# Sub Branch Sale Report

<p class="doc-lead">Sale activity for sub-branch or sub-customer accounts under a parent customer — aggregated sales, returns, and net value per sub branch.</p>

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

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

Go to <b>Sales → Customer Reports → Sub Branch Sale Report</b>.

Report title in ERP: <b>Sub Branch Sale Report</b>

<p><b>What it shows.</b> Each sub branch or sub-customer under a parent with sale count, sale amount, return amount, net sale, and outstanding balance.</p>

<p><b>When to use it.</b> Use when customers operate multiple outlets or sub branches and you need outlet-level sale analysis under the parent account.</p>

<p><b>How amounts are calculated.</b> Aggregates approved sale invoices attributed to sub-customer or sub-branch records within the selected date range.</p>

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

<ul>
<li><b>Multi-outlet review</b> — Compare sales performance across a customer's sub branches.</li>
<li><b>Parent account reconciliation</b> — Verify that sub-branch totals roll up to the parent customer balance.</li>
<li><b>Outlet-level targets</b> — Set and monitor sales targets per sub branch.</li>
<li><b>Shipping address analysis</b> — Cross-check with <a href="#/sales/reports/shipping-report">Shipping Address based Report</a> for address-level detail.</li>
</ul>

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

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

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

| **Column** | **Description** |
|------------|-----------------|
| Parent Customer | Parent customer account name. |
| Sub Branch | Sub branch or outlet name. |
| Sub Branch Code | Unique sub-branch code. |
| Sale Count | Number of sale invoices. |
| Sale Amount | Total sale value. |
| Return Amount | Total return value. |
| Net Amount | Sale Amount minus Return Amount. |
| Outstanding | Current unpaid balance for the sub branch. |

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<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>

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

<p><b>What is a sub branch?</b><br>A sub-customer or outlet record linked to a parent customer for multi-location billing.</p>
<p><b>How are sales assigned to sub branches?</b><br>Sales are attributed based on the sub branch selected on the invoice or shipping address.</p>
<p><b>Can I see item detail per sub branch?</b><br>Use <a href="#/sales/reports/customer-item-wise-sale">Customer Item Wise Sale</a> filtered by sub branch.</p>
<p><b>Does outstanding roll up to the parent?</b><br>Sub-branch outstanding sits on each sub-customer's ledger. Use <a href="#/sales/reports/customer-outstanding">Customer Outstanding Bills</a> with the parent selected to see open invoices for the parent and all sub-branches in one list (with a <b>Customer</b> column).</p>
<p><b>What is a sub-customer?</b><br>Child customer under a parent account — common for branches of one corporate buyer.</p>

<p><b>Are parent totals double-counted?</b><br>Sub-customer sales roll under parent portfolio views — avoid summing parent and children together.</p>
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<h2 id="related">Related</h2>

<ul>
<li><a href="#/sales/reports/shipping-report">Shipping Address based Report</a></li>
<li><a href="#/sales/reports/customer-wise-sale-report">Customer Wise Sale Report</a></li>
</ul>