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rsteve06
January 24, 2019
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Add Custom Data Figure to Sales By Item Summary/Detail Report

  • January 24, 2019
  • 2 replies
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We are a food manufacturer trying to find a way to use Quickbooks Manufacturing & Wholesale 18.0 to generate a lbs sold report. Right now all I can see is a report with cases of product sold and/or the total dollar amount of sales in the given time period. I'd like to add a column to the report that includes the net weight of the item. That way when I export a sales report to Excel I could plug in a multiplication algorithm to calculate total lbs sold. Any feedback would be enormously helpful!

Best answer by HoneyLynn_G

Good day, @rsteve06.

 

I'm glad to see you here in the Community. I can help you add a column on the report for the net weight of the item.

 

First, you have to add a custom field on the item:

  1. Click Lists.
  2. Choose Item Lists.
  3. Double-click the item.
  4. Click Custom Fields.
  5. Click Define Fields.
  6. Enter Net Weight and put a check mark on the Use column.
  7. Click OK to save changes.
  8. Enter the Net Weight of the item.
  9. Click OK.

 

Next, you will have to customize the invoice template to have a Net Weight field:

  1. Click Customer.
  2. Choose Create Invoice.
  3. Click the Customize Data Layout.
  4. Go to the Columns tab.
  5. Put a check mark on the Net Weight Screen and Print.
  6. Click OK.
  7. Once you select the item, the Net Weight column will automatically reflect the value.
  8. Click Save & Close.

Lastly, run and customize the Sales by Item Detail report:

  1. Click Customize Report.
  2. Choose the Display tab.
  3. On the Columns field, select Net Weight.
  4. Click OK.
  5. You can see the Net Weight column on the report.
  6. You can click the Excel button to export the report.

 

That should do it, rsteve06. Let me know if you have other report questions for me. I'm still here to help you more. Wishing you and your business continued success.

2 replies

HoneyLynn_G
HoneyLynn_GAnswer
January 24, 2019

Good day, @rsteve06.

 

I'm glad to see you here in the Community. I can help you add a column on the report for the net weight of the item.

 

First, you have to add a custom field on the item:

  1. Click Lists.
  2. Choose Item Lists.
  3. Double-click the item.
  4. Click Custom Fields.
  5. Click Define Fields.
  6. Enter Net Weight and put a check mark on the Use column.
  7. Click OK to save changes.
  8. Enter the Net Weight of the item.
  9. Click OK.

 

Next, you will have to customize the invoice template to have a Net Weight field:

  1. Click Customer.
  2. Choose Create Invoice.
  3. Click the Customize Data Layout.
  4. Go to the Columns tab.
  5. Put a check mark on the Net Weight Screen and Print.
  6. Click OK.
  7. Once you select the item, the Net Weight column will automatically reflect the value.
  8. Click Save & Close.

Lastly, run and customize the Sales by Item Detail report:

  1. Click Customize Report.
  2. Choose the Display tab.
  3. On the Columns field, select Net Weight.
  4. Click OK.
  5. You can see the Net Weight column on the report.
  6. You can click the Excel button to export the report.

 

That should do it, rsteve06. Let me know if you have other report questions for me. I'm still here to help you more. Wishing you and your business continued success.

R
rsteve06Author
February 22, 2019

Thank you very much for this! This is helpful, but having to sum up the Sales by Item Detail Report is still time consuming. Is there any means by which a custom column can be added to the Sales by Item Summary Report?

IamjuViel
IamjuViel
February 22, 2019

It's great to hear again from  you, @rsteve06.

 

With QuickBooks Desktop, you have the ability to customize your Sales by Item Summary report to include the specific information you need.

 

The Sales by Item Summary Report shows the following:

  • How many items were sold?
  • What is total sales?
  • Which among your list of items or product brings in most or least income?

 

If I may ask, did you add Net Weight as one of the columns in your Sales form (Invoice, estimate or sales receipt)? If yes, was it added as an additional column?

 

Here's how to customize reports:

  1. Go to Reports.
  2. Choose Reports Center.
  3. Click Sales.
  4. Look for Sales by Item Summary report.
  5. Click the green arrow to run report.
  6. Click Customize  Report.
  7. Choose Filters tab.
  8. Add the specific column you want to add.
  9. Click Ok.

If you need further assistance with the steps above, I'd recommend contacting our Customer Care Team. A specialist will be able to access your account on a secured environment and further help help you via secured remote access session.

 

Here’s how you can reach them:

  1. Click the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. In the Have a Question window, click Contact us at the bottom portion of the screen.
  4. Click Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Search.
  7. Click on Start a Message.

Stay in touch with us here in the Community if your have other questions about generating and customizing sales reports in QuickBooks Desktop. I'm here to help.

R
rsteve06Author
February 22, 2019

By adding a filter with a Net Weight specified it will only let me see items that have that Net Weight. The Net Weight of each item is not displayed even in this custom report. I'd like a way to run the Sales by Item Summary Report and have the Net Weight of each item listed appear in its own column. This would let me export the report to Excel, and multiply the quantity sold times the net weight of each item to calculate weight sold.

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