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	Empty = all types
Customer Search	Part of a customer name

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.

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

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

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.

See also

• Sales Analysis
• Sales conversions