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YTD Sales figures

  • 1.  YTD Sales figures

    Posted 14 days ago
    I have a smartlist report, that pulls in the Total YTD Sales and Total LYR Sales.

    I am trying to balance out what goes into these figures.  Is it only invoices, that make these figures up?  Are other portions, such as Freight, Miscellaneous included.  How are discounts factored in, or are they?  What about Debit and Credit memos?

    Thanks for your help.

    Pamela Stephenson
    Director of Accounting and Finance
    Ashley Ward, Inc.
    Mason OH
    Academy - Online Interactive Learning from Experts

  • 2.  RE: YTD Sales figures

    Posted 13 days ago
    Edited by Silver Subie 13 days ago
    Not sure how the smartlist was built but if your Total YTD Sales matches with Inquiry, Sales, Yearly Summary then yes the ytd sales amount will include trade discount, freight, tax, miscellaneous from SOP and also include Debit and credit memos from Receivable.
    Academy - Online Interactive Learning from Experts

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