Report on discounts per item for a given period

Forum|Forum|6 years ago
July 8, 2020
1 reply
3 views

Hello,

we are a wine importer, mostly HoReCa sales and a small part of direct sales.

Discounts are a tool which is frequently used in sales process.

However in order to keep the sales force performance in check and stay on track would be helpful to see for each item in our portfolio what were the amount of discounts given during a certain period (% or absolute amount). Any suggestions? Thank you.

QuickBooks Enterprise Suite

AileneA

Moderator

Hi there, @AlexNTKH.

Thank you for reaching out to the Community. Allow me to help you run a report that shows the given amount of discounts and dates made against it.

When applying the Cash process, it is helpful in terms of tracing how much cash you received at any given time. If you've utilized a discount to the customer's payment transaction, the amount will probably show up on your Profit and Loss Report.

Also, we can pull up the Sales by Customer Detail report. This way, you'll see the discounts applied to invoices. Here's how:

Click Reports.
Choose Sales.
Select Sales by Customer Detail.
Manually change the dates, then click Refresh.

You can also customize the report, add or delete columns and add or remove information.

Please let me know if you have any difficulty. I'd be glad to help you as soon as I can. Have a great day. Take care!

AlexNTKHAuthor

Hi Ailene,

thank you for getting back. My challenge is to get the amount of discounts per item sold.

Would that be possible?

Greetings,

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