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Viewing Sales Profitability for a Specific Customer

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You can view the profitability generated from a specific customer over a selected period by grouping their sales data within the report.

Viewing Sales Profitability for a Specific Customer

  • Go to the “Sales” module.
  • Open the “Gross Profit report” page.
  • Select “Customer” from the “Group By” field.
  • Specify the required date range.
  • Click on “+” next to the Customer field to search for the customer.
  • Choose whether to “deduct returns” from profit.
  • Select whether to calculate net sales “Before discount” or “After discount”.
  • Go to “Custom view”.
  • Enable the columns you want to display in the report.
  • Click on “Generate”.
Viewing Sales Profitability for a Specific Customer — Click on “Generate”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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