Customer Purchase History by Products Report (#215)

To start this report select from the main menu Section|Reports... and click on Customers.

Lists the purchases made by your customers by product. This report has several potential uses, one of which is to produce, for example, the 100 or so most profitable stock items your company handles.

The basic lay-out of this report is:

Product Code 1 - Description

Customer A Sales Figures

Customer B

Customer C

Product Code 2 - Description

Customer C Sales Figures

Customer D

Product Code 3 - Description

Options on the customer report include:

Account Code

Type the account code, or click on to select from the list or leave blank to include all accounts on report.

Category

Specify a customer account category if applicable.

Sort By

Options are account code or account name.

Account Type

Specify the account type to report on. Options include regular, standard, all, internal (department), cash/credit card.

Product Code

In order to report on the performance of one product only, specify it here. If this option is left blank CAPITAL will prompt you to sort product sales by product code, stock or supplier group.

Sort By

Select from the drop down list, the following options:

Product

Will print report sorted by product code or stock group/product code sequence.

Sales total

Will print report sorted by greatest number of total sales.

Best mark-up

Will print report sorted by best mark-up.

Best margin

Will print report sorted by best margin.

Total units
Will print report sorted by total units sold.

Show Budgets

If selected, this will instruct the report to include the sales budget, actual performance, and percentage target performance on the report. Only products that have been specified product budgets via Stock Control, will display this information. As the budget is entered as a yearly total, CAPITAL automatically scales the budget to reflect the total budget/actual as a proportion of the report's specified date range.

If a product has a budget and this option is selected, CAPITAL will display that product on the report, even if there have been no sales for the specified period. In this case, the target budget met will be zero percent.

Include Tax

By default, the tax portion of the transaction is included as part of the sales total. Untick to exclude tax from the sales figures on the report. The gross margin will also be based on the tax free cost if this option is selected

Hints & Tips

• Margin and mark-up sorting will result in the same sort sequence.

• If the option to sort by sales, mark-up, margin or units is selected, the sorting takes place on the individual sales of particular products, not on the sales of a particular product code "as a group". The practical upshot of this is that the same product code may appear in more than one place on the report if price changes have occurred or if you sell at different prices for different customers. To guarantee all products are grouped together you must sort the report by product.

• Because of report size limitations, the appearance of the report will change if two date ranges are specified for comparison. Print the report without a comparison date range specified to see the difference.