# Customer Wise RP Stock

<p class="doc-lead">Returnable packaging currently held by each customer — how many milk crates Retailer A still has, which outlet has a deep-freezer on serial number SN-0042, and quantities by route for van-sales planning. Also shows cash deposit value and deposit quantity per RP item so you can see how much stock is covered by deposit versus still outstanding.</p>

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

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

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

<p><b>What it shows.</b> One row per customer and RP item with customer code, name, phone, route, the quantity the customer is currently liable to return, and deposit columns: cash deposit value, deposit quantity covered by that deposit, and balance quantity still outstanding. Optional serial number per unit when serial tracking is enabled.</p>

<p><b>When to use it.</b> Review outstanding crates or freezers with customers before a collection run, filter by route to plan van-sales RP recovery, or see how much of each customer's stock is secured by cash deposit versus still due back.</p>

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

<ul>
<li><b>Van-sales rep</b> — Filter by Route to see all outlets on today's beat that still hold milk crates.</li>
<li><b>Credit controller</b> — Identify customers with high crate balances before approving further credit.</li>
<li><b>Ice cream distributor</b> — With serial tracking, confirm which outlet holds freezer SN-0042.</li>
<li><b>Finance / collections</b> — See cash deposit collected per customer and RP item, and how many units that deposit covers versus quantity still outstanding.</li>
</ul>

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

<b>Customer</b>, <b>RP Item</b>, <b>Route</b>, <b>Serial No</b> *(when serial tracking is enabled)*.

Auto-generates on open. No date range.

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

| **Column** | **Description** |
|------------|-----------------|
| Customer Code | Customer party code. |
| Name | Customer name. |
| Phone | Contact phone. |
| Route | Route assigned to the customer (blank if none). Useful for van-sales RP recovery planning. |
| RP Item | Returnable packaging item. |
| Sl No | Serial number *(when serial tracking is enabled)*. |
| Quantity | Quantity the customer holds (liable to return). |
| Cash Deposit | Cash deposit value posted for this customer and RP item (from approved <a href="#/rp/rp-deposit">RP Deposit</a> lines). Refunds reduce this amount. |
| Deposit Qty | Quantity covered by that cash deposit (e.g. paid ₹400 for 4 jars → 4). Uses the actual quantity on each deposit line, so custom per-customer deposit rates are respected. |
| Balance Qty | Quantity still outstanding after deposit coverage: <b>Quantity − Deposit Qty</b> (e.g. holds 10 jars, deposit covers 4 → balance 6). Can be negative if deposit quantity exceeds current stock. |

Footer row shows <b>Total</b> for Quantity, Cash Deposit, Deposit Qty, and Balance Qty.

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

<ul>
<li><b>Generate</b> — refresh the report</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
</ul>

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

<p><b>What does Quantity mean here?</b><br>Net packaging the customer still has — issued minus returned. This is what the customer is liable to return to you.</p>

<p><b>How are Cash Deposit and Deposit Qty calculated?</b><br>From approved RP Deposit item lines for that customer and RP item (<b>status</b> approved or closed). Each line stores quantity, rate, and total; refund deposits subtract. Deposit Qty is the net deposited quantity — not derived from the RP item master rate, so customers with custom deposit rates are handled correctly.</p>

<p><b>What is Balance Qty?</b><br><b>Quantity − Deposit Qty</b>. Example: customer holds 10 jars, deposit covers 4 → Balance Qty is 6.</p>

<p><b>How is this different from Customer-wise RP Deposit Balance?</b><br><a href="#/rp/reports/customer-wise-rp-deposit-balance">Customer-wise RP Deposit Balance</a> shows one total cash balance per customer. This report breaks deposit value and quantity down by RP item alongside current stock.</p>

<p><b>Where does the Route column come from?</b><br>The route assigned on the customer master. If a customer has no route set, the column is blank. Use the Route filter to narrow the report to a single route for van-sales planning.</p>

<p><b>How do I see movement history for one customer?</b><br>Use <a href="#/rp/reports/customer-rp-transactions">Customer RP Transactions</a> or <a href="#/rp/reports/customer-rp-summary">Customer RP Summary</a>.</p>
<p><b>Net stock formula?</b><br>Issues minus returns = customer-held quantity per RP item.</p>
<p><b>Sub-customer?</b><br>Customer RP is per customer account on master.</p>
<p><b>Approved movements only?</b><br>Stock quantity reflects approved customer RP movements. Deposit columns use approved or closed RP Deposit vouchers only.</p>
<p><b>Field sale app data included?</b><br>Customer RP from Field Sale App appears when approved on web or mobile.</p>