Users can monitor the Item with customer breakdown to control the sales statistic of each customer by using report "Inventory Customer Sales".
Follow below steps to use the report:
1, Search "Inventory Customer Sales"
2, Fill the report options:
(1) Item Info. If no specific item to monitor but all, ignore this category.
(2) Posting Date of the Item Ledger Entry that about Sales.
E.g. Users can select 1/1/2023..31/12/2023 if they would like to see the sales of Sales Invoice posted between year 2023.
3, Select "Preview & Close" or "Pring" (to directly print)
Customer with zero amount: Posted Sales Shipment / Sales Return Shipment but not invoiced yet.
Customer with amount: Posted Sales invoice for this customers.
Customer with negative amount: Posted Sales Credit Memo for this customers.
*Profit is calculated for the item cost - price compared.
**Users can also look at the field of "Total Sales - Fiscal Year" if they would like to look after a specific customer without generating the report, but this would be for the current fiscal year only.
