# Customer Item Wise Sale
Item-level sale detail per customer — quantity, amount, and average rate for each item sold to each customer.
Overview
Go to Sales → Customer Reports → Customer Item Wise Sale.
Report title in ERP: Customer Item Wise Sale
What it shows. Each customer-item combination with total quantity sold, sale amount, return quantity, return amount, and net sale.
When to use it. Use to analyze what each customer buys, identify cross-sell opportunities, and review item-level pricing per account.
How amounts are calculated. Aggregates approved sale invoice lines by customer and item within the selected date range.
Use Cases
- Account planning — Review top items purchased by a key customer before a sales visit.
- Cross-sell analysis — Identify items sold to similar customers but not yet to a target account.
- Price review — Compare average selling rates for the same item across customers.
- Return tracking — Spot customer-item combinations with high return rates.
Filters
Date, Customer, Item, Employee. Advanced Filter: Item Group, Brand, Customer Group, Route, Branch.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name. |
| Item | Item name. |
| Item Code | Item SKU or code. |
| Item Group | Item category. |
| Sale Qty | Quantity sold. |
| Sale Amount | Total sale value. |
| Return Qty | Quantity returned. |
| Return Amount | Return value. |
| Net Qty | Sale Qty minus Return Qty. |
| Net Amount | Sale Amount minus Return Amount. |
| Avg Rate | Average selling rate (Sale Amount ÷ Sale Qty). |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
FAQ
How is this different from Item Wise Sale?
Item Wise Sale aggregates by item across all customers. This report splits by customer and item.
Can I filter one customer?
Yes. Select the customer in the filter to see all items they purchased.
Does this show custom pricing?
Average rate reflects actual invoiced rates, which may include customer-specific pricing rules.
Can I export for a sales visit?
Yes. Export to Excel for offline reference during customer meetings.
Does this include free items?
FOC lines may appear with zero value. Use FOC Report to audit complimentary quantity.
Can I filter one item across all customers?
Yes. Set the item filter and leave customer blank to rank buyers for a SKU.