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User Guide Article

Sales By Customer

The Sales By Customer report provides a summary of sales made to each customer within a selected date range. It helps users review the number and value of sales, including sales amounts with tax.

Filters

  • Date Range: Select the required date range, such as Today, to filter the sales records.
  • From Date: Select the starting date for the report.
  • To Date: Select the ending date for the report.
  • Click the Search button to display the sales information based on the selected date range.

Sales By Customer List

The report displays customer-wise sales information with the following details:

  • SL.NO: Displays the serial number of the customer.
  • NAME: Displays the customer name.
  • SALES COUNT: Displays the total number of sales transactions for the customer.
  • SALES: Displays the total sales amount for the customer.
  • SALES WITH TAX: Displays the total sales amount including tax for the customer.
  • Total: Displays the overall total of the reported sales.

Export and Print Options

The report provides options to export or print the sales information:

  • Print: Prints the Sales By Customer report.
  • Excel: Exports the report in Excel format.
  • PDF: Exports the report in PDF format.