Codez
5 years agoExperienced User
Sales report that includes item name and customer
Hi,
I'm wanting to get a report (Sales type) for a date range that shows columns for the;
Customer Card ID number
Customer Name
Invoice Date
Quantity
Item/Acct/Activity
Amount
...
- 5 years ago
Hi Codez
I would recommend running the Sales [Customer Detail] report - Reports>>Sales>>Customer. This particular report will be grouped by customer and thus have the customer name and ID number as sub-headings on that page. Alternatively, you can look at adding the Card ID and/or Card Name to that report using the Insert/Modify>>Report columns>>Show/Hide column. The Item Number of the item sold will be included as part of the Item/Acct/Activity column.