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)
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
