Inventory Item Sales report

The Inventory Item Sales report shows a list of approved invoices and receive money transactions that make up the total sales for an untracked inventory item. Drill down from the Sales by Item report to get to this report.

Your user role determines if you can see this report, and whether you can save and publish it or just view it.

Price List Invoices

Drill down from the Sales by Item report to get to this report.

Choose the data to show in the report then generate it

Choose or update the report options then generate the report.

Fields

Use the:

  • Item field to choose from your list of inventory items. Not all inventory items will display in this list, only those items that have ever been used on a sales invoice or receive money transaction. The default is the item you drilled down from on the Sales by Item report
  • From and To fields to choose the timeframe of the report. The default dates are the same as the report you've drilled down from.

Then use the Update button to generate your report. Use the Update button each time you change the date or other report options.

If you're using multi-currency in Xero the report will display an additional option to change the report to display sales in all currencies. The report defaults to your base currency and you just need to uncheck this.

View transactions that make up total sales of the inventory item

View invoices

All the approved invoices and receive money transactions that make up the total sales of the inventory item that you've chosen on the Sales by Item report will display. If items don't display it means you didn't use them on approved invoices or receive money transactions, or Xero hasn't counted them as sold (for example, they're invoices with a status of draft or awaiting approval).

  • The number of items sold and the price charged for the item on each transaction the item was used on are displayed. Note that the price shown is the price that you charged for the item on the transaction which might be different from the unit price you have entered for the item on the inventory item itself.
  • If you have re-run the report for a range of dates when the item did not appear on any transactions, the report will be blank.

Select individual transactions

Select inv

Click on the transaction date to drill down to the see the item used on the transaction.

View invoice

If you are viewing a report produced by someone with the Advisor user role, you may see notes or a summary on the report. You may be able to export, archive or edit the report, depending on your user role.