Sales By Customer Report

Sales By Customer Report

The Sales By Customer report lists transaction details grouped by customer (displaying the customer name and customer number) for the selected date range, allowing you to see the specific details of customer purchases and payments. You can narrow this down by a customer number range or customer categories and interests.
NotesThe Sales By Customer report does not list the customer's phone number or email address.

Generating the Report

  1. From the Main Screen of Retailer, click on Reports, then Sales Report, followed by Sales By Customer
  2. Choose the date range you wish to run the report for.
  3. Under Summary Details, choose between:
    1. Summarise Sales - Show a summarised report of the transactions (shows transaction ID, Staff, Time, Date and Amount)
    2. Show Details of Sales - Show a detailed report which shows all the summarised information and the individual stock item details
      1. With Show Details of Sales selected, the Show Serial Numbers tickbox becomes available. When ticked, Serial Numbers for individual stock items will show on the report
  4. Under Transaction Types, select the types of transactions to include in the report. Select from:
    1. Cash Sales (Normal Sales in POS)
    2. Invoice Sales
    3. Duty Free/Tax Free Sales
    4. Layby Sales
    5. Payments
    6. Balance Adjustments
  5. Under Discounted Sales, choose between Show All Sales, Discounted Sales Only or Non Discounted Sales Only
  6. Under Select Customers, choose between:
    1. All Customers
    2. Customer Range. Set From and To to include all customers with Customer Numbers between these two values. Can set From and To as same number to report on a single customer
  7. Customer Categories and Customer Interests - This option allows you to choose the customer categories and/or the customer interests to show on the report.
  8. Customer Tags - Allows you to only show customers with specific tags. Choose the tag from the drop-down box and click the '+' to add the tag requirement.
  9. Click Preview or Print.

Reading the Report

The columns on the report are described below:
  1. Sale Stamp - Unique sale number identifying the transaction.
  2. Staff - Staff initials of person performing transaction.
  3. Sale Date - Date of transaction.
  4. Sale Time - Time of transaction.
  5. Transaction Type - Type of transaction (e.g. invoice sale, payment)
  6. Discount - Contains amount of discount in sale.
  7. Sale Amount - Total amount of transaction.

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
  1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
  2. Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button to choose your save destination. Click OK to save the file.

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