The Customer Purchased Products Report helps you identify the products frequently purchased by a specific customer, enabling you to create targeted offers to enhance loyalty and customer retention. By focusing on these products, you can optimize profitability and improve product quality to better meet customer needs.
Accessing the Customer Purchased Products Report
Navigate to: Reports > Sales.
Select Customer Products to view the details.
Use the filters at the top of the report to search for:
Customer Name or Customer Number.
Customer Product or SKU (Product Code).
Product Category.
Tracking Information (Batch Number or Serial Number).
Date (Start and End Dates).
ℹ️ The report displays results based on the selected time period and applied filters.
Report Details
The report provides insights into:
Customer Name: Identifies the customer.
Customer Phone Number: Contact details of the customer.
Customer Product: The purchased product's name.
Quantity: Total quantity purchased by the customer.
Tracking Information: Batch or serial number details for traceable products only.
Exporting the Report
To export the report:
Click the three dots in the top-right corner of the page.
Select xlsx to download the report as an Excel file.
FAQs
1. How can I identify a customer’s most purchased products?
Filter the report by the customer’s name in the designated field.
Click the Quantity column to sort products.
The first click sorts products from least to most purchased.
The second click sorts them from most to least purchased.
2. Can I restrict user access to this report?
Yes. Go to:
Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Expand Sales Reports.
Go to Customer Products.
Enable the appropriate permissions for the user.
Save the changes to apply the permissions.