# Customer RP Transactions

<p class="doc-lead">Transaction ledger of returnable packaging movements for customers over a date range — every crate issued on a Sale Invoice, every crate returned on a Credit Note, with running balance. Example: track Retailer A's 50 crates issued Monday and 45 returned Friday.</p>

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

<hr class="doc-section-divider">

<h2 id="overview">Overview</h2>

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

<p><b>What it shows.</b> Opening balance, then each Customer RP transaction with In (customer returns to company), Out (company issues to customer), Net, and running Balance. Footnote: <i>In: Customer to Company, Out: Company to Customer, Balance: Number of RP Items Customer is liable to return</i>.</p>

<hr class="doc-section-divider">

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

<ul>
<li><b>Accounts</b> — Reconcile crate movements against Sale Invoices and Credit Notes for a customer in a period.</li>
<li><b>Collection team</b> — See closing balance before a crate-collection visit.</li>
<li><b>Auditor</b> — Trace a serial-numbered freezer from issue through return.</li>
</ul>

<hr class="doc-section-divider">

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

<b>Date range</b> (with quick ranges: This financial Year, Last 30 Days, This Month, etc.), <b>Customer</b>, <b>Center</b>, <b>RP Item</b>, <b>Employee</b>.

<hr class="doc-section-divider">

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

| **Column** | **Description** |
|------------|-----------------|
| Opening | Balance before the period. |
| Customer | Customer name. |
| Date | Transaction date. |
| Id | Customer RP reference. Click to open voucher preview. |
| RP Item | Returnable packaging item. |
| Center | Center on the transaction. |
| Sl No | Serial number *(when serial tracking is enabled)*. |
| In | Quantity returned by customer to company. |
| Out | Quantity issued from company to customer. |
| Net | In minus Out for the line. |
| Balance | Running balance — crates customer still holds. |

Footer shows <b>Total</b> for In, Out, and Net. Print includes closing balance.

<hr class="doc-section-divider">

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

<ul>
<li><b>Generate</b> — run the report</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print with customer header and closing balance</li>
</ul>

<hr class="doc-section-divider">

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

<p><b>What is the difference between In and Out?</b><br><b>Out</b> = you issued packaging to the customer (e.g. 50 milk crates on a Sale Invoice). <b>In</b> = customer returned packaging to you (e.g. 45 crates on a Credit Note).</p>

<p><b>How is this different from Customer RP Summary?</b><br>Transactions shows every line with running balance. Summary aggregates opening, in, out, and closing per RP item for one customer.</p>
<p><b>Every movement?</b><br>Lists approved customer RP in/out with dates and references.</p>
<p><b>Sale invoice link?</b><br>Movements from SI RP tab show invoice reference.</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>