{"id":13427,"date":"2025-02-28T04:52:39","date_gmt":"2025-02-28T04:52:39","guid":{"rendered":"https:\/\/jaldi.store\/?p=12591"},"modified":"2026-08-10T04:42:29","modified_gmt":"2026-08-10T04:42:29","slug":"how-to-view-customer-info-report-by-invoice-date-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-customer-info-report-by-invoice-date-in-adempiere-retail\/","title":{"rendered":"How to view Customer Info Report by Invoice Date in Adempiere Retail"},"content":{"rendered":"\n

A Customer Info Report by Invoice Date<\/strong> lists customer details along with their invoices, filtered and organised based on the invoice dates.<\/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><\/h3>\n\n\n\n
      \n
    • View Customer Transactions by Date<\/li>\n\n\n\n
    • Verify Customer Details<\/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 Accurate Customer Data<\/li>\n\n\n\n
      • Record Invoice Details<\/li>\n\n\n\n
      • Ensure Data Integrity<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Include Only Valid Invoices<\/li>\n\n\n\n
        • User Authorisation<\/li>\n\n\n\n
        • Export Integrity<\/li>\n<\/ul>\n\n\n\n

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

          STEP 1:<\/strong> To select a Customer Info Report – by Invoice Date.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CustomerInfoReportByInvoiceDate-1\"<\/figure>\n\n\n\n

          STEP 2:<\/strong> To enter a date range in this field is mandatory and then to click a start check box to run the process.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CustomerInfoReportByInvoiceDate-2\"<\/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-ADempiere-POS-CustomerInfoReportByInvoiceDate-3\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerInfoReportByInvoiceDate-4\"<\/figure>\n\n\n\n

          STEP 4: Customer<\/strong> – is an individual or organization that purchases goods or services from a business or company. Customers are typically the primary source of revenue for businesses, as they exchange money for products or services.<\/p>\n\n\n\n

          Customer type<\/strong> – refers to a categorization or classification of customers based on certain attributes or criteria. This helps businesses segment and understand their customer base more effectively.Retail customer,Wholesale customer etc..<\/p>\n\n\n\n

          Card number<\/strong> – typically refers to a unique identification number associated with a customer’s account or membership with a company or service provider. It is commonly used in various industries, such as banking, retail, loyalty programs, or subscription services, to help identify and manage customer information.<\/p>\n\n\n\n

          Mobile number<\/strong>– is a contact number provided by the customer, typically used for communication, updates, notifications, or verification purposes. This number is an essential part of customer service, marketing, and customer relationship management.<\/p>\n\n\n\n

          Join date<\/strong> – refers to the specific date when a customer first registered, signed up, or became a part of a particular service, membership, or program. It typically marks the beginning of the customer\u2019s relationship with the company or organization.<\/p>\n\n\n\n

          Last bill number<\/strong> – in a customer info report typically refers to the most recent invoice or billing reference number associated with a customer’s account. It helps track the latest transaction, providing a unique identifier for that particular bill.<\/p>\n\n\n\n

          Last purchase date<\/strong> – refers to the most recent date on which a particular customer made a purchase or transaction. This is typically a data point used to track customer activity and engagement over time.<\/p>\n\n\n\n

          Last Purchase Amount<\/strong> – in a customer information report refers to the monetary value of the most recent transaction made by the customer.<\/p>\n\n\n\n

          Total Bill Count<\/strong> – in a customer information report typically refers to the total number of bills or invoices generated for a particular customer within a specified period. It tracks how many transactions or billing events occurred for that customer.<\/p>\n\n\n\n

          Total Sold Value<\/strong> – typically refers to the total monetary value of the products or services that have been purchased by the customer over a specified period or during the entire duration of their relationship with the company.<\/p>\n","protected":false},"excerpt":{"rendered":"

          A Customer Info Report by Invoice Date lists customer details along with their invoices, filtered and organised based on the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,32],"tags":[],"class_list":["post-13427","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-jaldi-super-store"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13427","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=13427"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13427\/revisions"}],"predecessor-version":[{"id":24329,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13427\/revisions\/24329"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13427"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}