Generate Retail Customer- wise Sale Report
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How to Generate Retail Customer- wise Sale Report?
In this tutorial, we will demonstrate how to configure a Retail Customer-Wise Sales Report in Logic ERP.
Access the Sales Register Report
Navigate to the Reports/Queries section.
Under Sales Registers, open the Sales Register - Cross Tab Report.
Click on Configuration to create a new report and assign a suitable configuration name.
Configure Report Option
Navigate to Report Options.
Under Report Consolidation, enable the required options — particularly Bill Number, Item, and Retail Customer.
From the Item Consolidation list, select Item and move it to the top using the arrow keys.
In the Report Totals section, enable the Grand Total option to display overall totals along with customer-wise totals.
For better readability, adjust the Report Order by placing the Retail Customer option at the top.
Configure Transaction Options
Under Transaction Options, tick both Txn Type and Txn Totals as Total Quantity.
Save Configuration and Customize Columns
Save the configuration and select it from the Available Configurations list.
By default, all columns will appear.
Open Setup Column Attributes, select all columns first, and then choose only the required ones.
Add Retail Customer related fields such as Name, Mobile Number, etc. (found under RCU Name) using the search option.
Rearrange the column order as needed using the arrow keys.
After finalizing, save the settings.
Generate and View the Report
Press F2 to refresh the report.
The system will now display a Retail Customer-Wise Detailed Sales Report, showing bill details and item transactions.
This allows you to easily track how many bills were generated and which items were sold to each retail customer.
You have successfully configured the Retail Customer-Wise Sales Report in Logic ERP.
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