Partner Reports

Customers, suppliers, salesmen and members.

Menu: Reports › Partner Reports

Click a report to see what it's for, an example, its filters and what each column means.

Report	Use it to
Customer Product Summary Report	Shows, for each customer and product, the latest price you sold at (with its unit) and the lowest and highest prices ever charged.
Customer Balance	Shows how much each customer owes: sales, minus down payments, payments and returns, plus refunds, gives the balance due.
Supplier Product Price	Shows, for each supplier and product, the latest purchase price (with its unit), the lowest and highest prices paid, and the minimum order quantity.
Salesman Report	Shows each salesman's back-office sales in a date range, grouped by salesman (each sale with its customer and amount) or by product (quantity and lowest, average and highest price).
Member Report	Lists your POS members with their card, rate, points, contact details, registration and expiration dates and status.
Membership Points Transaction Report	Lists every change to members' points: points earned on POS purchases, points used, and points loaded or deducted in Member Load, with the running balance.
Customer Balance by Customer Branch	The same as Customer Balance, broken down by customer branch: one line per branch of each customer.
Customer Product Detail Report	Lists line by line every product sold to each customer in a date range, with quantity, unit, original price, discounts, price and amount.
Customer Balance Detail Report	Lists every movement of customers' prepaid balances: money loaded, and money used in collections, down payments and other income, with the running balance.
Sales Outbound and POS Salesman Report	Like the Salesman Report, but counts both back-office sales outbounds and POS sales where a salesman was entered.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.