal detail report allows you to answer these types of questions by filtering and sorting line items on orders, invoices, RMAs, and credits.