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Evo-ERP and DBA Classic >> Sales >> report listing ea customers total sales for period
http://www.istechforum.com/YaBB.pl?num=1381344571

Message started by Laura Oliver on 10/09/13 at 11:49:31

Title: report listing ea customers total sales for period
Post by Laura Oliver on 10/09/13 at 11:49:31

I am looking for a report that will give a one line summary for each customers sales during a certain time period.
Example"
customer date period sales total
Acme Co. 1/1/2012 thru 3/31/2012 $5413.00
Bad Co. 1/1/2012 thru 3/31/2012 $6299.00
Doall Co 1/1/2012 thru 3/31/2012 $52.00
You Co. 1/1/2012 thru 3/31/2012 $12367.00
Zebra Co 1/1/2012 thru 3/31/2012 $613.00

I don't want detail I just want each customers total for the chosen time period.
I need to look at all our customers and get a quarterly sales total for each customer so that I can compare.

Thanks,

Title: Re: report listing ea customers total sales for pe
Post by Lynn_Pantic on 10/09/13 at 13:24:54

SA-N and change the RTM name to T6OPSALE.RTM (Evo) or TOPSALE.RTM (DBA). Sort by customer and enter the date range desired. One line per customer of total Sales, COGS, Margin and Margin %.

SA-M sorted by Item gives the same thing for inventory - 1 line per item with Qty, Sales, COGS, Margin