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.

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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.

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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.

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Configure Transaction Options

• Under Transaction Options, tick both Txn Type and Txn Totals as Total Quantity.

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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.

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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.

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You have successfully configured the Retail Customer-Wise Sales Report in Logic ERP.