Customer Item Sales by Invoice

Create a list of Items Sales for a specific customer by Invoice. This report lists the invoice number, item information, quantity and extended price of the items sold. Considered Customer Appropriate since no item cost or margin is included.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customer Appropriate.

Grant permission to the individual report> Customer Appropriate > Customer Item Sales by Invoice.

Create your Report

In Customer Selection enter the Customer ID or select F12 to search.

Location Selection defaults to All Locations. Select One Location and enter the Site ID or select F12 to search.

Create a date range in the Date Selection section by selecting a Start and End date from the available calendar or enter dates using the mm/dd/yy date format.

Select-

• Item- Enter an Item ID or select F12 to Search.
• Category Range- Select one or multiple categories.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.