# Sale Report Adv
Advanced bill-wise sales report with item-level detail. Shows each sale line with batch, rate, quantity, tax breakdown, shipping, and round-off for deep revenue and audit analysis.
Overview
Go to Sales → Reports → Sale Report Adv.
Report title in ERP: Sale Report Adv
What it shows. Sale invoices expanded to item lines. Each row includes item, batch, rate, quantity, line tax, and bill-level totals such as shipping and round-off. Click an invoice number to open the full sale invoice.
When to use it. Use when you need item-level sales detail, batch traceability, or a detailed audit trail beyond the standard bill-wise report.
Report view
Filtration — Payment Mode
Filtration — Date range
Filtration — Employee
Advanced Filter
Use Cases
- Cost and margin analyst — What is the true revenue per item after discounts, shipping, and tax? Run when validating sales margins or profitability.
- Inventory team — Which batch numbers were sold on a given customer invoice? Run during stock reconciliation or expiry tracking.
- Sales analyst — How do item rates and quantities vary across customers and periods? Run for pricing and discount reviews.
- External auditor — Can every sale line be traced to a customer bill, tax rate, and batch? Run during statutory or internal audits.
Filters
Date, PayMode (All, Credit, Cash, Bank, Prepaid, Digital Wallet). Split invoices appear as Split under PayMode-All. Employee. Advanced Filter: Customer, Customer Group, Branch, Center, Item, Item Group, Batch, Project, Form Type.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Date | Sale invoice date. |
| Inv No. | System sale invoice number. Click to open the invoice. |
| PayMode | Payment mode for the bill. |
| Center | Billing or business center. |
| InCharge | Employee in charge. |
| Customer | Customer name. |
| Phone | Customer contact number. |
| Item | Item name or description. |
| Batch | Batch number on the sale line. |
| Rate | Sale rate per unit. |
| Quantity | Quantity sold. |
| Tax Rate | Tax percentage on the line. |
| Amount | Line amount before discount and tax. |
| Discount | Line-level discount. |
| Amount Before Tax | Net line amount after discount, before tax. |
| Tax Amount | Tax on the line or bill section. |
| Sub Total | Bill subtotal before extra charges. |
| Discount (Overall) | Invoice-level discount. |
| Shipping | Freight or shipping charges. |
| Roundoff | Rounding adjustment on the bill. |
| Bill Total | Final invoice total. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel (including Tally format where enabled)
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
When should I use Sale Report Adv instead of Sale Report?
Use Adv when you need item, batch, and line tax detail. Use the standard Sale Report for a faster bill-level summary.
Why do bill totals repeat on multiple rows?
Each row is an item line. Bill-level columns such as Shipping and Bill Total belong to the parent invoice and may appear on every line for that bill.
Can I export all item lines to Excel?
Yes. Use Export or Export All after generating the report.
How do I trace a batch to its sale invoice?
Filter by Batch in Advanced Filter, or search the Batch column after generating.
When should I export Adv vs standard Sale Report?
Use Adv for batch, serial, or extended custom fields needed for external audit.
Is performance slower on large ranges?
Yes. Narrow date range or use filters before export on high-volume companies.