Track your sales by each customer

The Sales Report from Each Customer helps you identify the most loyal customers to your business and know the total sales and profits achieved from each customer, whether in one of your branches or your online store connected with Rewaa (Salla, Zid).

#Accessing the Report

1. Go to Reports > Sales > Sales Report from Each Customer.

2. Click on the report to view the details.

#Searching the Report

• Type the customer's name or phone number in the designated search field.

#Filtering Search Results

1. Click on "Filter."

2. You can filter the results by:

   • Date (from–to).

   • Customer's name.

   • Customer's mobile number.

   • Location.

3. Click on "Apply."

#Setting the Time

1. Click on the time field.

2. Select the desired time frame:

• 24 hours (default setting).

• Choose a custom period (temporary or fixed).

To choose a temporary period:

• Click on "Edit Temporary Period."

• Set the start and end time.

• Click on "Apply."

To add a fixed period:

• Click on "Set Fixed Period."

• Add the period name.

• Set the period hours.

• Click on "Apply."

#Sorting the Data

1. Click on the "View by" field.

2. Choose the appropriate order for displaying the data in the report.

#Report Sections

• Summary: Displays total sales and profit for all customers.

• Details: Displays all transactions for each customer according to the specified filter.

ℹ️ Summary and detail data are calculated based on the specified date, time, and filter criteria.

#Report Data

Customer Name

The name assigned to the invoice.

Customer Phone Number

Based on the number registered in the customer's data.

Location

The branch where the customer made the purchase.

Sales

Total completed sales for the customer excluding tax, minus returns and discounts.

Cost of Goods Sold

The total cost of the products sold to the customer minus the total cost of returned products.

Profit Value

Customer's sales excluding tax minus the cost of goods sold.

Sales Including Tax

Total completed sales for the customer minus returns and discounts.

Quantity Sold

Total quantity of products purchased by the customer, excluding returns.

Quantity Returned

Total quantity returned by the customer.

ℹ️ The table contains several columns. Use the scroll bar below the table to see all columns.

#Exporting the Report

1. Click on "Export."

   • To export the report details: Choose (xlsx).

   • To export the report summary only: Choose (summary xlsx).

2. An Excel file is downloaded to your device.

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#Frequently Asked Questions

1. Why do some customer names repeat in the report? Repeating names mean the customer has purchased from more than one branch. You can find out the branches through the designated column.

2. Can I know the customer's invoices from this report? This report only shows total sales and profits. To know the invoices, go to Sales and Customers > Customers > Search for the customer's name > Click on the customer icon > Customer invoices. All their invoices will appear.

3. Can I find out a specific customer's sales for a whole year?

   Yes, click on Filter > Set the time period > Enter the customer's name > Click on Apply.