Print report to show shipping amounts from sales order

Question

I am looking for a report that will show the shipping amount total for the day from the sales order before it's invoiced. 
 This is just the shipping cost.

Erzsi_I · Answer

Hi Rick P , 
 Thanks for reaching out. To show shipping amounts from sales orders before they're invoiced, you can apply a similar method to what is used for recording late fees. Here&rsquo;s how you can do it: 
 
 Create a separate line item for the shipping cost on your sales order, similar to adding a late fee as a separate line item on an invoice. This will allow you to track the shipping amount separately from the other items on the sales order. 
 When you're ready to invoice, the shipping cost will already be itemized and can be included in the invoice total. 
 
 Here&rsquo;s how you can further utilize the Sales Revenue&mdash;Products & Services report to complement the shipping cost tracking: 
 
 Report Access : Navigate to Reports > Sales Revenue&mdash;Products & Services to create this report. 
 Customization : You can customize the report by period (e.g., This Month, This Quarter, This Year) to match the timeframe of your sales orders. Additionally, you can filter by item type (Stock, Non-Stock, Service) or category to focus on specific areas of interest. 
 Profit Calculations : The report includes formulas for profit amount and profit percentage, allowing you to see the profitability of each item sold, including shipping if set up as a separate item. 
 Export Options : For further analysis, you can export the report as a CSV or PDF file, making it easier to share or review the data offline. 
 
 By combining the method of tracking shipping costs as separate line items with the insights provided by the Sales Revenue&mdash;Products & Services report, you can achieve a comprehensive understanding of your sales orders . If you need further assistance with this process, feel free to reach out! 
 Warm Regards, Erzsi

Sage Accounting US

Print report to show shipping amounts from sales order

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