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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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You have successfully configured both consolidated and detailed customer-wise sales reports in Logic ERP.