Sales - Sales By Customer



The Sales by Customer report shows the total sales for each customer for a specified time period.


Step     Action

  1.      Select {Reports} and then select {Sales By Customer} under the Sales

             section. A Generate Report modal window will open.



  2.      Complete the fields.


Field
Description
Sales Rep Type
Select Customer or Order from the drop-down.
This pulls information based on the sales rep set on the customer or on the order.
Sales Rep
Select a Sales Rep option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

 3.      Select {Generate}.


Note: You may need to confirm the file to be opened/saved before proceeding, depending on

your web browser. A .csv file will open or be saved to your computer. On PC/Mac the default file 

location is in your Downloads folder.


Report columns include:

  • Customer
  • Customer Number
  • Sales Rep
  • Subtotal
  • Shipping
  • Postage
  • Tax
  • Total