Sales Report by Customer (Products)
Last updated
Last updated
The Sales Report by Customer and Product serves as a powerful tool for monitoring and evaluating sales data, providing comprehensive information about customer purchasing patterns, product performance, and revenue generation. This report can analyze sales trends, identify top-performing products, and understand customer preferences.
Within this report, we will delve into the structure and content of the Sales Report by Customer and Product, highlighting its key features and functionality. By exploring the various sections of the report, users can gain insights into customer-specific sales, product sales volume, revenue generated, and other relevant sales metrics.
Step 1: Filtering options to customize the report's parameters.
Region: Specify the region for which the report should be generated.
Sale Order Ship Date Range: Select the starting and ending dates for the shipment of sales orders.
Customer Number: Enter the customer number for filtering the report data or leave it blank.
Report Format: Choose the preferred format for the report output, either PDF or Excel.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding bussiness management.
