Sales by item — item-level performance

🚧 Draft article — source ticket MM-510 is still in To Do.

The Sales by Item report is a flat, item-level view of every product variant sold during the selected date range. Use it when you want to look up one specific item or one specific brand and see exactly how it performed.

Access path: Quickvee Web → Reporting → Sales Reports → select Sales by Item

How this differs from related reports. Sales by Item lists every variant in a flat table. Top-Selling Products shows only the top N ranked items. Category Sales (Detailed) groups items into per-category cards and splits discounts into LP and Coupons columns.

The filter bar

Filter By

Filter	Purpose
Category	Restrict to one or more product categories
Brands	Restrict to one or more brands assigned to products in the catalog
Tags	Restrict to one or more catalog tags (e.g. Featured, Clearance, New)

Filters combine with AND logic — Category: Disposables + Brand: Foger returns only Foger items in Disposables.

Date range & Outlet

Quick filters — Today, Yesterday, Last 7 Days, Last 30 Days
Manual — Start Date / End Date pickers
Outlet — for multi-store accounts, selects which location

Search & Export

Search — applies filters and reloads
Export Report — downloads the filtered table

Summary cards

Card	What it shows
Number of Item(s) Sold	Total units across every row in the filtered table
Net Sales	Total net sales across every row in the filtered table

Both cards reflect the currently filtered result, not the catalog as a whole.

Item search

Below the summary cards, Search by Items Name filters the table in real time. Works in addition to the filter bar above. Does not require pressing Search again — it filters as you type.

Reading the table

Column	What it shows
Name	The specific product variant — including flavor, size, or attribute
Category	The category assigned to the product. Custom items appear under Custom Category
Quantity Sold	Net units sold (sales minus refunded units)
Gross Sales	Total dollar value before any reductions — list price × quantity
Price Override	Dollars deducted via cashier-applied price override
Discounts	All discount types combined — custom, loyalty, coupons, BOGO, Mix N' Match, OTD
Default Tax	Tax under the primary/default rate
Other Tax	Tax under secondary rates (city, county, excise)
Refunded	Dollar value of refunds applied to this item in the range
Net Sales	Final revenue: `Gross Sales − Price Override − Discounts − Refunded`

📷 Add screenshot: Sales by Item table

How the columns reconcile

Net Sales = Gross Sales − Price Override − Discounts − Refunded

Tax columns are on top of the sale, not subtracted. Customer-paid total per item is Net Sales + Default Tax + Other Tax.

Common workflows

"How did one specific item sell yesterday?"

Quick filter → Yesterday → Search. Type the item name into Search by Items Name.

"How is brand X performing this month?"

Filter By → Brands → select → Last 30 Days → Search. Read the summary cards. Sort table by Net Sales descending.

"Which items are getting refunded most?"

Sort by Refunded descending. Top rows are items where money is being returned — investigate quality, fit, or pricing.

"How are tag X items moving?"

Filter By → Tags → select Clearance → Search. Sort by Quantity Sold descending to see which tagged items are moving.

"Audit price overrides on a category"

Filter By → Category → select → Search. Sort by Price Override descending. Cross-reference with the Discount Per Employee Report.

"Find slow-moving items in a category"

Filter By → Category → select → Search. Sort by Quantity Sold ascending. Top rows are candidates for clearance, removal, or repositioning.

Important notes

Only paid orders are included. Unpaid, voided, or cancelled orders are excluded.

Variants are listed separately. A parent product with three flavors appears as three rows. To consolidate to the parent, export and aggregate in Excel.

The Discounts column combines all discount types. For a per-discount-type breakdown, use Category Sales (Detailed) or the Discounts Report.

Custom items appear with Custom Category. They contribute fully to the report — they are real sales.

Deleted catalog items still appear if they sold in the range. The Category column may display the last-known category.

Filters do not auto-apply, except for the item-name search. The item-name search filters as you type.

Net Sales is pre-tax. Customer-paid total per item is Net Sales + Default Tax + Other Tax.

Price Override is separate from Discounts. They are not double-counted.

Calculation reference

Field	Formula
Quantity Sold	`SUM(qty + refund_qty) − refunded_qty`
Gross Sales	`SUM(inventory_price × (qty + refund_qty))`
Price Override	`SUM(adjust_price)`
Discount (all types)	`SUM(discount_amt × qty + coupon_code_amt + lp_discount_amt × qty + ABS(mix_match_amt) × qty + custom_discount_amt + bogo_discount × qty)`
Default Tax / Other Tax	`SUM(default_tax_amount)` / `SUM(other_taxes_amount)`
Refund Amount	`(Price − Discount) × refunded_qty`
Net Sales	`Total Price − Discount − Refund Amount`

Mix Match values are stored negative, so ABS() is used. Custom items are grouped under "Custom Category". Gift Card items are excluded from this report.

Internal reference

Source ticket: MM-510 — Sales - Sales by Item