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Unit Sales Enquiry

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The Unit Sales Enquiry allows you to view how many units of each product your business is selling from month to month, over a 12 month period. The report reflects per product the total number of units that have been dispatched each month, regardless of the whether the Sales Order has been completed or not.

To use the Unit Sales Enquiry, from the main menu, go to Reports, Sales and select Unit Sales Enquiry. 

Points to note

  • The Unit Sales Enquiry data populates from the dispatched Shipments of Sales Orders only. 
  • Component products of stock sold after assembly are not included in the Unit Sales Enquiry. Only the sold/dispatched assembled product is counted. To review the number of component units used in Assemblies, see Transaction Enquiry.
  • The Unit Sales Enquiry generates the report based on the date the shipment was dispatched in Unleashed. 
  • The Unit Sales Enquiry can only be filtered for a maximum date range of 12 months.
  • By default, the Unit Sales Enquiry will populate the last 3 months in the date filters.

Functional descriptions

Header button descriptions

In the top right corner of the Transaction Enquiry, there are two header buttons available:

  • Export: Use the dropdown menu to export the report in either a PDF, CSV or XSLX format.
  • Run: Use the Run button to generate the report with any selected filters applied.

Filter field descriptions

Use the filter fields available to refine which products populate the Unit Sales Enquiry report displays. The filter fields available to the Unit Sales Enquiry are:

  • Date From: Use the dropdown menus in the field to select a month and year.
  • Date To: Use the dropdown menus in the field to select a month and year.
  • Warehouse: Use the dropdown menu to filter the report by shipping warehouse. 
  • Include Credits: Tick the checkbox to include units that have been returned in a Credit Note (the Credit Note's Credit Date is used). This option is ticked by default.
  • Product Code: Displays the product's code as a quick link, which will redirect you to the transaction's page.
  • Products Description: Displays the product's description as a quick link, which will redirect you to the transaction's page.
  • Supplier Code: Filter unit sales by a specific Supplier, using their the Supplier Code.
  • Supplier Name: Filter unit sales by a specific Supplier, using their the Supplier Name.
  • Sales Order Group: Use the dropdown menu to filter the report by Sales Order Group.
  • Customer Type: Use the dropdown menu to filter the report by Customer Type (at the time the Sales Order's shipment was dispatched).
  • Customer Code: Filter unit sales by a specific Customer, using their the Customer Code.
  • Customer Name: Filter unit sales by a specific Customer, using their the Customer Name.

Grid column descriptions

By default, the following columns will populate in the Unit Sales Enquiry's grid:

  • Product Code: Displays the product's code as a quick link, which will redirect you to the transaction's page.
  • Products Description: Displays the product's description as a quick link, which will redirect you to the transaction's page.
  • Pref Supplier: Displays the name of the Supplier identified as the product's default Supplier. If the product is set as an assembled product, "Assembly" will be shown in this field.
  • January - December: Each month of the 12 month period will be shown in an individual column, displaying each month's total unit sales.
  • Total: Displays the sum total unit sales for the product across the filtered date range. 
  • Stock On Hand: Displays the product's current stock on hand quantity as a quick link, which will redirect you to the Stock On Hand Enquiry, filtered by the selected product.

Hidden Columns

Using the Hidden Columns button you can choose which columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

The following column headers are also available to include on your Transaction Enquiry and can be found in Show Toolbar, Hidden Columns:

  • Allocated
  • Max Stock Level
  • Min Stock Level
  • On Purchase
  • Product Group

Footer descriptions

After the Unit Sales Enquiry has been run and populated results, the following values are displayed at the bottom of the quote's page:

  • Total Unit Sales: The sum total number of units sold in the selected date range.

Using the custom grids

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:

  • Group By Column(s): To group by a desired column, simply drag and drop the column header it into the grey tile space above the grid's header row. As soon as you drop it the grid the enquiry page will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
  • Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
  • Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.  
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