Customer vs Brand Sales Report

Customer vs Brand Sales Report (ID: S106)

The Customer vs Brand Sales Report provides insights into sales performance by analyzing customer purchases across different brands. Users can filter data based on multiple parameters, view sales figures, and generate reports for analysis and decision-making.

Steps to View the Customer vs Brand Sales Report

1. Access the ERP System
   Log in to the TUHUND ERP system using your credentials.
2. Navigate to the Sales Module
   Click on the Sales module in the navigation bar.
3. Select Report Tool
   Locate the Reports section in the Sales module.
4. Choose Customer vs Brand Sales Report
   Select Customer vs Brand Sales from the list of available reports.
5. Set Report Parameters
   • Select Date Range: Choose the time period for the report.
   • Select Customer/Brand: Choose specific customers or brands from the SHOW option in the toolbar.
6. Customize Report Options
   Additional filters include:
   • Sales Orders: Filter by order status.
   • Limit to: Select the currency for displayed values.
   • Visibility: Toggle labels, values, percentages, and legends.
7. Export/Print the Report
   Export or print the report for documentation or sharing.

Filters Section

This section allows users to refine the report based on specific criteria.

• Show Dropdown:
  • All: Displays all data.
  • Products/Spares & Accessories: Filters products and accessories.
  • Products: Displays only product data.
  • Spares & Accessories: Shows data for spares and accessories.
  • Services: Includes data on service sales.
  • Others: Displays other relevant sales data.
• Commercial Invoices Dropdown:
  • Completed & Closed: Shows fully processed invoices.
  • Approved: Displays only approved invoices.
  • Exclude: Excludes specific invoices from the report.
• Sales Orders Dropdown:
  • Created: Includes all created sales orders.
  • Approved: Displays only approved orders.
  • Forwarded: Shows forwarded orders.
  • Delivered: Displays delivered orders.
  • Exclude: Excludes specific orders.
• Limit to Dropdown:
  • Select the currency: INR, USD, EUR, etc.
• Visibility Options:
  • Toggle labels, values, percentages, and legends.
• Period Selection Dropdown:
  • Select fiscal years and quarters.

Data Table

Purpose:

Displays customer-wise sales performance across different brands.

• Guru Business India contributes the highest sales with BROTHER (40%) and DELL (17%).
• Shoukath Ali And Co primarily purchases from MYSLEEPYHEAD, contributing 13%.
• Other brands like ARTOS, COMMISSION, and BINGO contribute moderate sales.
• Brands like H&H, ARROW, and KANSAI have minimal sales, indicating growth potential.