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Level 2

How do I create a report showing shipping per invoice?

I want/need a report which shows me the shipping costs per created invoice, I need this to be able to calculate the commission fee's for my sales reps. The only way I have found to display the actual shipping costs is to get a sales by customer detail report, which also shows the shipping costs. But this report is totally unsuited to be used for my goal (create commission rate for sales reps).

 

My ultimate report would just show the customer, invoice number, total, rep, shipping and sales tax. 

 

Is there anyone who can help me out with this? Perhaps it is impossible, but I'm unable to find any reports on shipping costs (per invoice/sales order).

 

We are using quickbooks 16.0 accountants edition.

Solved
Best answer 11-04-2019

Best Answers
Highlighted
Anonymous
Not applicable

How do I create a report showing shipping per invoice?

@JvP79 ,

Consider using a sales commission app and integrate it to your QBD. I found about 5 apps in the market.

 

Just my 2 cents.

View solution in original post

Highlighted
QuickBooks Team

How do I create a report showing shipping per invoice?

Hello, @JvP79.

 

You can run the Sales by Rep Details report. I can guide you on how to generate and customize this report.

 

  1. Go to the Reports menu.
  2. Choose Sales.
  3. Select the Sales by Rep Detail report.
  4. Click the Customize Report button.
  5. Select the Display tab.
  6. Click the Total by drop-down, choose Rep.
  7. In the Sort by drop-down, click Type.
  8. Click Ok.  

This report sorts each item per invoice by sales rep. From here, you can use the data in creating a commission rate per sales rep. You can check this article for more detailed steps: Customize customer, job, and sales reports.

 

To learn more about reports in QuickBooks, you can read through these articles:

Feel free to swing by here in the Community if you have other questions. I'm always here to help.

View solution in original post

5 Comments
Highlighted
Level 15

How do I create a report showing shipping per invoice?

I sort of understand what you are wanting, and why; but, QB does not associate shipping costs with sales.

 

I assume you are selling with shipping included in your price structure, Probably the best you could do is to "assume" a percentage rate for shipping and just deduct that from the total sales - sometimes you will win sometimes lose that way.

 

 

 

 

Highlighted
Level 2

How do I create a report showing shipping per invoice?

Thanks for your reply.

 

Sadly that is not possible, as I have invoices ranging from 1 to 600+ products, this would be highly inaccurate.

 

Highlighted
Anonymous
Not applicable

How do I create a report showing shipping per invoice?

@JvP79 ,

Consider using a sales commission app and integrate it to your QBD. I found about 5 apps in the market.

 

Just my 2 cents.

View solution in original post

Highlighted
QuickBooks Team

How do I create a report showing shipping per invoice?

Hello, @JvP79.

 

You can run the Sales by Rep Details report. I can guide you on how to generate and customize this report.

 

  1. Go to the Reports menu.
  2. Choose Sales.
  3. Select the Sales by Rep Detail report.
  4. Click the Customize Report button.
  5. Select the Display tab.
  6. Click the Total by drop-down, choose Rep.
  7. In the Sort by drop-down, click Type.
  8. Click Ok.  

This report sorts each item per invoice by sales rep. From here, you can use the data in creating a commission rate per sales rep. You can check this article for more detailed steps: Customize customer, job, and sales reports.

 

To learn more about reports in QuickBooks, you can read through these articles:

Feel free to swing by here in the Community if you have other questions. I'm always here to help.

View solution in original post

Highlighted
Level 2

How do I create a report showing shipping per invoice?

Thanks for the suggestion of the app! I did not know this was possible, I will defenitely investigate!

 

As for the report, indeed I had found this option. Combined with excel and with another report it does allow me to create the data I need. Although it works like it should, it is far form ideal.

 

But it works, so thanks!!

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