Customer Product Group Sales Report (#227)
Customer Product Group Sales Report (#227)
To start this report select from the main menu Section|Reports... and click on Customers.
This report lists the sales made to your customers by product or supplier group with the ability to compare those sales against another period in time. The comparison may be by dollar value or units sold, and sorted by dollar value, unit quantity or greatest variance. You may also specify a maximum number of customers to include on the report to list top performs only.
The basic lay-out of this report is:
Customer A
Product Group 1 Sales Period 1 Sales Period 2
Product Group 2 Sales Period 1 Sales Period 2
Product Group 3 Sales Period 1 Sales Period 2
Customer B
Product Group 1 Sales Period 1 Sales Period 2
Product Group 2 Sales Period 1 Sales Period 2
Product Group 3 Sales Period 1 Sales Period 2
Options on this report include:
Start Date Period 1
Enter the start date of the first period to report on.
End Date Period 1
Enter the end date of the first period to report on.
Start Date Period 2
For comparative purposes, enter the start date of the second period to report on.
End Date Period 2
For comparative purposes, enter the end date of the second period to report on.
Account Code
Type in the account code, or click on 
to select from a list or leave blank to include all accounts on the report.
Account Category
Specify a customer account category if applicable.
Account Type
Specify the account type to report on. Options include regular, standard, all, internal (department), cash/credit card.
Include Maximum
Specify the maximum number of customers to include on the report. This can be useful for producing a top performer report by product group. For example, a list of your top 100 customers. If you wish to include all customers on the report enter a very large number here or zero.
Report Type
Specify the type of report to create from the list of options:
Units Sold
The report is based on the quantity/number of units sold.
Dollar Value
The report is based on the dollar value of sales in Australian dollars.
Sort By
Indicate how you wish the report to be sorted:
Sales Total
The report is sorted from highest sales to lowest sales.
Variance
The report is sorted from most significant variance to least significant variance.
Include Tax
By default, the tax portion of the transaction is not included as part of the sales total. Tick 
to include tax in the sales figures on the report.
Minimum Per Customer
You may specify the minimum dollar value or unit quantity total that must be reached in order for the customer to be included on the report. Otherwise, if left set at zero, customers are included regardless of their sale or units total. (Customers without any transactions within the date ranges specified, are still excluded, however.)
To
include non-zero sales enter .01 here.
Minimum Per Group
You may specify the minimum dollar value or unit quantity total that must be reached in order for the customer's group to be included on the report. Otherwise, if left set at zero, customer groups are included regardless of their sale or units total. (Customers without any transactions within the date ranges specified, are still excluded, however.)
To
include non-zero sales enter .01 here.
Selecting The Group Type
Options for Stock Item Group selection are:
Products
Shows total sales for all product items related to each customer.
Stock Group
Shows total sales broken down by individual stock group for all selected groups.
Supplier Group
Shows total sales broken down by individual supplier group for all selected groups.
Hints & Tips
Only selected groups are included on the report if you have selected stock or supplier grouping. Press the button or button on the Stock Item Grouping window to include or exclude groups.
The percentage % difference column is the proportion of the 2nd column relative to the first column. So if sales during the first period was $1845.00 and sales during the second period was $1445, then the percentage difference would be 78.3 or 78.3 percent of the 1st column's sales, a decline of 21.7% when comparing the two periods.
Variances are sorted by largest positive increase to largest negative decrease.
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