Sales Account View

The Account Sales folder displays all sales accounts within the system including account name, description and balance.

Below we display the inventory values and profit view which includes the account name, description, and inventory quantity and value on hand. We also display price, total value sold, cost of goods sold and profit for each item.

The date range column can be set to any period. i.e. current quarter, last year, current week, etc. Setting the dates and ranges for the column is done using the Windows>Define Columns command or (shortcut <F11>). See setting dates on reports/blue tables for more information.

For more information on changing the views please see Information Views.

The account ledger view above is sorted in reverse date order.
For more information on changing the ledger views please see Ledger/Posting Table Views.

Sales Accounts - Inventory Values and Profit view
Table column	Sort	Comments
Line	Yes	The line number.
Name	Yes	The account name.
Description	Yes	The account description.
Qty On Hand		The *Quantity* currently on hand for that account. In this example there 6 units for sale. The quantity displayed is from the inventory account linked to the sales account.
Value on Hand		The *Value* currently on hand for that account. The amount displayed is from the inventory account linked to the sales account.
Begin: End: Index: Type: Tag:		The quantity sold for that account. Setting the dates and ranges for the column is done using the Windows>Define Columns command or (shortcut <F11>). See setting dates on reports / blue tables for more information.
Price		The price set on the sales account.
Value Sold		The balance for that account.
CGS		The cost of goods sold for that account. This column displays the CGS account ledger balance linked to the sales account.
Profit		The profit for that account. This column is a formula. (Value Sold) less (Cost of Goods Sold).

Cost Price, Sale Price and Markup per Item

The Trade/Tax Info view has the individual item cost and selling prices side by side.

Sales Accounts - Cost Price, Sale Price & Markup
Table column	Sort	Comments
Line	Yes	The line number.
Name	Yes	The account name.
Description	Yes	The account description.
Inventory Cost		The *Cost* amount entered for the Linked Inventory account.
Sales Price		Sales Price entered for the account under Trade/Tax Info.
Profit		Sales Price less the Inventory Cost of the item account.
Percent Markup		Profit divided by the Inventory Cost multiplied by 100 for the item account.

Sales Account Ledger View

CGS Rate, CGS Amount, Profit Amount, Profit Margin, Profit Markup, per Item

The Profit Columns can be added by executing the menu command View>Profit Columns on the ledger table.

For information on adding profit columns to Inventory accounts, see Adding Profit Columns to Inventory Accounts.

For information on adding profit columns to Receivable accounts, see Adding Profit Columns to Customer Accounts.