Under the Charts tab, you can create and analyze charts displaying an item’s sales and purchase dynamics.
Charts cannot be generated for newly created items as there is no data to be processed yet. Only when certain sales or purchase transactions for a new item take place, information from them can be retrieved, analyzed and rendered in charts.
Charts can be found only for Goods and Fixed asset item types. Charts are fully customizable along the following parameters:
Indicate whether charts will display data by quantities of the item or by amounts (value).
Date from / Date to
The charts will display only those values which fall within the date range specified by the Date from and Date to.
There are the following three types of charts:
- Balances chart
A balances graph displays the item’s sales and purchase dynamics as well as final balances by months.
- Sales chart
A pie chart showing customers who bought the item along with quantities sold to each customer or amounts paid by each customer.
To see the quantities or amounts, hover a slice of the chart representing a certain customer.
The sales chart is generated based on the Inventory journal.
- Purchases chart
A pie chart that displays vendors from whom the item was purchased along with quantities bought or amounts paid to each vendor.
To see the quantities or amounts, hover a slice of the chart representing certain vendor.
The purchases chart is generated based on the Inventory journal.
Display data for the entire specified period or by months
The Sales and Purchases charts can show the data for the entire indicated period or by months.
By default, the data is shown for the entire indicated period.
To view the data by month, select the By months option. The data will be displayed by months in the form of a bar graph.
You can also remove any data labels from the chart. To do that
- In the legend area of the chart, hover a data label you wish to delete and click it.
The label becomes struck-through and the data represented by the label is not rendered on the chart anymore.