Aggregates sale invoice lines by customer and item group — view category-level sales per customer in a matrix (column-wise) or detail (row-wise) layout.
What it shows. Sale activity grouped by customer and item group for the selected date range. Use Column Wise for a customer × item group matrix, or Row Wise for one line per customer and item group with quantity and amount columns.
When to use it. Category-level account analysis when you need a higher-level view than individual SKUs — e.g. which product groups each key account buys.
How amounts are calculated. Aggregates approved sale invoice item lines (status posted or pre-approved) by customer and item group within the selected date range. Value Total uses taxable line amount; Bill Total uses line total including tax.
Header (quick filters)
Advanced Filter (filter icon) — additional fields:
Employee is available only in Advanced Filter (not in the header) to keep the toolbar compact.
Tap clear after applying Advanced Filter to reset all advanced filters including employee.
Customers appear as rows; item groups appear as column headers. Each cell shows the selected measure for that customer × item group.
| **Column** | **Description** | |------------|-----------------| | Code | Customer party code and internal id. | | Name | Customer name — click to open Customer Statement for that customer and date range. | | Item group columns | One column per item group — cell value from Show Quantity, Show Value, or Show Total. |One row per customer and item group combination.
| **Column** | **Description** | |------------|-----------------| | Code | Customer party code and internal id. | | Name | Customer name — click to open customer statement modal. | | Item Group | Product category name. | | Quantity | Net quantity sold. | | Value Total | Taxable amount total. | | Bill Total | Line total including tax. |Where is the employee filter?
Open Advanced Filter (filter icon) and select Employee. It is not shown in the header to save toolbar space.
Why don't I see some employees in the filter?
User employee data filters for the Sale module may restrict which employees appear. See User Management → employee filters.
Can I see item detail within a group?
Use Customer Item Wise Sale filtered by customer and item group.
How is this different from Item Group Wise Performance?
Item Group Wise Performance is under Employee Reports and focuses on employee targets. This report is customer-centric.
Need the same item-group columns by day instead of customer?
Use Day Wise Item Group Wise Sale.
Can I see both customer and item group on one row?
Yes — use Row Wise layout, or Column Wise for a matrix view.
When is this useful?
Category reviews with key accounts — e.g. dairy vs beverage performance per supermarket chain, or reviewing one salesperson's category mix across customers.