POS Reports

Report: Customer Sales by Model

What This Report Does:
Generates a list of POS items sales by the model number within a specified date range.

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

  • From / To Date – Filter your results by a designated time frame
  • Model – Filter your results by a specific model 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 customer’s name
  • Account# – Displays the customer’s associated account number
  • Address – Displays the customer’s saved addresss
  • Phone – Displays the customer’s phone number
  • Brand – Displays the items assigned brand
  • Model# – Displays the item’s assigned model number
  • Serial# – Displays the item’s assigned serial number (if applicable)
  • Invoice Date – Displays the day the invoice (or purchase) was created
  • Invoice# – Displays the transaction’s invoice number
  • Delivery Date – Displays the date on which the item is set to be delivered (or on which date item was purchased)
  • Sales Person – Displays the name of the salesperson associated with the transaction (Note: Only users with the role of SalesPerson will appear in this column)

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