Load Report

The Legion Load Report module provides sales managers and inventory teams with instant access to Best Selling and Least Selling product reports through a simple wizard interface requiring only date range selection and a single checkbox to choose report type, generating professional PDF documents showing products ranked by quantity sold with order numbers and totals.

Key Features:

• Best & Least Selling Analysis: Generates dedicated PDF reports showing products ranked by total quantity sold in descending order (best sellers) or ascending order (slow movers), with customizable date ranges for analyzing monthly, quarterly, or custom period performance
• Date Range Filtering: Allows users to specify exact From and To dates for analysis, enabling accurate comparison of product performance across specific promotional periods, seasons, or fiscal quarters without hardcoded date restrictions
• Sales Order Integration: Pulls data directly from confirmed sales orders (state='sale') with SQL queries that aggregate quantities across all order lines, ensuring accurate counts that reflect actual sold products rather than quotes or draft orders
• Product Performance Ranking: Displays products in order of quantity sold with serial numbers, product names, total quantities, and associated order numbers, making it easy to identify top performers for restocking or underperformers for clearance sales
• Professional PDF Output: Produces clean, printable PDF reports with company letterhead, date range headers, and formatted tables suitable for management presentations, inventory planning meetings, or supplier negotiations about high-demand items
• Quick Access Wizard: Adds a "Sales Report" menu item directly under Sales → Reporting with a simple wizard interface requiring just two date selections and one checkbox click, eliminating the need for complex filter configurations or technical report building knowledge.