How do I list and export items sold?

There are two ways to see exactly what you sold over a period, depending on the angle you want.

Method 1: Financial Docs - every line item invoiced

• Go to Customers/Sales > Financial Docs
• Change Display/Search from Document Details to Items/Contents - the results now show the individual line items on your documents instead of one row per document
• Select your date range, and adjust any other filters you need - you can narrow down by customer, salesperson, or amount range, or search for text in the item descriptions
• Optionally export the results (CSV, Excel, PDF or print) - see exporting lists

Method 2: Stock page - sold stock with quantities and profits

• Go to your Stock page
• In the search filters, change View to Stock Sold
• Set the date range, and optionally filter by search text, category, supplier or location
• Use the Columns selector to add columns you want (eg. totals), then export as usual