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Reports: Sold stock report

How shop products are selling: summary + details tables, with the quantity-weighted Average Unit Price and Profit (using the item's current cost price).

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Written by Alex Pogozo

What this report shows

The Sold stock report shows how your shop products are selling. It has two parts: a summary that rolls up each item (and variant) into one row that includes quantity sold, revenue, profit and tax, and a details section that lists the individual sales behind those totals. Use it to see which products earn you the most and how much profit each one makes.

How to open it

Reports → ShopsSold stock report.

What's on the page

Sold stock report (summary table)

One row per item and variant sold, with these columns:

  • Item Name = the shop product.

  • Variant Name = the specific variant (for example a size or colour), or - if the item has no variants.

  • QTY Sold = the total number of units sold.

  • Cost Price = what the item costs you, per unit.

  • Average Unit Price = the average price it sold for, per unit (see How the numbers are calculated).

  • Total Revenue = the total revenue taken for that item.

  • Profit = revenue minus what those units cost you (see How the numbers are calculated).

  • Tax = the tax portion contained in that item's sales.

Sold stock details (details table)

Below the summary, a second table lists the individual sales that make up the totals above, with these columns:

  • Item Name = the shop product.

  • Variant Name is the variant, or - if none.

  • Client Name is the client who bought it.

  • QTY Sold is the number of units on that sale.

  • Invoice No. is the invoice the sale was billed on.

  • Date is the date of the sale.

  • Team Member is the team member who made the sale.

Filters and options

See Filters and date ranges for the Location, Team Member and date controls.

A few things specific to this report:

  • The summary table and the details table each have their own filters, so you can narrow one without changing the other.

  • The details table also has a search box. Type an item, variant or client name to find specific sales.

How the numbers are calculated

Average Unit Price

Average Unit Price = total money taken for the item ÷ total units sold. It is a quantity-weighted average, so units that sold at a higher price pull the average up in proportion to how many sold at that price.

  • This is not a simple average of the different prices. It weights each price by the number of units that sold at it, so selling many units cheaply and a few expensively lands the average near the cheap price.

  • In formula terms: add up (price × quantity) for every sale of the item, then divide by the total quantity sold.

Worked example: you sell 5 of the same item , that is 2 units at $10 and 3 units at $20. Total taken = (2 × $10) + (3 × $20) = $20 + $60 = $80, across 5 units → Average Unit Price = $80 ÷ 5 = $16.00. (A plain average of $10 and $20 would be $15 — the report shows $16 because more units sold at the higher price.)

Profit

Profit = Total Revenue − (units sold × the item's current Cost Price)

  • Important: the cost used is the item's current cost price, the cost price set on the item right now, not the cost that was recorded at the time of each sale. So if you change an item's cost price later, its profit figure in this report moves with it, including for sales that already happened.

Worked example: an item sold 5 units for $80 in total, and its current cost price is $8 per unit → Profit = $80 − (5 × $8) = $80 − $40 = $40.00. If you later raise that item's cost price to $12, the same report row recalculates to $80 − (5 × $12) = $20.00, because it always uses the current cost.

Tax

Tax = the tax already contained inside the sale prices.

Prices in Pogozo are tax-inclusive, so the report separates the tax back out of each sale line rather than adding it on top. This is the same approach used for the Revenue report - see its tax explanation for a worked example of tax being extracted from a tax-inclusive total.

Printing and exporting

See Printing and exporting reports for how print and export work and the 1,000-row PDF limit. Print and export cover the summary table.

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