This report helps you track all transactions made with your customers through the platform, such as sales invoices, returns, and payments. The report is updated automatically in real time.
Accessing the Report
Go to Reports > Sales > Customer Movement Report.
Click the report to view details.
Search in the Report
Search by customer name or phone number in the search field.
Filter the Results
Click Filter.
You can filter the results by:
Date range
Customer name
Customer phone number
Location
Transaction reference
Transaction type
Sales channel
Click Apply.
Sort the Data
Click the Sort by field.
Choose the sorting option you prefer to display the data.
Report Data
Customer Name / Phone Number | Based on the data entered in the Customers section. |
Location | The branch where the customer made the purchase. |
Transaction Reference | The sales invoice number, return invoice, or purchase invoice on the platform. |
Transaction Type | Sales or returns across all sales channels, or payments received from the customer. |
Transaction Date | The date when the transaction was recorded. |
Transaction Quantity | The number of products in the invoice. |
Paid Amount | Received Amount | The total collected or deducted amount, including Tax. |
Payment Method | The method used to complete the transaction (e.g., cash, credit card). |
Channel | POS, Salla store, Zid store. |
User | The account that issued the invoice or executed the transaction. |
ℹ️ The table contains multiple columns. Use the scrollbar at the bottom to view all columns.
Export the Report
Click Export.
Choose xlsx.
The file will be downloaded to your device.
FAQs
1. Can I know when the customer paid their outstanding invoices?
Yes. Go to Filter > Transaction Type > Customer Receive Debit. The report will show all payment transactions with their respective dates.
2. Can I see all transactions for a specific customer?
Yes. Search by the customer’s name or phone number, and all related transactions will appear based on the selected date range.
3. Why can’t I see all the data in the report?
Use the scrollbar at the bottom of the table to view all data, or click Export to see the full details in an Excel file.