Customer Sales History

Shows quantity sold, revenue, cost, gross margin and gross margin % by customer for each period selected.

To view Activity for all options, begin by selecting Financial periods in the Beginning and Ending fields.

 

Remove the default of “All Customers” and enter a Customer ID for individual Results.

 

Click Show Results

Customer Sales History - Shows quantity sold, revenue, cost, gross margin and gross margin % by customer for each period selected.

  • Cust ID- Customer ID number
  • Customer Name - Name of the Customer
  • Period- The Period the transaction occurred
  • Quantity - Quantity purchased by the customer
  • Revenue - Total Revenue for the sale
  • Cost- Total Cost for the Period.
  • Gross Margin - Revenue minus Cost
  • Gross Margin % - Gross Margin Percentage
  • Totals - Totals for the Qu