Sales by Customer Report

Sales By Customer Report

Sales by Customer Report

The Sales by Customer report lists the numbers and amount of orders that have placed by various customers during a particular period. This report helps to analyze and manage company’s sales volume with the customers.

Sales by Customer Report in Accoxi

Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Sales by Customer report included in it. The report is used to determine what payment transactions occurred within a selected date range. This report displays the names of each sale transaction along with the details of Customer name, reference number, invoice date, amount details etc.

Sales By Customer

When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.

Click on the Sales head and select the option Sales by Customer.

By clicking on the Sales by customer option, the details will pop up on the screen.

Sales by Customer

Sales By Customer (1)

This report displays the names of each sale transaction along with the details of Customer name, reference number, invoice date, amount details etc. 

           Fields

                                       Description

Customize Report

User can filter the sales details report by using the option Customize Report. By clicking on the customize report, user can filter the report by customer, reference number or by date between.

If the user using Reference Number option, need to enter reference number of the sales invoice on the field. If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the sales details of the customers will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report on the basis of data entered.

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print.

User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the sales by customer report.                         

Reference Number

It shows the reference number of the sales invoice. Reference number helps the user to identify transactions in records and it will be the continuation of the previous invoice.

Invoice Date

Invoice date will be show on this field. It is the date when the invoice is created.

Customer  Name

This field shows the Customer name of the particular invoice.

Phone Number

It shows the phone number of the Customer.

Email

This column shows the Email id of the Customer.

Net Amount

Net amount on an invoice is the cost of products or services before sales tax or other fees. This column shows the net amount of the invoice.

Paid Amount

This field shows the details of amount paid. If any amount paid by the Customer, it will be show on the field.

Balance

This field shows the balance of payment amount that owed by the Customer.  

Menus Available in Print View

Sales By Customer Print View

When the user clicks on the print menu, it opens to Report page. It shows sales by customer report and it consist of various menus.

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.            

Page Setup

This menu helps the user to set the page size, page orientation and margin size.  By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.       

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.                        

Print

By clicking on the Print button, user gets the print out of the report.                             

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.                                                                                                          

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

 

Frequently Asked Questions?

01How to check Payment Details of my Customer?

  • Click on the Reports Module.
  • Select the report Sales by Customer from Sales head.
  • At the right hand side of the data table, customer payment details are included.
  • It shows details of net amount, paid amount and balance amount from the customer.

02How can I filter the Sales By Customer Report in ACCOXI?

  • Click on the Reports Module.
  • Select the report Sales by Customer from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by Customer, reference number or by date between. Select any one of the option to filter the report.
  • Click on Run Report to get the customize data.

03What type of details shown in the Sales by Customer Report?

The Sales by Customer report lists the count and amount of sales made by customers during a particular period. This report displays the names of each sale transaction along with the details of Customer name, reference number, invoice date, amount details etc.

04Can I export the Sales by customer data in to Excel format? How can I do it?

  • Click on the Reports module.
  • Select the report Sales by customer from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

05How can I take print out of the Sales by Customer report?

  • Click on the Reports Module.
  • Select the report Sales by Customer from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.