Easily identify your Sales by Customer.
Our software's Sales By Customer Report is designed to help you easily identify Customers that purchase frequently from you.
The report utilises the our software's Transaction Reporting System.
The standard Transaction Reporting Template used for Sales By Customer Reporting allows the end user to specify criteria including:
Once the criteria has been entered into the template, the next steps within the Sales By Customer Reporting allows the user to review the report details on screen in a consolidated format, allowing the user to decide whether or not they need to produce a printed report. The screen shot below shows the consolidation step where our system displays a summary screen at Address level. This gives the end user a quick reference as to the Customer's number of transactions and spend within the period reported upon..
At this point in the process the user can choose to export this information to Excel by simply right clicking on the grid.
The final step of the process allows the end user to either finish without printing or by simply ticking the check box, the standard 3ex.net Sales By Customer Report is produced on screen.
The report displays in an Address consolidated format with the facility to drill down into each Address to reveal the linked transactions. The standard report displays:
As with all standard reports, the data displayed on screen can then subsequently be exported to csv, pdf or excel formal by simply clicking the save icon and choosing the preferred format.
Should the standard layout not meet your requirements then a Change Request can be raised to create a bespoke layout for your company needs.