A best selling products report answers a question your sales people ask every day: of the hundreds of references in the catalogue, which ones actually sell? DoliPlus answers it twice — once as a ranking you read, once as a colour your team sees while typing a quote. DoliPlus is the enhanced cloud edition of Dolibarr.

1. Statistic 525 — Products/services by popularity: best sellers, over the period of your choice.
2. Popularity at selection time — a colour code on the products that sell best across your full sales history, shown as you pick a line in a quote or an order.

The ranking: statistic 525

Statistic 525 ranks your references over a period you set. You therefore see what carried the last quarter, not what carried the last five years — which is what you need before a season, a catalogue refresh or a purchasing decision.

The colour code: popularity where the decision is made

How it works

A report only helps the person who opens it. That is why the ranking also travels to the moment of the sale: when your colleague picks a product in a quote or an order, a colour code shows how popular that product is. Hovering over the colour spells the tier out.

Two calculation modes drive that colour:

1. A value you force, on the product or service record: this is how you promote favourites — a new range, a high-margin item, a product you need to clear — regardless of past sales.
2. A value DoliPlus computes from your invoices and your complete sales history.

Setting it up

1. Switch on feature PG75 in PDF and interface parameters: « Show best selling and popular products ».
2. Then adjust the values of the dictionary « Nomenclature of best selling and popular products ».

The first value (Val) is 0; the following ones set the tiers of the ranking. In other words, you decide yourself where « sells well » begins for your trade.

Import or bulk update

In the Excel sheet, fill the FAVORI column:

You can therefore set hundreds of products in one pass, instead of opening each record.

Your most quoted and best selling products, step by step

1. Menu Products Services › Products › « Statistics »: the ranking covers the current month; change the start date (1 January for the whole year), then « Run report ».
2. Products are ranked by the number of quote lines that mention them; click a reference to open that product’s statistics.
3. The « Ventes sur Factures » tab gives the same ranking based on your invoices. Compare the two: a product that is often quoted but rarely invoiced is hard to close.

Why follow your best sellers

Concentrating your commercial effort on the best sellers follows the Pareto principle: a minority of references generates most of the turnover. By spotting popular products at a glance, your teams steer the customer towards the items that are both the most profitable and the most available.

Read more

• Managing your products
• The product and service catalogue
• PDF and interface parameters

Related Entrées

• Product and service catalogue: items ready to sell, no re-keying
• Eco-contribution on invoices: billed and displayed automatically
• Build custom reports: your own analyses, no license, no install
• Ready-made business reports: your figures without a spreadsheet
• Unit of measure pricing: sell by weight, area or volume, no manual maths