Canix now offers Sales Reporting which can be used to view your company's recent sales, broken out by your top items and customers
To view Sales Reporting, start by clicking on Financial Reports > Sales Reporting (Then select either Table, Chart, or Sold Packages)
Table: Sales By Item
Here you can view your sales based on the items that were sold in any given month.
There is a drop-down menu in the top right corner that will allow you to choose from past months. To the right of the drop-down menu, there is also a Download option that imports the sales data to a CSV file for use outside of Canix.
The table also outlines the item name, the quantity sold, desired weight unit per item, the total weight of the package (if the packages are weight-based sales), the total weight units, and the dollar amount sold per item. At the bottom of the page, there is a feature that calculates the total of all categories in weight, count, and volume.
Here is an example:
Chart: Company Sales Report
The vertical axis displays your company's Total Sales By Month.
The horizontal axis displays each individual month.
When your cursor is placed over a bar in the graph, the total sales for that month are displayed.
We also provide pie graphs that outline the Monthy Sales by Item and Monthly Sales by Customer.
Sold Packages: Detailed Transfer Report
This page shows everything sold by month and provides an additional level of detail than the Transferred Packages table.
You can use this report to quickly identify the manifest number, transfer name, and link to the associated Sales Order.
This page is exportable to .csv
Note: This is limited to packages with transfer dates.
