Forum Discussion

Codez's avatar
Codez
Experienced User
5 years ago

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 ...
  • Steven_M's avatar
    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.