“Sales by Customer Summary” / “Sales by Customer Details” Reports

Reports List from the Menu:

• were added the next Reports to the List:
  • Sales by Customer Summary;
  • Sales by Customer Detail;
• after clicking on the reports -> corresponding forms of Reports are opened.

Report “Sales by Customer Summary”:

• Rules:
  • data is filtered by date and is grouped by Customer;
  • If the Customers have Parents / Childs Customers -> Customer are displayed in the hierarchy as in the Customer List;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Customer Name;
    • Sales Rep Name;
    • Total Qty -> is displayed item qty sold by Customer, based on the date;
    • Total of Sales -> is displayed sum of sales amounts by Customer based on the date;
    • Total Credits -> is displayed sum of credits amounts by Customer based on the date;
    • Sales Count -> is displayed count of sales by Customer based on the date;
    • Credits Count -> is displayed count of credits by Customer based on the date;
    • Discount -> is displayed sum of discount amounts for Customer Orders based on the date;
    • Total:
      • Total of Sales amount – Total Credits amount;
    • Open Balance -> Customer open Balance;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Qty;
    • Total Sales;
    • Total Credits;
    • Total Discount;
    • Total;
• After double click on the customer row -> the “Sales by Customer Detail” Report is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

Report “Sales by Customer Detail”:

• Rules:
  • data is sorted by Customer then by order date and then by order type;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • “Order #” textbox;
  • “Order Type” -> dropdown List;
  • “Customer” -> dropdown List;
  • Customer Type -> dropdown List;
  • “Sales Rep” dropdown List;
  • “With no customer types” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data for Sales Rep linked to Customer without Customer Type;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • contains next columns:
    • checkboxes;
    • Order Type;
    • Order Date;
    • Order Number;
    • Customer;
    • Sales Rep;
    • Order Amount;
    • Discount;
    • Order Total Amount:
      • Order Amount – Discount;
    • Total Qty;
    • Open Balance;
    • Store;
• At the bottom are displayed next Totals:
  • Total Order Amount;
  • Total Discount;
  • Orders Total;
  • Total Qty;
  • Total Open Balance;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to Reports tab -> Reports List:
  • Can View Sales by Customer Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Customer Summary” Report is hidden from the Report Menu List form;
  • Can View Sales by Customer Detail Report:
    • if for user the checkbox is unchecked:
      • “Sales by Customer Detail” Report is hidden from the Report Menu List form.