Transactional Summary Report

This report is a P&L Summary that is based on the date of transaction(s), not on Ship Date (as it does in the P&L Summary report).  Meaning, this report shows transactions within your selected date range and does not depend on Ship Date.

  • P&L can be summarized by the summarize by Channel, Company, Manufacturer, or Vendor.
  • Read how Item Cost is calculated here. The item cost in the reports is based on the cost of the item at the time of the order, and the method which was used to calculate the cost (Average, Last, or Site).
  • Read how P&L is calculated and tracked on an order here
  • If the item cost on an order gets changed manually, the reports will recalculate the order cost. A service will do this recalculation automatically.

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