# Customer Group Wise Sale

<p class="doc-lead">Aggregates sale activity by customer group — total sales, returns, and net value for segment-level analysis.</p>

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

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

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

Go to <b>Sales → Customer Reports → Customer Group Wise Sale</b>.

Report title in ERP: <b>Customer Group Wise Sale</b>

<p><b>What it shows.</b> One row per customer group with customer count, sale count, sale amount, return amount, and net sale.</p>

<p><b>When to use it.</b> Use to compare sales performance across customer segments such as retail, wholesale, or distributor groups.</p>

<p><b>How amounts are calculated.</b> Aggregates customer-wise sales rolled up to customer group level within the selected date range.</p>

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

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

<ul>
<li><b>Segment analysis</b> — Compare net sales across customer groups for the period.</li>
<li><b>Pricing strategy</b> — Review which groups generate the most volume vs margin.</li>
<li><b>Target setting</b> — Allocate group-level sales targets based on historical performance.</li>
<li><b>Marketing focus</b> — Identify underperforming groups for promotional campaigns.</li>
</ul>

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

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

<b>Date</b>, <b>Customer Group</b>, <b>Employee</b>. <b>Advanced Filter</b>: Branch, Center, Route, Payment Mode, Item Group.

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

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

| **Column** | **Description** |
|------------|-----------------|
| Customer Group | Customer group name. |
| Customer Count | Active customers in the group. |
| Sale Count | Number of sale invoices. |
| Sale Amount | Total sale value. |
| Return Amount | Total return value. |
| Net Amount | Sale Amount minus Return Amount. |
| Avg Sale/Customer | Net Amount divided by Customer Count. |

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

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

<ul>
<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> / <b>Export All</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
<li><b>Advanced Filter</b> — open additional filter fields</li>
<li><b>clear</b> — reset active filters</li>
</ul>

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

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

<p><b>How are customer groups configured?</b><br>Define groups under <b>Sales → Sale Settings → Customer Groups</b> and assign customers accordingly.</p>
<p><b>Can I drill down to customers?</b><br>Run <a href="#/sales/reports/customer-wise-sale-report">Customer Wise Sale Report</a> filtered by the group.</p>
<p><b>Does this include inactive customers?</b><br>Only customers with sales in the selected period appear unless filters include inactive accounts.</p>
<p><b>Are sub branches included?</b><br>Sales from sub branches roll up to their parent customer's group assignment.</p>
<p><b>Can one customer appear in multiple groups?</b><br>Each customer has one group. Totals aggregate all customers assigned to the selected group.</p>

<p><b>How is this different from Customer Wise Sale?</b><br><a href="#/sales/reports/customer-wise-sale-report">Customer Wise Sale Report</a> lists individual customers. This report rolls up to group level.</p>
<hr class="doc-section-divider">

<h2 id="related">Related</h2>

<ul>
<li><a href="#/sales/customer-groups">Customer Groups</a></li>
<li><a href="#/sales/reports/customer-wise-sale-report">Customer Wise Sale Report</a></li>
</ul>