{"id":13369,"date":"2025-02-28T04:52:40","date_gmt":"2025-02-28T04:52:40","guid":{"rendered":"https:\/\/jaldi.store\/?p=12503"},"modified":"2026-08-06T11:23:48","modified_gmt":"2026-08-06T11:23:48","slug":"how-to-view-customer-wise-sales-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-customer-wise-sales-report-in-adempiere-retail\/","title":{"rendered":"How to view Customer Wise Sales Report in Adempiere Retail"},"content":{"rendered":"\n

A Customer Wise Sales Report<\/strong> shows the total sales made to each customer over a selected period, listing customer names along with their purchase amounts, quantities, and sales details.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Back Office<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h2>\n\n\n\n
      \n
    • Analyse Customer Purchases<\/li>\n\n\n\n
    • Identify Top Customers<\/li>\n\n\n\n
    • Monitor Credit or Payment Status<\/li>\n\n\n\n
    • Export and Share<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Maintain Customer Master Data<\/li>\n\n\n\n
      • Accurate Sales Recording<\/li>\n\n\n\n
      • Reporting Period<\/li>\n\n\n\n
      • Update Customer Status<\/li>\n\n\n\n
      • User Access Control<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Include Only Valid Sales<\/li>\n\n\n\n
        • Date Range Filtering<\/li>\n\n\n\n
        • Unique Customer Identification<\/li>\n\n\n\n
        • User Authorization<\/li>\n\n\n\n
        • Export Data Integrity<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> To select a Customer Wise Sales Report.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 2:<\/strong> To enter a Date and to enter a Customer in this fields are mandatory.Then to click the start check box to run the process. <\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 3:<\/strong> Once to complete the process to show the report based on the given data. <\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 4:<\/strong> Bill date<\/strong> – is the date on which a bill or invoice is issued to a customer or client. It is essentially the official date that the billing cycle starts and is typically used to track when payment is due or when a service was provided.<\/p>\n\n\n\n

          Bill number<\/strong> – (often abbreviated as bill no<\/strong>) is a unique identifier assigned to a specific bill or invoice. It helps both the issuer and the recipient track and reference individual transactions, especially when managing multiple bills or invoices.<\/p>\n\n\n\n

          Customer name<\/strong> – refers to the name of an individual or business that is purchasing goods or services from a company or organization.<\/p>\n\n\n\n

          Sales amount<\/strong> – refers to the total value of the goods or services sold in a transaction, typically expressed in monetary terms. It represents the revenue a business generates from a sale before any deductions (like discounts, taxes, or returns) are applied.<\/p>\n\n\n\n

          Running total <\/strong>– is a continuously updated sum or cumulative total that is calculated by adding each new number to the sum of all previous numbers in a series. It’s often used in financial reporting, budgeting, and data analysis to keep track of a total as it evolves over time.<\/p>\n","protected":false},"excerpt":{"rendered":"

          A Customer Wise Sales Report shows the total sales made to each customer over a selected period, listing customer names […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,31],"tags":[],"class_list":["post-13369","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13369"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13369\/revisions"}],"predecessor-version":[{"id":23471,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13369\/revisions\/23471"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}