Customer Sales Report (#208)
This report lists summarised totals for customer sales, costs and profits between two specified dates.
Account Code
Enter an account code here to limit the report to a particular customer account or click on 
to view the list of available accounts.
Category
Enter the customer category here to limit the report to a particular customer category.
Include Sales Above
Enter an amount here if you only want to consider sales transactions equal to or above this figure. Leave blank/set to zero, to have no upper limit.
This refers to the value of individual sales and whether to add them to the report total--not to the total
value of sales for the period.
Include Sales Below
Enter an amount here if you only want to include sale transactions below this amount. Leave blank/set to zero, to have no lower limit.
This refers to the value of individual sales per transaction and whether to add them to the report total--not
to the total value of sales for each customer for the whole period.
Sort By
Select from the drop down list. Options include:
Account name
Select this option to have the sales report sorted by the customer name.
Total sales
Select this option to have the report sorted by total sales--from highest to lowest.
Profit
Select this option to have the report sorted by gross profit on sales--from highest to lowest.
Account Type
Enter the account type. The default is 'regular' which includes standard and cash type accounts.
Calculate On Mark-up
Select to sort the report by the customer profit mark-up (as a percentage) and display the mark-up on the report.
Calculate On Margin
Select to sort the report by the customer profit margin (as a percentage) and display the margin on the report.
Include Tax
By default, the tax portion of the sales item is not included as part of the sales or cost total. Tick
to include tax (and excise and duties if applicable) in the sales and cost figures on the report.
Transaction Selection
You may wish to exclude certain transaction types from consideration depending on how your business operates.
Likely candidates for exclusion might include transfers and adjustments. Tick
the transaction types you wish to include on the report.
Hints & Tips
Costs on this report represent stock costs plus other costs such as freight.
If tax is to be included on the report, tax is treated as being part of the cost.
For cash accounts, the expected income from lay-bys and cash orders are not projected onto this report.
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