Sales Report By Customer

Expertise Reporting
1

How do I create a sales report by customer?

2

Hey John,

Welcome to the Cetec ERP Community Forum!!

There are multiple sales reports that you can run by customer, the main one would typically be the ‘Sale Order List’ which you would filter by customer using the Customer field.

  • /order/list (sales order list you could filter via customer)

  • /invoice/list (invoice list that you could filter via customer)

These are some of our routinely used sales reports for customers - if this isn’t what you’re looking for could you provide some details around the type of sales reporting you’re wanting for your customers? I’ll be able to provide additional detail around a specific report that would function for you once I get those details.

Thanks!
Cetec ERP Support