Hi,
Please could someone tell me the difference between what the Customer - Sales List and Customer/Item Sales reports are looking at?
When I run the reports I can see that there are differences in amounts, but I can’t figure out why they are different, or which one our sales team should be looking at to see how they’re doing!
Any help would be much appreciated.
Thank you
This report displays customer sales for a period. You use it to report to the customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.
The report is based on recorded sales (LCY) from customer ledger entries. At the bottom of the report, the total reported sales are shown in LCY. The total is based on the customers you have included in the report, that is the customers that are within the filters on the Customer tab and that have total sales greater than the amount specified in the Amounts (LCY) Greater Than field on the Options tab.
You can define what is included in the report by setting filters. You can add fields to the Customer tab by clicking the Field field, pressing F3 and then clicking the AssistButton that appears to the right. Fill in the fields as follows:
No.: Enter the numbers of the customers you want to include in the report.
Date Filter: Enter the relevant period (for example, 12/01/00…12/31/00).
Amounts (LCY) Greater Than: If you enter an amount in this field, the report will only include those customers to which you have sold more than this amount within the dates you have specified.
Hide Address Detail: Enter a check mark if you do not want the report to show address details for each customer.
This report shows a list of item sales for each customer during a selected time period. The report contains information on quantity, sales amount, profit and possible discounts. It can be used, for example, to analyze a company’s customer groups.
You can specify what is included in the report by setting filters. If you do not set any filters, the report will include all your records.
On the Customer and Value Entry tabs, you can fill in the standard field filters, or you can select additional filters. To do this, press F3, click the AssistButton and then select the relevant filter(s).
To print the report, click Print. To see the report on the screen before printing it, click Preview.
To set filters in the report, fill in the fields as follows:
No.: In the Filter field, you can enter the numbers of the customers that you want to include in the report.
Search Name: In the Filter field, you can enter the search names of the customers that you want to include in the report.
Customer Posting Group: In the Filter field, you can enter the customer posting groups that you want to include in the report.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters you have defined for the table.
To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort.
Item No.: In the Filter field, you can enter the numbers of the items that you want to include in the report.
Inventory Posting Group: In the Filter field, you can enter the inventory posting group that you want to include in the report.
Posting Date: In the Filter field, you can enter the posting dates of the item entries that you want to include in the report.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters you have defined for the table.
To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort.
New Page per Customer: You can click to insert a check mark in the check box if you want the item statistics of each individual customer to be printed on a separate page.
Print to Excel: Place a check mark in the check box if you want to export the data to an Excel spreadsheet for further analysis or formatting before printing.