The "Item/customer statistics" overview is used to create an overview of movements in the warehouse in relation to debtors and creditors.
Under Company/Maintenance/Preferences, set up "Account for warehouse transactions" which controls whether statistics should be done on invoice account or delivery account.
Item/customer statistics calculates statistics based on stock records.
Note! When reconciling against finance, pay attention to the setup of debtor, creditor and product groups, especially if debtor and creditor accounting is set up on the product groups.
Select Lager / Reports / Statistics / Product/customer statistics
By default, the report shows a list of all debtors who have purchased one or more items. All items purchased by a debtor are shown aggregated, so only one line item is shown with the total number of items purchased.
Each of these filters can ONLY be used one at a time and cannot be combined.
Group by date (use the search button)
Each of these filters can ONLY be used one at a time and cannot be combined.
Group by date (use the search button)
- This feature groups on a monthly basis, showing the 1st of the month, with a summary of the month's movements on the item
- Here it shows one line per customer per month.
- Here it gathers the items in one line per item, and total number of items sold, total cost and sales value
- Groups all items at item group level, showing total number of items, total cost and sales value, per item group
- Shows one line per debtor and the total number of items sold with cost and sales value
- Can be used to optimize sales towards not-so-good buying customers
- Shows one line per debtor group
- Where is the market, domestic/international etc.