Using Sales by State Report

1. At the State field, enter the appropriate two-character state abbreviation or enter // to inquire about all states.

2. At the Beginning and Ending Date fields, enter the same date in both fields to reference one day, enter a range of dates to reference multiple days, or press Enter through both fields to accept the current system default date (today's date).

3. Choose whether you want to only include taxable items.

• Yes – Will choose All taxable items as defined by the Item and provide list for you to choose which items to include.
• No – Do not choose only taxable items.

4. After completing the input fields, the system will display the following based on your input:

• ST - The state that is listed on the customer. If the customer has no State abbreviation listed it will be grouped with other Customers with blank states.
• Cust code – The two character state abbreviation and customer ID code
• Customer Name - Full name of the Customer
• Date – The date the order was invoiced
• Invoice Number – The invoice number
• Type – This the type of transaction. Valid transaction types are:
  • CR – Credit order
  • OR – Sales order
• Amount – The total amount of the invoice.
• Total – The subtotal of all invoices for a particular customer by state
• State total – The total invoiced amounts by state
• Grand total – The total invoiced amounts for all states.

5. Once you have entered all of the required information needed to generate a Sales by State Report, command options will appear, allowing you to print or choose from a from a set of other print option. Select Print.

Note: Pressing Enter while in the State field will cause you to exit from the option and return to the main menu.

Security Required : Ledger - Ledger Reports