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ERPX Documentation — Your complete guide to the ERPX platform

Sales Reports

Go to: Sales → Reports

Order Reports

ReportDescription
Pending Sales OrderSales orders not yet fully delivered
Pending DeliveriesDelivery notes pending dispatch
Un-Invoiced DeliveriesDelivered items not yet invoiced
Sales Order AnalysisSales order breakdown by customer, item, and period

Sales Reports

ReportDescription
Sales by CustomerTotal sales grouped by customer
Sales by ItemTotal sales grouped by item/product
Sales Invoice by ItemInvoice breakdown by product
Sales Invoice by CustomerInvoice breakdown by customer

Delivery Reports

ReportDescription
Delivery by CustomerDeliveries grouped by customer
Delivery by ItemDeliveries grouped by item
Delivery Schedule ReportPlanned vs actual delivery dates

Tax Reports

ReportDescription
Sales Tax ReportTax collected on all sales invoices

Unpaid Invoices

Go to: Sales → Reports → Unpaid Sales Invoice

A list of all sales invoices that are past due or still outstanding, grouped by customer and aging bucket.