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Customers by Item Report

The Customer by Item Report option provides a 13-month perspective of:

All items sold are listed by item and by the customers that purchased those items, in item code sequence followed by customer sequence.

The report can be run as a comparison or variance report of the current period sales compared against the same period sales in the previous year. It can also be run as an annual report which lists total sales for the last twelve months based on the period selected.

All sales orders must be invoiced, posted to receivables, and costed in order to be included on the report.

Use the Item by Customer Report to see the same information by customer and items purchased.

Available Actions Using Printing

 

Customers by Items Report Fields
Report Date The date for the report.
Item Mask The item maskCollapsed for the report.
(B)ill To or (S)hip To

Enter B (B=bill-to customer address) to run the report based on the bill-to address or enter S (S=ship-to address) to run the report for the ship-to address.

Customer Mask

The customer maskCollapsed for the report.  
(A)nnual or (V)ariance Enter A (A=annual) to generate a report which will display 12 months of information for the items and customers selected. Select V (V=variance) to generate a report which will show the variance between the same month in the previous year and the current year.
Display

Select the display option:

  • Prod Dollars – Total product sales dollars
  • Gross Profit – Gross profit dollars
  • Gross Margin % – Gross profit percentage
  • Pounds – Pounds invoiced
  • Eaches – "Eaches" invoiced.

 

Security Required : Sales - Sales Reports

See Also