cost of sales report

I might have overlooked it, but is there a report that will output sales of items with their costs alongside. ie

 

Clavulox 500 mg    -   300 items      cost - $460           sale - $1020

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Re: cost of sales report

Garry I patched together a report that i think covers what you might need, please not that the GROSS AMOUNT has been reduced by the GST component to display the real GROSS income to the clinic.

If this report suits your need conside making a token donation to the development fund for OPENVPMS

If you need further tweaking please let me know.  (The report shows ALL products  but the graphs at the end show the top 10 for GROSS SALES and PROFIT.

Re: cost of sales report

File attached

AttachmentSize
Product Sales with cost.jrxml 16.7 KB

Re: cost of sales report

Hi Ben,

Just downloaded your report and tried to run it but we encountered errors. Is the report version specific? We are running 1.7 at the moment. I'm not good at programming language, so I did not understand the error messages (there were 18) and the first line said:

Failed to create report: Errors were encountered when compiling report expressions class file:
1. Cannot cast from BigDecimal to Integer
value = (java.lang.Integer)(((java.math.BigDecimal)field_product_quantity.getValue())); //$JR_EXPR_ID=11$
<---------------------------------------------------------------------------->

Would you be able to offer any advice please? Thank you!

Kind regards,

Anthony (ActiVet)

Kind regards,

Anthony (ActiVet)

Re: cost of sales report

Anthony,

 

will take a look at this one tomorrow and get a new one back to you that works.  

Sorry about that!

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: cost of sales report

Oh Ben! No need to apologise. You are doing the OpenVPMS community a great favour and I need to thank you for that!

 

Kind regards,

Anthony (ActiVet)

Re: cost of sales report

Turns out when I created the report I didnt bother checking it worked in OPENVPMS I just used it inside ireports which is a lot more tolerant of variables.  In any event I corrected the problems and here is a new version minus the variables screwing up

 

AttachmentSize
Product Sales with cost_1.jrxml 16.71 KB
Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: cost of sales report

Hi Ben,

I have uploaded your report into our system and it was great! For the first time, I can get an idea of the cost of products sold. Thank you so much!

I do have one suggestion. Would it be possible to further enhance your report by grouping product items into their Product Types?

I am more than happy to work with you for the requirement and pay you for your time as such a report would be great for clinics using the AVAPM Chart of Accounts.

Kind regards,

Anthony (ActiVet)

Kind regards,

Anthony (ActiVet)

Re: cost of sales report

In the detail section did you want them grouped or did you want the graphs to group the products by type?

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: cost of sales report

I have created a new report which adds product type to the mix if you wanted classification let me know.  I think the AVAPM chart was based on classification - we dont use it currently.

I have also added a detail option  (true false) that allows you to specify if you want the list of products generated.

As far as payment goes consider this in lieu of donations and pledges you have already made and will make to the ongoing development of this great piece of software.

AttachmentSize
Product Sales with cost_ver2.jrxml 20.14 KB
Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: cost of sales report

Thanks again for your prompt reply, Ben! I tried to run the new version of the report but was unable to generate one as I encountered similar error to the original report before you updated it. The error message started with:

"Failed to create report: Errors were encountered when compiling report expressions class file:
1. Cannot cast from BigDecimal to String
value = (java.lang.String)(((java.math.BigDecimal)variable_subtotal_cost.getValue())); //$JR_EXPR_ID=21$"

I hope it is the same scenario like the last one and won't be too hard to modify :) Do you mind checking please?

Kind regards,

Anthony (ActiVet)

Kind regards,

Anthony (ActiVet)

Re: cost of sales report

Updated it - dont know why those fields get reset sometimes

!checked with my OpenVersion

!Working 

Goodluck!!

AttachmentSize
Product Sales with cost_ver2.jrxml 19.63 KB
Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: cost of sales report

Thank you Ben! Definitely working on mine too.

We are starting to set up our Products Types in line with the Chart of Accounts so we can generate more accurate sales/revenue report by Product Type for benchmarking. It is a work in progress.

We'll use the export to csv function of your report above to get subtotals for cost of products sold by Product Type. This will then be used for profit analysis (just been to the AVAPM workshop and they provided us with a spreadsheet for that):

Sales of products/services - Costs of products/services = Margin

This will help to monitor the financial health of the practice (I used Product Type here but it is probably what you referred to as Classification, i.e. it is not restriced to products only, e.g. Consult fees are under a product type 'Consultation - Standard' and desexing will be under product type 'Surgery - Desexing' as per the Chart of Accounts).

Kind regards,

Anthony (ActiVet)

Kind regards,

Anthony (ActiVet)

Re: cost of sales report

Thanks guys, this is awesome.  And, goes to show I should log on more often to the user forum, as I had no idea it had got this far!

 

Only question I had though, is it possible to also have a column for % margin?

 

Who do I make the cheque out to?!?

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