“Sales by Customer Type Summary” Report

Reports List from the Menu:

• were added the new Report to the List:
  • Sales by Customer Type Summary;
• after clicking on the reports -> corresponding form of Report is opened.

Report “Sales by Customer Type Summary”:

• Rules:
  • data is grouped by Customer type from orders and by item;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> 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 for Item Cost;
  • “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 Type;
    • Total Sales;
    • Total Credits;
    • Discount;
    • Total :
      • Total Sales – Discount;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Sales;
    • Total Credits;
    • Total Discount;
    • Total;
• “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 Type Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Customer Type Summary” Report is hidden from the Report Menu List form.