Sales by Customer & Margin Report

You need access to advanced reports and the customer you want to review.

1. 1
   Open Reports and select Sales by Customer.
2. 2
   Use Filter by date, Select customer, and All Currencies as needed; then click Search.
3. 3
   Check order count, revenue, and whether canceled orders are included.
4. 4
   Open a customer's underlying orders or invoices when a total seems unexpected.
5. 5
   Check credits and canceled orders in the same period before reporting the result.

Customer totals are only comparable when the report scope and document treatment are the same.

The report groups activity by customer and currency; distinguish ordered value from posted invoice revenue when interpreting totals.

WARNING: Do not combine currencies without an explicit conversion basis.

Open the contributing orders and invoices before treating the total as collected revenue.

Trace the source documents before changing a customer record or posting an adjustment.