Sales By Customer

Go to Reports → Customer Reports → Sales By Customer

This report generates customer information and transaction activity such as the number of transactions the customer has run, the amount of refund transactions they have done, and the amount of coupons they have used.

Criteria Selections for Sales By Customer

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.

• End Date: Enter the ending date you want to include in the report

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

The "Sales By Customer" report includes the following fields:

• Customer: The name of the customer (Includes customer #) involved in the sales.
• Customer Number: A unique identification number assigned to the customer.
• Customer Name: The full name of the customer.
• Event: To view all event details, including the start and end dates, and location, ensuring full visibility of transaction data linked to specific events.
• Email: The customer's email address.
• Mobile: The customer's mobile or contact number.
• Groups: Any specific customer groups or segments the customer belongs to.
• Item: The name or description of the item sold.
• UPC: The Universal Product Code or barcode associated with the item.
• Units Sold: The quantity of units sold to the customer.
• Transactions: The number of individual transactions made by the customer.
• Total Sales: The total monetary value of sales made to the customer.
• Margin: The profit margin or percentage of profit earned from the sales.
• Discount Amount: The total amount of discount applied to the sales.
• Discount Code: The code or identifier associated with the discount applied.
• Department: The department to which the item belongs.
• Category: The category to which the item belongs.
• Subcategory: A more specific subcategory that further classifies the item.
• Supplier: The supplier or vendor from whom the item was sourced.
• Brand: The brand of the item.
• Color: The color of the item.
• Style: The style or design of the item.
• Size: The size or dimensions of the item.
• Season: The season associated with the item.

This report allows for analysis and insights into customer-specific sales data, including their purchasing behavior, preferences, and contribution to overall revenue.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, Register, Warehouse, or Event by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given a report.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only sales for a specific Event, Department, Item, etc. 

You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

1. Open a report.

2. Click Filters.

3. Select a Column

4. From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.

5. In the filter box, type any value that you want to filter by.

   If you want to filter Group by a value that is "Group 1", and/or "Group 2" then select the operator Contains Group 1 AND/OR Contains Group 2

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

Note: The "Supplier" field name has been changed to "Vendor."

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more