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Using TurboCASH

 







SALES ANALYSIS REPORTS
SALES BY CUSTOMER REPORT
  
This option allows you to view and analyse your Sales by Customers or Debtors. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Customer or Debtor or to view the details of your Invoices and Credit Notes for each Customer or Debtor.

To generate a Sales by Customer Report:
Click on the Reports - Sales Analysis - Sales by Customer menu option or press the and and keys on your keyboard. You may also press the and and and keys on your keyboard. The Sales by Customer Options screen will be displayed.

Title bar. Close button - will exit or close this screen. Select, Screen, Printer, File, E-Mail or Fax. Copies - the number can only be selected if the Printer option is selected. Click to change the Printer and the Page Setup for Dot Matrix Printers. Click to generate the report. Click to close or exit this screen. Select Debtor Account Number, Account Description, Debtor Account Reporting Group 1 or 2. Enter or select a start and end date. Select the range of Debtor Accounts. Select to view the details. If left blank, only totals will be displayed.
Select the following options:

 

Option Description
Sequence Select to list the Customers or Debtors Accounts according to the Account Number, Account Description and Debtor Group 1 and 2 (Reporting Groups 1 and 2). The description of Debtor Group 1 or 2 you have entered on the Reporting Group Name field on the Debtors tab on the Setup - System Parameters - Groups menu option may be reflected in this drop down list.
Show Details If this field is left blank, you will view the totals of documents (Invoices and Credit Notes) issued for each Customer or Debtor.

If this field is selected, the detail of the Invoices and Credit Notes (the date and number), as well as the Gross Profit percentage, will be displayed for each individual Invoice and Credit Note. The total for each Invoice and Credit Notes and for each Customer or Debtor as well as a grand total of your Sales will be displayed.
From Account Select the Customer or Debtors Account in the search facility from which you wish to include in the report.
To Select the Customer or Debtors Account in the search facility to which you wish to include in the report.
From Enter or select a date.
To Enter or select a date.

Click on the button. The report will be sent to the medium, which you have selected in the Send Report To field.

When you click on the button for any report, which contains transactions, etc. TurboCASH will check for unposted items and display the number of unposted Batches and Documents. You may select to view the details of the unposted Batches and Documents. This is an important facility as these batches contain transactions, which will not be included in your reports.