Item Report Date and Customer Wise

We are excited to announce the “Item Report Date and Customer Wise” report, a potent new report in our software. This feature is designed to provide you with comprehensive insights into your sales and inventory based on specific dates and customer data. With this report, you can analyze the sales performance of specific items over a chosen date range. This helps you identify trends, popular products, and customer preferences. Understand your customers better by reviewing their purchases of particular items during specific periods. This valuable information can aid in tailoring your marketing strategies and improving customer satisfaction.

Viewing the item sales data by date and by client is useful. We can determine which consumer has purchased which item more frequently from this report. This information is useful for identifying trends in the sale of items in the present. Data including the sale date, customer name, product name, quantity, rate, and amount are displayed in this report.

How to open Item report date and customer wise:

  • Go to the Report module in the left sidebar.
  • Click on the Item Report Date and Customer Wise report button.

There are several filtering, exporting, and sorting options on this page.

  1. Row drop-down list: You can view the number of item stock entries per page using this drop-down list.
  2. Date filter: This filter helps you sort data by date. There is a Current Financial Year option pre-selected for this filter. There are numerous filter types accessible in this one, including Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Last Month, etc.
  3. Export: Data can be exported using this drop-down menu. Excel and PDF export options are available here.
  4. Sorting: The user has the option to sort the data on this page in both ascending and descending order. Here, the user can sort by Customer name, Product, Quantity, and amount.