Customer Sales Report

Customer

Filter to a specific customer (lookup). When set, only sales to this customer appear. The item lookup is also scoped to the selected store. Changing the store clears the customer if the customer belongs to a different store.

Address

Free-text address search. Matches against the customer address stored on the invoice or return. Supports multiple words — each word is matched independently (all words must appear). Case-insensitive.

Customer Unit

Filter by customer unit (for multi-unit customer accounts, e.g. franchise locations). Selecting a unit before a customer auto-fills the customer from the unit's parent.

Department

Filter by merchandise department. Shows only items whose subdepartment belongs to this department.

Subdepartment

Filter by subdepartment (a finer grouping within a department).

Customer Group

Filter by customer group membership. Only transactions where the customer belongs to the selected group are included.

Matrix

Filter by item matrix (style/model grouping). Feature-gated: hidden when the Matrix feature is disabled.

Color

Filter by item color within a matrix. Feature-gated: hidden when the Matrix feature is disabled.

Store

Filter to a specific store. Defaults to the current store. Leave blank for all stores.

E-Invoice Status

Filter by electronic invoice certification status: All Statuses, General, Pending, Certified, or Failed. Feature-gated: hidden when neither B2B nor Government e-invoicing is enabled.

Brand

Filter by item brand. Feature-gated: hidden when the Brand feature is disabled.

Vendor

Filter by the vendor who supplies the item (via item cost records). Shows all sales of items supplied by this vendor. Feature-gated: hidden when Purchasing is disabled.

Item

Filter to a specific item (lookup). The item lookup is scoped to "sold only" items. When an item is selected, the Size dropdown is populated with the item's available sizes.

Description

Free-text description search. Matches against the line-item description (or the item master description if blank). Supports multiple words — each word is matched independently. Case-insensitive.

Serial

Filter by serial number. Matches items tracked with the selected serial number on invoices. Feature-gated: hidden when Serial Number tracking is disabled.

Range

Quick date range selector with presets: Today, Yesterday, This Week, This Month, This Year, Last 30 Days, Last 365 Days, etc. Selecting a range auto-fills the From and To dates.

From / To

Explicit date range. A From date is required unless a specific Customer or Item is selected. This prevents accidentally loading the entire transaction history.

Size

Filter by item size. Populated when a specific item is selected. Shows "All Sizes" by default.

Discounted Price

Checkbox (checked by default). When checked, the Price column shows the discounted sale price (the final price the customer paid after line discounts). When unchecked, shows the original extended price before line discounts were applied.

Show Returns

Checkbox (checked by default). When checked, customer returns (credit notes) are included alongside invoices. When unchecked, only invoices are shown. Return quantities appear as negative values.

These filters are only visible for Mexico (MX) locale installations where CFDI compliance requires UNSPSC product codes.

Segment

Top-level product classification (2-digit code). Selecting a segment populates the Family dropdown with child categories. Only segments actually assigned to items in inventory are listed.

Family

Second-level classification (4-digit code). Enabled after selecting a Segment. Selecting a family populates the Class dropdown.

Intl. Product Class

Third-level classification (6-digit code). Enabled after selecting a Family. Selecting a class scopes the Product Code lookup below.

Intl. Product Code

Specific UNSPSC product code (8-digit). Direct lookup, or filtered by the selected Class. Matches items assigned to this exact product code.

The hierarchy is cascading: Segment → Family → Class → Code. Changing a parent resets all child selections.

Each row is one line item from an invoice or return. Click any column header to sort. Use Columns... to show/hide columns.

Available Columns

Total Quantity

Sum of the Quantity column across all visible rows. Returns are subtracted (negative quantities).

Total Price

Sum of the Price column across all visible rows. Gives the net revenue for the filtered result set.

Refresh

Reloads data from the database using all current filter values. You must click Refresh after changing any filter to update the results.

Print

Generates a printable report from the current results. The report includes all visible columns and rows, plus a header listing all active filter criteria (customer, dates, department, item, etc.).

Columns...

Opens the column configuration dialog. Choose which columns to display and their order. Your column selection is saved per-screen and restored on next open. Use this to hide columns you don't need or to add columns like Discount Amt, Brand, or Vendor.

Close

Closes the report window.

From date required: A From date is mandatory unless you have specified a Customer or an Item. This prevents accidentally querying the entire transaction history, which could be extremely slow on large databases. Set a date range, or select a specific customer/item first.

What did we sell this month?
1. Set Range to "This Month". Click Refresh.
2. Sort by Price (descending) to see top revenue items.
3. Use Columns... to add Department and Subdepartment for category breakdown.

Customer purchase history:
1. Select the Customer. Set Range to "Last 365 Days".
2. Click Refresh. All purchases and returns for this customer appear.
3. Double-click any row to open the original invoice.

Find all sales of a specific item:
1. Select the Item. Leave dates blank (no From required when an item is selected).
2. Click Refresh. Every sale of this item across all dates appears.
3. Check Total Quantity for lifetime units sold.

Vendor sales analysis:
1. Select a Vendor. Set date range.
2. Click Refresh. All items supplied by this vendor that were sold appear.
3. Print the report for vendor performance review.

Track a serial number:
1. Enter or select the Serial number.
2. Click Refresh. The invoice containing this serial number appears.
3. Double-click to view the full invoice with customer details.