# Customer Wise Sale Report
Aggregates sale invoice activity by customer — total sales, returns, net value, and invoice count for customer-level performance analysis.
Overview
Go to Sales → Customer Reports → Customer Wise Sale Report.
Report title in ERP: Customer Wise Sale Report
What it shows. One row per customer with sale count, sale quantity, sale amount, return amount, net sale, and average invoice value.
When to use it. Use to rank customers by sales volume, identify top accounts, and analyze customer-level return rates.
How amounts are calculated. Aggregates approved sale invoices per customer within the selected date range.
Use Cases
- Account ranking — Identify top customers by net sale value for the period.
- Return analysis — Compare gross vs net sales to spot customers with high return rates.
- Sales review meetings — Present customer-wise sales in monthly reviews.
- Credit assessment — Combine with outstanding data before extending credit terms.
Filters
Date, Customer, Customer Group, Employee. Advanced Filter: Route, Branch, Center, Payment Mode, Customer Category.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name. |
| Customer Code | Unique identifier assigned in the master record. |
| Customer Group | Group the customer belongs to. |
| Sale Count | Number of sale invoices. |
| Sale Qty | Total quantity sold. |
| Sale Amount | Total sale value. |
| Return Amount | Total return value. |
| Net Amount | Sale Amount minus Return Amount. |
| Avg Invoice Value | Net Amount divided by Sale Count. |
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
- Customer link — open customer statement or detail where available
FAQ
How is net amount calculated?
Sale Amount minus Return Amount for the selected period.
Can I filter by customer group?
Yes. Use the Customer Group filter or Advanced Filter.
Does this include cash sales?
Yes. Filter by payment mode for cash-only or credit-only analysis.
How is this different from Top Customers?
Top Customers is a dashboard widget ranking top accounts. This report is a full filterable list.
Are returns deducted?
Sale totals are invoice-based. Review returns separately in Sale Return Report for net revenue.
Can I filter by employee?
Yes. Add employee filter to see revenue attributed to each salesperson per customer.