Customer Sales by Period

Owned by Stephen Juliano (Unlicensed)
Last updated: Jan 28, 2022 by Colleen Juliano
2 min read

Overview

The Customer Sales by Period report allows period-by-period comparison of customer sales.  The net of invoices is used; therefore the report does not include sales tax or shipping amounts.  The report prints the previous 2 years, showing the total net sales for each General Ledger period, with summary information for the customer.

Note: that the current General Ledger period is not part of this report.  Manufacturer Rebate invoices and Project Advanced Billing invoices are not included on this report.  Credit memos created as the result of advanced billings in projects are also excluded.

AR>Customer Reports>Customer Sales by Period 

  • Starting/Ending Customer - Choose a range of customers to be included in this report.  This parameter has a list function that will allow you to create a custom list and save it.

The summary data shows the average sales by period, sales for each of the 2 years as well as the average of the 2 years.  The Yearly Trend shows the percentage change between the two years.  Total sales for two years are shown.