Configure Party / Customer -wise consolidated and detailed Sale Report
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How to configure Party / Customer -wise consolidated and detailed Sale Report?
In this tutorial, we’ll learn how to configure and generate customer-wise consolidated and detailed sale reports using the Sale Register Cross Tab Report in Logic ERP.
Access the Sale Register Cross Tab Report
Navigate to the Reports/Queries section.
Select Sale Registers.
Open the Sale Register Cross Tab report.
Click on Configuration to open the setup window.
Define a new report configuration.
Configure Report Options
Under Report Consolidation, enable the Party-Wise option.
In the Report Totals section, enable the Grand Total option to display both overall and party-wise totals.
Since the report is customer-based, set the Report Order to Party-Wise by moving it to the top using the arrow keys.
Configure Transaction Options
Go to the Transaction Options section.
Enable the setting to Display Transaction Details.
Choose whether to display the transactions by Value or by Quantity.
Once done, click Save to apply the settings.
Create and Customize the Report Layout
From the list of available report configurations, select the newly created one and click Create.
By default, all columns will be visible.
To customize:
Click on Setup Column Attributes.
Deselect all columns first.
Then select only the required columns such as Party Name and other relevant fields.
Rearrange the column order using the arrow keys.
Save your settings and refresh the report by pressing F2.
The report now displays customer-wise consolidated sales for the defined date range.
You can further configure or adjust the visible columns as needed.
Generate a Detailed Customer-Wise Report
To generate a detailed report, open the Configuration window again.
Under Report Options → Report Consolidation, enable the Bill Number option and any other fields you want to include.
Since this is a detailed report:
Enable Item Details.
Select all relevant Item-Wise options you want to display.
After reviewing the settings, click Save.
Customize Detailed Report Columns
Open Setup Column Attributes again.
Select the specific columns you want to include — such as:
Item Name
Item Details
Item Rate
And any additional columns as required.
Save your settings and refresh the report by pressing F2.
Apply Party Filter
To view the sales report for a specific customer, use the Party Filter.
The system will display the bill-wise details for that particular customer within the selected date range.
You have successfully configured both consolidated and detailed customer-wise sales reports in Logic ERP.
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