# Customer RP Summary

<p class="doc-lead">Period summary of returnable packaging movement for one customer — opening balance, total issued, total returned, and closing balance per RP item. Example: Retailer A held 10 milk crates opening, received 50, returned 45, closing 15.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/rp/reports/customer-rp-summary?id=overview">Overview</a>
<a href="#/rp/reports/customer-rp-summary?id=use-cases">Use Cases</a>
<a href="#/rp/reports/customer-rp-summary?id=filters">Filters</a>
<a href="#/rp/reports/customer-rp-summary?id=columns">Columns</a>
<a href="#/rp/reports/customer-rp-summary?id=actions">Actions</a>
<a href="#/rp/reports/customer-rp-summary?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>RP → Reports → Customer RP Summary</b>.

<p><b>What it shows.</b> One row per RP item for a selected customer with Opening, In(-), Out(+), and Closing quantities for the date range.</p>

<p><b>When to use it.</b> Month-end reconciliation of crate or freezer balances with a key account without scrolling through every transaction line.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Customer service</b> — Confirm closing crate balance before agreeing a return schedule.</li>
<li><b>Finance</b> — Match RP closing balance with deposit balance on <a href="#/rp/reports/customer-wise-rp-deposit-balance">Customer-wise RP deposit balance</a>.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Customer</b> *(required)*, <b>Date range</b>, <b>Show zero lines</b> / <b>Hide zero lines</b> — hide rows where opening, in, out, and closing are all zero.

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| RP Item | Returnable packaging item. |
| Opening | Balance at start of period. |
| In(-) | Total returned by customer in period. |
| Out(+) | Total issued to customer in period. |
| Closing | Balance at end of period. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report</li>
<li><b>Show zero lines</b> / <b>Hide zero lines</b></li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print with customer header</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>Why is Customer required?</b><br>This report is designed as a single-customer statement, similar to a party ledger summary.</p>

<p><b>What do In(-) and Out(+) mean?</b><br><b>Out(+)</b> increases what the customer holds (issue). <b>In(-)</b> reduces it (return).</p>
<p><b>Stock summary?</b><br>Customer crate balance by RP item — not deposit cash.</p>
<p><b>Collection visit?</b><br>Run before sales visit to verify outstanding crates.</p>
<p><b>Approved movements only?</b><br>Reports typically include approved RP transactions in the date range.</p>
<p><b>Field sale app data included?</b><br>Customer RP from Field Sale App appears when approved on web or mobile.</p>