The Product by Customer report will only include the sales documents (Invoices and Credit Notes) entered in the Input - Documents menu option and which posted or updated to the ledger. If you are using the Point-of Sales facility, only the Point-of Sales Invoices for Shifts, which have been closed, will be included in this report.

This report is generated on the Product by Customer Options screen on which the following options criteria for the details to be included in this report is selected:

1. Sequence - To list the details for the selected stock items included in this report according to the Stock Item Code, Description or Stock Groups 1 or 2 if you have created Stock Groups.
   
   
2. Product - any available stock item or a range of stock items on the Stock Item search or lookup facility.
   
   
3. Dates - enter or select the date or dates (using the Date picker) for the detail you wish to include in this report.
   
   
4. Select whether to include detail or only a summary of the transactions.
   
   

This report summarises or lists all the Invoices, Point-of-Sales Invoices and Credit Notes issued for each stock item or product within a selected period or range of dates for each selected debtor or customer account. You will be able to analyse the stock quantities, total sales, and gross profit amount and gross profit percentages for stock items sold and returned on sales invoices and credit notes. An example of the Product by Customer report reflecting the details, is as follows:



This report consists of 8 columns reflecting the following information for each selected Stock Item:

1. Debtor Account Code or Number - The debtor accounts to which stock items were sold or who has returned the stock items will be listed according to the account code or account number as headings for the details or summary.
   
   
2. Debtor Account Description or Name - The name or description of the debtor or customer account.
   
   
3. Stock Code - The selected Stock Item Code.
   
   
4. Stock Description - The name or description for the selected Stock Items will be displayed.
   
   
5. Quantity - The quantities of the stock items as selected on each invoice.
   
   
6. Net Sales Amount - This is the total amount of the selected selling prices (selling price 1 /2 / 3) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.
   
   
7. Gross Profit - This is the difference between the Net Sales Amount and the Net Cost Amount for the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.
   
   
8. Gross Profit % - The percentage of the Gross Profit for the Invoice, Point-of-Sale Invoice or Credit Note.
   
   

These amounts or totals are exclusive of VAT. Totals will be displayed for each of the debtor or customer accounts to which the selected stock items were sold or from whom the returns were received. A grand total for the stock items included in this report will also be displayed.

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The Quantities, Net Sales Amount and Gross Profit Amount for Credit Notes are displayed in <> indicating a credit or negative figure. You may change this negative amount indicator to a minus sign (-) to prefix your amounts or set it to display a D (for Debit) or a C (for Credit) in the Setup - Preferences - Data Parameters menu option.