Customer vs Product Type Sales Report (ID: S107)
The Customer vs Product Type Sales Report provides insights into the sales performance of different customers categorized by product types. Users can filter data based on multiple parameters, view sales figures, and visualize the data through charts. This report aids in analyzing customer purchasing trends and product demand.
Steps to View the Customer vs Product Type Sales Report
- Access the ERP System
Log in to the TUHUND ERP system using your credentials. - Navigate to the Sales Module
Click on the Sales module in the navigation bar. - Select Report Tool
Locate the Reports section within the Sales module. - Choose Customer vs Product Type Sales Report
Select Customer vs Product Type Sales from the list of available reports. - Set Report Parameters
- Select Date Range: Choose the time period for the report.
- Select Customer/Product Type: Choose specific customers or product types from the SHOW option in the toolbar.
- 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.
- 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 performance metrics for different customers categorized by product types.
|
Customer |
Products (INR) |
Spares & Accessories (INR) |
Services (INR) |
Virtual Products (INR) |
Miscellaneous (INR) |
Total (INR) |
Recovery (INR) |
|---|---|---|---|---|---|---|---|
|
A S Computers (A S) |
27,02,516.75 |
14,58,307.85 |
0.00 |
0.00 |
0.00 |
41,60,824.60 |
10,46,682.00 |
|
7 Screen Studios (SP) |
0.00 |
209.17 |
0.00 |
0.00 |
0.00 |
209.17 |
10,01,211.00 |
|
ABC And Co |
0.00 |
1,633.00 |
0.00 |
0.00 |
0.00 |
1,633.00 |
0.00 |
|
ABC Companies |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
20,00,000.00 |
|
Appy |
0.00 |
2,000.00 |
0.00 |
0.00 |
0.00 |
2,000.00 |
0.00 |
|
GEL India |
0.00 |
52,840.00 |
0.00 |
0.00 |
0.00 |
52,840.00 |
0.00 |
|
Total |
27,02,516.75 |
15,14,990.01 |
0.00 |
0.00 |
0.00 |
42,17,506.77 |
40,47,893.00 |
- A S Computers (A S) has the highest sales, with Products contributing ₹27,02,516.75 and Spares & Accessories adding ₹14,58,307.85.
- 7 Screen Studios (SP) has minimal sales, mostly from Spares & Accessories (₹209.17).
- ABC Companies has ₹20,00,000 in recovery but no direct sales.
- GEL India contributes ₹52,840 from Spares & Accessories.
