Sales

Sales Analysis Report

Go to Sales > Reporting > Sales Analysis. This is a pivot view that supports drag-and-drop analysis.

Dimensions (Rows)

• Customer, Product, Product Category
• Sales Team, Salesperson
• Country, State
• Date (Order, Invoice, Delivery)

Measures (Values)

• Untaxed Amount, Total, Margin, Margin %
• Quantity Ordered, Quantity Delivered
• Number of Orders

Filters

• Date range (Today, This Month, This Quarter, This Year, Custom)
• Order Status (Quotation, Sale Order, Done, Cancelled)
• Sales Team, Salesperson, Customer

Graph View

Switch to graph: Bar, Line, Pie, Donut charts. Common: Revenue by Month (bar), Revenue by Category (pie), Sales Trend 12mo (line).

Cohort Analysis

Group customers by first order month, track repeat purchases over time. Measures customer retention and LTV.

Product Variants (Attributes)

Variants let you offer different versions of the same product - sizes, colours, materials - without creating separate product records.

Enabling Variants

1. Open a product form → go to Variants tab.
2. Click Add Attribute.
3. Select existing attribute (Size, Colour) or create a new one.
4. Add attribute values (e.g. S, M, L, XL).
5. Quickenerp auto-generates product variants for every combination.
6. Each variant has its own Internal Reference, Barcode, Sales Price, and Cost.
7. Click Save. Variants appear as sub-lines in the Variants tab.

Managing Attributes

Go to Sales > Configuration > Attributes.

Variant Pricing

Each variant can have its own price:

1. In the Variants tab, click the variant (e.g. "Chair - Black").
2. Sub-form opens. Change Sales Price and Cost.
3. Set unique Internal Reference for warehouse picking.
4. Each variant can also have its own Image.

Variant Limits

Too many combinations bloat the database (5 sizes → 10 colours → 3 materials = 150 variants). Consider:

• Use Dynamic/Grid View for products with many variants.
• Create separate parent products for distinct lines.

Recent Improvements

• Variant Grid View - Edit all variant prices, SKUs, barcodes in a spreadsheet-like grid.
• Bulk Variant Update - Change price/cost for all variants at once.
• Attribute Matrix - Visual grid of all variant combinations with stock (Enterprise).

Sales Order Lifecycle

Once a quotation is confirmed, it becomes a Sales Order. Go to Sales > Orders > Sales Orders.

Order Status Reference

Smart Buttons

• Delivery - Shows delivery status. Click to create/view delivery orders.
• Invoice - Shows invoicing status. Click to create/view invoices.
• Lock - Prevents edits. Appears when Lock Confirmed Orders is enabled.
• Cancel - Cancels the order. Requires reason if configured.

Editing a Confirmed Order

• If unlocked, click Edit to modify lines, quantities, prices.
• Existing deliveries: updates quantities if not yet validated.
• Existing invoices: warning shown. May need credit note for difference.
• If Lock Confirmed Orders is enabled, unlock first (Manager rights required).

Cancelling an Order

1. Open sales order → click Cancel.
2. Confirm cancellation. Quickenerp unreserves stock, cancels draft deliveries/invoices.
3. To re-open: click "Set to Quotation" → adjust → confirm again.

Bulk Operations

Select multiple orders in list view → Actions menu: Export, Print Delivery Slips, Create Invoices, Send by Email, Cancel.