Track Sales Trends and Client Insights for Each Item
Every item in your catalog has a dedicated detail page showing its configuration, sales performance, stock movements, and linked vendors. Use these insights to understand which items drive revenue, identify your top clients for specific products, monitor inventory levels, and discover cross-sell opportunities.
Accessing the Item Detail Page
To view an item's details:
- 1 Go to Sales → Items from the main menu
- 2 Click on any item name in the list
The detail page displays the item's information along with performance metrics and quick actions.
Item Information
The top section shows the item's core details:
- Type badge indicating whether the item is a Product or Service
- Category showing which category the item belongs to (if assigned)
- Price showing the default rate and currency
- Stock showing the current stock count (only visible when inventory tracking is enabled)
- Reorder Point showing the level at which you should restock
- Reorder Quantity showing the suggested amount to reorder
- Description with any additional details you have added
Quick Actions
The Quick Actions panel provides shortcuts to manage the item:
- Edit Item opens the item form where you can update any field
- Remove Item deletes the item from your catalog (if not used in any documents)
Sales Summary
The Sales section displays key metrics for this item. Use the dropdown filter to view data for different time periods, such as This Year or previous years.
- Total shows the total revenue generated by this item
- Units Sold shows how many times this item has been invoiced
- Average shows the average price per unit sold
These figures are calculated from all invoices containing this item within the selected period.
Sales Trend
The Sales Trend graph shows how the item's sales have changed over time. Each point represents a month, allowing you to spot seasonal patterns, growth trends, or periods of decline.
Hover over data points to see exact values for each month.
Top Clients
The Top Clients section reveals which customers purchase this item most frequently. Use the time filter to adjust the period analyzed.
The table displays:
- Client Name identifying the customer
- Units Sold showing how many times they purchased this item
- Average showing their average price per unit
- Total showing the total revenue from this client for this item
This insight helps you identify key accounts for specific products or services and spot opportunities for repeat business.
If there is not enough data yet, the section displays "Not enough data collected."
Often Sold With
The Often Sold With section shows which other items frequently appear on the same invoices as this item. Officaid detects these patterns automatically based on your invoicing history.
Use this insight to:
- Identify natural product bundles
- Discover cross-sell opportunities when quoting
- Understand how clients combine your offerings
Like Top Clients, this section requires sufficient invoicing data to display results.
Stock Movements
If inventory tracking is enabled for this item, the Stock Movements section displays a complete history of every stock change. Each entry shows:
- Date when the movement occurred
- Type indicating whether it was a Stock In (adding inventory) or Stock Out (removing inventory)
- Quantity showing how many units were added or deducted
- After showing the resulting stock level after the movement
- Note providing context, such as the invoice number that triggered an automatic deduction
When you create an invoice containing this item, Officaid automatically records a Stock Out entry with the invoice number in the note field. This creates a clear audit trail linking every stock change back to a specific transaction.
You can also add stock movements manually by clicking + Add Stock Movement to record received inventory or adjustments. See Managing Stock Movements for details.
Linked Vendors
The Linked Vendors section shows which suppliers are associated with this item. Each linked vendor displays:
- Vendor Name identifying the supplier
- Preferred badge indicating your primary supplier for this item
- Cost Price showing the purchase cost from that vendor
Linking vendors to items helps you track where you source products from and at what cost. This is useful when it is time to reorder stock. See Linking Vendors to Items for a step-by-step guide.
Frequently Asked Questions
The Sales total only counts invoiced amounts, not quotations. An item must appear on a finalized invoice to contribute to sales figures.
Currently, item performance data is viewable on the detail page. For broader sales reports, see Understanding Financial Reports.
Officaid analyzes your invoicing patterns automatically. The data updates as you create new invoices containing this item.
Stock Movements only appear for items that have inventory tracking enabled. Edit the item and toggle Track Inventory on to start tracking stock.
Yes. You can link as many vendors as needed and mark one as the preferred vendor for easy reference when reordering.
What's Next?
Now that you understand item performance insights, explore these related guides:
- Managing Stock Movements to add, edit, and track inventory changes
- Linking Vendors to Items to associate suppliers and cost prices
- Editing and Removing Items to update or delete items from your catalog
- Managing Item Categories to organize items for easier analysis