Sales Orders By Date

For managers and business owners · ~5 min read

Sales Orders By Date is the most detailed sales report in BUZ. It’s also your commission report, your gross-profit report and your price-match variance report — they’re all columns on this one report.

Figure 1 — Sales Orders By Date, BUZ’s most detailed sales report. (1) Date Type decides which date the period applies to — check it before comparing this report with anything else. (2) inc GST switches the sales column between excluding and including tax. (3) GP $ / GP %, Var $ / Var %, Commission and Receipts make this the gross-profit, discounting, commission and collections report all at once.

Parameters

Parameter	Notes
Date From / Date To	The period
Date Type	Which date the period applies to — read the note below
Sales Reps	Empty = all reps
Order Status	Empty = all statuses
Order Types	At least one type is needed. Order also includes older orders from before the current order types
Customer Search	Part of a customer name
One row per order	Show each order’s totals instead of every item — see Long date ranges

Date Type changes the answer completely

An order taken in June, accepted in July and invoiced in August appears in a different month depending on Date Type. Before comparing this report to anything else — your accounts, last month’s figure, another report — check both are using the same date type.

There’s also an inc GST option that switches the sales column between excluding and including tax. Make sure you know which you’re looking at before quoting a number.

Long date ranges — one row per order

Tick One row per order to see each order as a single line with its totals, instead of every item on it. It’s much faster for a long period, such as a full year or several years.

The report also switches to one row per order on its own when the period has more than 100,000 order lines. A blue note at the top of the results tells you when this has happened. All totals, subtotals and the grand total are still complete — nothing is left out.

In this view:

• Click a sales rep to open their orders.
• Click an order to see its items.
• Expand all opens every sales rep, not every order. It is switched off when there are too many orders to show at once.

Very large results in the normal view open one sales rep at a time in the same way.

Columns

The order

Column	Meaning
Order / Description / Qty	What was sold
Customer	Who bought it
Date	The date, per your Date Type
Sales Rep	Who sold it
Status	Order status, in the colour set for it in BUZ. An order on a Processing, To Be Invoiced, Production Commenced or Made type of status shows where its job is instead: Job Tracking (production) and Dispatch (install), as classic BUZ does

The money

Column	Meaning
Price (RRP)	Recommended retail price
Price Match	The matched price, where one was given
Var $ / Var %	How far the actual price fell below RRP — your discounting
Sales (ex/inc T)	Sale value, excluding or including tax
Cost	Cost of goods
GP $ / GP %	Gross profit in dollars and as a percentage
Commission	Commission on the sale
Receipts	Money actually received against the order

The total sales, ex and inc tax, sit at the top of the results next to the order count. The Summary at the end of the report (and of Print and Excel) gives each sales rep’s orders, Total Ex Tax and Total Inc Tax, with the grand total.

A period by Quote Date covers whole days, midnight to midnight, as the classic report does.

How to read it

What each column is really for

• GP % is the health check. A rep with high sales and low GP% is discounting to hit volume.
• Var $ / Var % is the discounting report. Large variances concentrated in one rep or one product is a pricing conversation.
• Sales vs Receipts is your collections gap — sold but not yet paid.
• Commission should be reconciled from here, not estimated.

• Sort by GP % ascending to find the jobs that made no money.
• Filter to one Sales Rep for a one-to-one review.
• Export to Excel for a pivot by rep, product or month.

Common questions

Question	Answer
The total doesn’t match my accounts	Check Date Type and the inc/ex GST setting first — that’s nearly always it.
GP % looks wrong	Cost drives it. An item with no cost recorded shows an inflated gross profit.
Commission looks wrong	Check the commission setup on the rep and the order — this report reflects it, it doesn’t calculate it independently.
A rep is missing	They had no orders in that window, or a filter excludes them.
Receipts changed for an old order	Receipts now always shows the money received against the whole order. Before October 2026 it could show the wrong figure, so older printouts or exports may differ.
The report shows one row per order when I didn’t ask	The period has more than 100,000 order lines. Click an order to see its items, or shorten the period to see every item at once.

See also

• Sales Analysis
• Sales conversions