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Report Code Report Name Step By Step Guide Description / Usage / Benefits
CI-01 Sales Report By Customer
Code
Property 1. Set Branch or All Branches.
2. Enter Date Range - To and From.
3. Customer
Code
Property Range -
Customer Code
can be obtained from Customer Listing. Or leave it blank to view all Customer Codes.In this report, 
Customer Code means the Property 1-5 in 
Customer Property will be displayed based on the details keyed in at the Customer Maintenance > Create Customer Account. Basically, this report categorizes customers based on
the Geographical Area entered
the Customer Property entered when creating the Customer Account. It summarizes the Sales, Sales Return and CM into one lump sum for each area.
CI-02  Sales
Summary
Report By Customer (Summary)1. Set Branch or All Branches.
2. Enter Date Range - To and From.
3. Click 'Generate Report Now'.
Almost similar to Sales Report by Customer Code, except that it lists down ALL the customers individually
This report is displays the Sales Summary based on individual Customers. This report is
useful for
focuses on checking
how regular
the
customer is to your business. The higher the Net Sales, the more loyal the customer is
"return customer". Apart from the value of sales and sales return, this report also shows the Count - number of invoices and sales.
  • Invoice - Sales Return = Net Sales
  • Sales - Cost = Gross Profit (GP)

CI-03












 Detailed

Sales

Transaction Records

By

by Customer











 Check out Detailed Transaction Records.

This report allow users to generate the detailed transactions for specific customers. With this report, users will be able to see exactly how much gross profit has been generated from each customer from the transaction history. Primarily, it includes Invoice, Sales Return and Credit Memo. 


  • Filters :
    • Salesman - Choose a salesman name to view only his / her customer records.
    • Customer From / To - To view customers from one PKID to another, like a customer code range.
    • Display Format - Default, Group by Salesman (Details), Group by Salesman (Summary 1), Group by Salesman (Summary 2). Each of these formats differentiates between the columns and how it's displayed.
This report allow users to generate the detailed transactions for specific customers (select Customer code by range). With this report, users will be able to see exactly the gross profit that has been generated from each customer from the transaction history. This report is grouped by Documents; Invoice, Sales Return and Credit Memo. 
  • Columns :
    • Standard Price - List Price in Add Item.
    • Discount
    • GP% = GP / Standard Price x 100%
CI-04Sales Report by Customer Code
  • Select Branch or All Branches.
  • Enter Date Range - To and From.
  • Select Customer Code Range - Customer Code can be obtained from Customer Listing. Or leave it blank to view all Customer Codes.
  • Click Generate Report Now 


In this report, Customer Code refers to the Account Code keyed in my the user in Create Customer Account. If there is no Account Code keyed in initially for the Customer, system will auto-generate the Account code. This report sums up the Sales, Sales Return and CM for each Account Code (Customer Code).


CI-05Sales Summary Report by Daily, Weekly, Monthly by Customer Code
  • Select Branch - To select branch for the company. 
  • Enter Date Range - Filter by Day, Week, Month
  • Choose Group by - Branch or combined (when selecting multiple branches)
  • Click Generate Report Now 

This report is similar to CI-04 with the addition of Date filter, whereby user can select the date filter to be viewed in Days, Weeks or Months. 

The report shows the cumulative amount for each customer and grouped by branches. The breakdown by each day/ week/ month, will be totaled up and displayed on the first half of the report. 

CI-06 Sales Summary Report by Daily, Weekly, Monthly by Customer by Item Code
  • Select Branch - To select branch for the company. 
  • Enter Date Range - Filter by Day, Week, Month
  • Key in Item at Fuzzy Search, Item Code or select specific Item Category
This report is similar to CI-05 with the addition of Item filter, whereby user will be able to view the report with the list of Item Code which is grouped by Customer Code and Customer Name. 


Expand
titleCI-01 Sales Report by Customer Property

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  • Select Branch or All Branches
  • Enter Date Range From and To 
  • Key in Customer Property From and To (or leave it blank)
  • Select Customer TypeType (or leave it blank)

Notes: Customer type is set in Configure Drop Down List for Create Customer Account, as it can be anything or anyhow you want to categorize your customer base. Examples :

  • Nature of business (for distributors)
  • Demographic group - by age / gender / race
  • Social preference

...

Expand
titleCI-03 Detailed Transaction Records by Customer

  • Select Customer From and Customer To
  • Select Customer Type
  • Select Branch 
  • Enter Date Range From and To
  • Select Saleman 
  • Key in Item Code From and To
  • Choose Item Status
  • Select Types
  • Tick Option:                  
  •  Show JobSheet
  •  Show Sales Order
  •  Show Service Notes
  •  Show Ship To 
  •  Show Bill To
  •  Show Customer Contact
  • Select Quantity Display options
  • Select Calculated Base On 
  • Click Generate Report Now


Note: 

This report is a heavy intensity report, therefore it is recommended to generate small range of data, if you wish to generate for all customer please generate in off peak hours to avoid server to hang. 


Expand
titleCI-04 Sales Report by Customer Code


In this report, Customer Code means the Property 1-5 in Create Customer Account. Basically, this report categorizes customers based on the Geographical Area entered when creating the Customer Account. It summarizes the Sales, Sales Return and CM into one lump sum for each area.

  • Select Branch or All Branches.
  • Enter Date Range - To and From.
  • Select Customer Code Range - Customer Code can be obtained from Customer Listing. Or leave it blank to view all Customer Codes.
  • Click Generate Report Now 

...

Expand
titleCI-05 Sales Summary Report by Daily, Weekly, Monthly by Customer Code

This report is similar to CI-04 with the addition with Sales Quantity, and it will also give the breakdown of by months alongside the total.  This report will help you have a detail breakdown on the sales of the company by customer and plot trends. 

  • Select Branch - To select branch for the company you want. 
  • Enter Date Range - Can filter by Day, Week, Month
  • Choose Group by - Branch or combined (when selecting multiple branches)
  • Click Generate Report Now 

The report below showing the cummulative cumulative and then the breakdown by each month, each month combined will be the total value in the first half of the report. 


Expand
titleCI-06 Sales Summary Report by Daily, Weekly, Monthly by Customer by Item Code

This report is similar to CI-05 with the addition of Item filter, whereby user will be able to view the report with the list of Item Code which is grouped by Customer Code and Customer Name. 

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