Microsoft Dynamics 365 Business Central Overview Series – Level-up Your Sales Reports
Microsoft Dynamics 365 Business Central is a complete business management solution for small and medium-sized organizations that automates and simplifies business activities of the same. Sales reporting in Business Central allows sales and business professionals to get insights and statistics about current and past sales activities.
How Does Sales Reporting help a Business?
- Give the business team the ability to create & run their own reports directly inside the business environment.
- Turn the business reports into visually exciting dashboards and help the business to instantly identify trends, spot anomalies as well as fix problems.
- Help to maximize resources, improve the business processes and have total access to data in any required format.
Sales Reporting through Microsoft Dynamics 365 Business Central
Following are the Key Reports when doing the sales through the Microsoft Dynamics 365 Business Central.
- Customer – Order Summary
Shows the order detail with the quantity not yet shipped for each customer in three periods of 30 days each, starting from the specified date. There are also columns with orders to be shipped before and after the three periods and a column with the total order detail for each customer. Use the report to analyze a company’s expected sales volume.
- Customer – Top 10 list
Shows information on customers’ purchases and balances for a selected period. We can choose the number of customers that will be included in the report. Only customers that have either purchase during the period or a balance at the end of the period will be included. The customers are sorted in order of amount, and we can choose whether they are sorted by sales amount or balance. The report gives a quick overview of the customers that purchase the most or that owe the most.
- Customer/Item Sales
Shows a list of item sales for each customer during a selected time period. The report contains information on quantity, sales amount, profit, and possible discounts. It can be used to analyze a company’s customer groups.
- Inventory – Customer Sale
An overview from the perspective of the warehouse sight. This is a different view compared to the Customer/Item sale report, and it shows the item first and then the customer who bought this product.
- Customer – Sales list
Shows customer sales for a period. We can use it to report to the customs and tax authorities. We can choose to include only customers with total sales that exceed a minimum amount. We can also specify whether to report the address details for each customer. The report is based on recorded sales (LCY) from customer ledger entries. At the bottom of the report, the total reported sales are shown in LCY. The total is based on the customers we have included in the report, that is the customers that are within the filters on the Customer FastTab and that have total sales greater than the amount specified in the Amounts (LCY) Greater Than field on the Options FastTab.
- Customer – Balance to date
Shows a detailed balance for selected customers. This can be used to report at the close of an accounting period or fiscal year.
- Customer – Trial Balance
Shows a detail balance for selected customers. We can use the report to verify that the balance for a customer posting group is equal to the balance on the corresponding G/L account on a certain date. This can be used to report at the close of an accounting period or fiscal year.
- Sales Statistic
Shows amounts for sales, profit, invoice discount, and payment discount in LCY, and the profit percentage for each customer. The costs and profits are given as both the original and adjusted amounts. The original costs and profits are those values that were calculated at the time of posting, and the adjusted costs and profits reflect changes to the original costs of the items in the sales. The cost adjustment amount shown in the report is the difference between the original cost and the adjusted cost. The figures are divided into three periods. we can select the length of the period, starting on a selected date. There are also columns for amounts before and after the three periods. This can be used to analyze earnings from an individual customer and earnings trends.
- Sales Reservation Avail.
Shows the availability of items for shipment on sales documents. This shall determine whether the report indicates the status of each document or of each sales line. When we print the report, we can also update the quantity that is available for shipment in the Qty. to Ship field on the sales lines. Then we can use the report to determine which documents to post. There is also a capability with which we could set the amount of goods to be shipped.
- Warehouse Shipment Status
This report can be used for all locations where the Require Shipment field is selected. The Warehouse Shipment Status report shows all unposted warehouse shipment documents, including the locations, bin codes, document status, quantities, and so on. This report is perfect to get an overview.
- Inventory Picking List
Displays a list of the sales orders in which an item is included. The following information is shown for each item: Sales order line with the name of the customer, variant code, location code, bin code, shipment date, quantity to be shipped, and unit of measure. The quantity to be shipped is totaled for each item. The report can be used when items will be collected from the inventory.
- Inventory Sales Back Orders
Shows a list with the order lines whose shipment date has been exceeded. The following information is shown for the individual orders for each item: number, customer name, customer’s telephone number, shipment date, order quantity and quantity on back order. The report also shows whether there are other items for the customer on back order.
- Inventory Order Details
Displays a list of the orders that have not yet been shipped and the items in the orders. It shows the order number, customer’s name, shipment date, order quantity, delayed quantity, outstanding quantity, and unit price, as well as any potential discount percentage and amount. The quantity on back order and outstanding quantity and amount are totaled for each item. Use the report to find out whether there are currently shipment problems, or any can be expected.
Sales is the backbone of a business and sales report is its lifeline. Microsoft Dynamics 365 business central provides a handy approach to deal with sales report needs of a business. Microsoft Dynamics 365 business central is a cloud business application supported through a network of partners like VISTAS CLOUD. We have successfully implemented Microsoft Dynamics 365 Business Central & Power BI projects for 100+ clients across sectors like Finance, Retail, Professional Services, Banking, Real estate and warehouse Inventory in USA. At VISTAS, we have over a decade of experience serving small to medium-size businesses with all business needs, including manufacturing. We support the unique needs of companies and have the expertise to customize Microsoft Dynamics 365 business central to fit your specific needs.