Customer Product Report

The Customer Product Report displays which products a specific customer has purchased in the selected period. This evaluation is possible only for transactions of customers that have been added to the system. 

The Customer Product Report is found in the Evaluations tab. If it does not appear there, click here to learn how to customize the section.

You will need to Filter this report by Customer, and Date range. Once you make the desired selections click Update to refresh your results.

Products are sorted according to Quantity, Gross Sales (including taxes), Net Sales (excluding taxes) and Marginal Income (net income must be defined in the product itself such as taxes, product cost, and other expenses).

Clicking on one of the highlighted Product Names will prompt these additional menu options, Edit Product, Discount Reasons, Product per Weekday, Receipts, Stock History, and Stock Return Rates.

Finally, you may export this report via PDF or Excel simply by selecting one of the options from the top of the screen.