POS Reports

Report: Customer Sales by Item#

What This Report Does:
Displays a list of item sales through the POS by the associated customer within a specified date range

Upon opening this report, you’ll have the following options for filtering your search:

  • From Date / To Date – Filter your results by a designated time frame
  • Item# – Filter your results by a specific item number

Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

  • Name – Displays the customers name
  • Account# – Displays the customer’s associated account number
  • Address – Displays the customer’s address
  • Phone – Displays the customer’s phone number
  • Brand – Displays the item’s associated brand
  • Item# – Displays the items assigned number
  • Qty/ Serial# – Displays either the quantity of the item ordered or the associated serial number (if applicable)
  • Warehouse – Displays the item’s warehouse origin location
  • Bin Location – Displays the items bin location (if applicable)
  • Invoice Date – Displays the date on which the purchase occurred
  • Invoice# – Displays the transaction’s associated invoice number
  • SalesPerson – Displays the associated salesperson assigned to the sale, if applicable (Note: Users will only appear in this column if they have the SalesPerson role assigned)

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