Brightpearl provides various reports for viewing sales and returns, allowing you to analyze costs, revenues and profitability for individual products, product groups, product types, brands, customers, lead sources and channels.
Note: Cost prices on all sales reports are estimated up until the actual cost is known at point of shipping.
Sales and returns summary
The recent sales list is the main processing point for sales orders but it can also be used to view a summary of sales and returns. Using the filters it is possible to view both sales and returns at the same time. Each line on the listing represents a single order or return.
Searching for orders containing a SKU
It is possible to use the many filters on the listing to search for orders based on general details such as dates or statuses or on specific details found in the order header, such as order number or customer reference. Or by checking the box next to the search field it is possible to view all orders which contain a particular SKU or key word entered as a line item, for example a coupon code.
Profit at a glance
The Profit & Loss report can provide a detailed picture of performance in different areas of the business and allow period comparisons to be made. But Brightpearl also offers at-a-glance figures which can help you keep a watchful eye on performance throughout day-to-day tasks.
The profit-at-a-glance can be seen at the bottom of the Sales > Recent Sales/Quotes list and Sales > Sales Credits list. It will show the figures for all the orders displayed on the screen at one time, the number of results shown can be increased using the filters.
Profit-at-a-glance can be hidden using the staff permissions.
What do the figures mean?
When viewing cost and revenue figures you should be aware of the status of the sales order.
- Cost values
Until the items are shipped this is an estimated value based on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.
- Net Revenue
This value is the tax exclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.
- Gross Revenue
This value is the tax inclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.
The sales chart can be displayed for a product to view sales quantity over a period of time, for a particular customer, on a particular price list, project or channel.
To access the sales chart go to Products > List products/services and select View sales charts from the actions button on a product line.
If you wish to view a different product use the search box to find it by name or by SKU. When viewing a product variant, use the Layer by option to compare the different variants of the group.