ERPX Documentation — Your complete guide to the ERPX platform

Sales Reports

Go to: Sales → Sales Reports

The Sales Reports hub holds seven reports. They all work the same way: set the filters, click Generate Report, then read or export the result.

These reports are not live. Set your filters and click Generate Report each time — an empty screen usually means you have not generated it yet, not that there is no data.

1. Sales by Customer

Go to: Sales → Sales Reports → Sales by Customer

Sales grouped by customer, expandable down to each document and its item lines.

Column	Shows
Customer / Document #	Customer, expanding to their documents
Date	Document date
Status	Document status
Qty / UOM	Quantity sold
Rate	Unit rate
Amount	Line value
Discount	Discount applied
Taxes & Charges	Tax and charge total
Grand Total	Document total
Currency	Document currency

Filters: From, To, Customers, Item Types, Items.

Answers: who your biggest customers are, and what they bought.

2. Sales by Item

Go to: Sales → Sales Reports → Sales by Item

The same data grouped by item instead of by customer.

Column	Shows
Item / Document #	Item, expanding to the documents it appears on
Date	Document date
Customer	Who bought it
Status	Document status
Qty / UOM	Quantity sold
Rate	Unit rate
Amount	Line value
Currency	Document currency

Filters: From, To, Customers, Item Types, Items.

Answers: which products move, and at what price.

3. Quotation by Item

Go to: Sales → Sales Reports → Quotation by Item

Every sales quotation for an item, with both the quotation status and the per-item negotiation status.

Column	Shows
Item / Document #	Item, expanding to the quotations it appears on
Date / Valid Till	Quotation date and expiry
Customer	Who was quoted
Status	Quotation status
Item Status	Negotiation status of that line — Pending, Negotiating, Agreed, Ordered, Lost
Qty / UOM / Rate / Amount	The quoted line
Currency	Quotation currency

Filters: From, To, Customers, Item Types, Items.

Answers: what an item is being quoted at, and how much of it is actually converting.

4. Quotation by Customer

Go to: Sales → Sales Reports → Quotation by Customer

Every quotation per customer, expandable to each quotation and its items.

Column	Shows
Customer / Document #	Customer, expanding to their quotations
Date / Valid Till	Quotation date and expiry
Status	Quotation status
Qty / UOM / Rate / Amount	The quoted lines
Discount / Taxes & Charges / Grand Total	Quotation totals
Currency	Quotation currency

Filters: From, To, Customers, Item Types, Items.

Answers: what is outstanding with a customer, and which quotes are about to expire.

5. Pending Sales Order

Go to: Sales → Sales Reports → Pending Sales Order

Open sales orders with their ordered, delivered, and billed quantities side by side.

Column	Shows
Sr No.	Row number
Document / Customer	The order and who it is for
Date	Order date
Item	The ordered item
Status	Order status
Ordered Qty	Quantity ordered
Delivered Qty	Quantity shipped
Billed Qty	Quantity invoiced
UOM	Unit of measurement

Filters: From, To, Customers, Item Types, Items.

Answers: what you still owe customers, and what you have not yet billed.

6. Stock Reservation Report

Go to: Sales → Sales Reports → Stock Reservation Report

Stock reservation entries, showing how much of your stock is committed to which sales order.

Column	Shows
#	Row number
Sales Order #	The order holding the reservation
Item	The reserved item
Warehouse	Where the stock is held
Sales Order Qty	Quantity on the order line
Reserved Qty	Quantity reserved
Available Qty After Reserve	What is left free in that warehouse
UOM	Unit of measurement

Filters: Item Types, Items.

Answers: why free stock looks lower than total stock.

7. Transaction Chain

Go to: Sales → Sales Reports → Transaction Chain

Trace any sales document — or a whole customer — across its full chain of linked quotations, orders, deliveries, invoices, and accounting documents.

Start from	Then search by
Customer	Customer name
Sales Quotation	Document number
Sales Order	Document number
Delivery Note	Document number
Sales Invoice	Document number

Transaction Chain is visible to administrators only. It is the fastest way to answer “which invoice covers this delivery?” or “what did this quotation eventually become?”.

Sales reporting elsewhere in ERPX

Not every sales-related report sits in this hub. The ones you will reach for most often:

Report	Where	Answers
Sales Invoice by Customer	Financials → Basic Reports	Invoiced value per customer
Sales Invoice by Item	Financials → Basic Reports	Invoiced value per item
Sales Register	Financials → Basic Reports	The full register of sales entries
Sales Tax Report	Financials → Tax Reports	Tax collected on sales invoices
Customer Ledger	Financials → Ledger Reports	Every transaction for a customer
Customer Tax Ledger	Financials → Ledger Reports	Tax collected per customer
Customer Advance Ledger	Financials → Ledger Reports	Advances taken and applied
Delivery by Customer	Inventory → Basic Reports	What each customer received
Delivery by Item	Inventory → Reports	What was dispatched, by item
Delivery Schedule Report	Inventory → Delivery Schedule	Planned vs actual delivery dates
Sales Funnel	CRM → Reports	Leads through opportunities to conversion
Sales Pipeline	CRM → Reports	Value in each pipeline stage
Sales Order Analysis	Sales	Ordered vs delivered vs billed, per order
Item Wise History	Sales	The same, per item
Pending SO Items For Purchase	Sales	What to buy or make to cover open orders

Troubleshooting

Symptom	Likely cause
The report is empty	You have not clicked Generate Report, or the filters exclude everything
A report tile is missing from the hub	Your role lacks the report’s capability — for example `CAN_VIEW_SALES_BY_CUSTOMER`
Transaction Chain is not shown	It is restricted to administrators
Figures do not match the dashboard	Align the report’s From/To dates with the dashboard’s period selector
An order is missing	Draft documents are not reported — only approved ones
Amounts look inconsistent across customers	The documents are in different currencies. Check the Currency column

Analysis & Pending Orders — order and item drill-downs
Financials Reports — invoice, tax, and ledger reporting
Inventory Reports — delivery reporting
CRM Reports — funnel and pipeline

Analysis & Pending Orders Purchase