Product Activity

[Tonks]

When I open a particular product and then click on the tab 'sales' there are no sales recorded from June onwards even though we have made sales in the following months. These particular products are listed as non stock or service items as they are not physical products. Why are sales not recording? Look forward to hearing from you. Thanks

[brucedenney]

Product activity, would be better names, stock transaction history, because that is what it is.

As the products are non stock, they have no history, so there is no record of them coming in or going out.

What are you hoping to do?

If you are looking to find out value or quantity of sales of items on invoices, then you can look at the invoicing module and see what got invoiced.

[Tonks]

Hi Bruce
Thank you for your reply.

I am hoping to find out how many units of a particular service we have sold. For example

Product code 1 - 12 months subscription
Product code 2 - 3 year subscription

I did look at the invoicing module and the info was there. However, we issue an invoice to a client on a 3 year subscription they then change their mind and want 1 year so a new invoice is issued. Am I correct in thinking that I would need to delete from the 'invoice list' the invoice on a 3 year basis to avoid this being included in the results?

Going through the product record it can provide you with all those lovely graphs and options, but I guess I won't be able to do this for these two items we sell as they are 'service-items'?

Many thanks for your help.

[brucedenney]

You do not need to delete the item, you just need to count items on credit notes as negatives

Invoice 1 x 3 year
Credit 1 x 3 year
Invoice 1 x 1year

What you might like to do is to create a spreadsheet that has all the invoice items for a period in it.

You can then build a pivot charts/table with products, periods, customers, quantities and values to better understand and analyse the data.

Attached is a sample spreadsheet that demonstrates how this is done.
Pivot tables allow you to drag and drop data to create a myriad of charts and tables based on the information extracted.
With odbc links, you can just refresh the sheets to get the latest data from Sage.

If you are unfamiliar with pivot charts/tables these links may help

http://www.mrexcel.com/tip105.shtml
http://peltiertech.com/Excel/Pivots/