Reporting
Product vs invoice reports
2min
differences between product level and invoice level reports there are several pre built sales reports in breww that you can access from our reporting suite these reports enable you to assess your sales data quickly and report on a specified date range there are two different categories that our sales reports fall into, product level reports and invoice level reports these reports have key differences to consider when determining which sales report would work best for you to determine whether a report is product or invoice level, you'll want to look at each line in the report, is each line representing an invoice line/product/aggregation of invoice lines or is it representing the whole invoice? product level reports examples include sales revenue/litres sold by beer report and products sold (order lines) reports product level reports take the sale value of the order line calculating the report, which doesn't include invoice level charges/discounts such as delivery charges or credit notes applied this is because a charge/discount on the invoice total doesn't have any reflection on the value of each product on order itself, which is where this report is drawing its data from the sale value of product does include discounts/increases applied to the product directly, be it on the invoice or via a price book invoice level reports examples include the total sales by customer and sales (orders/invoices) reports unlike product level reports, breww is looking at the total value of the invoice here as invoice level charges/discounts are applied to the invoice as a whole, these will be included in these reports screenshot 2024 04 09 at 14 45 50|690x266