Customer loyalty is a critical factor in the success of your business. It ensures customers continue to purchase from your store locations or online store integrated with Rewaa (Salla, Zid), and recommend it to others. This loyalty directly impacts long-term profitability while reducing marketing costs for acquiring new customers. To support this, Rewaa offers the Sales Report by Customer, which helps identify the most loyal customers and analyze the total profit generated by each of them.
Accessing the Report
Navigate to:
Reports > Sales > Sales by Customer.
The report displays all the details, and you can search by location name or filter and sort the results.
ℹ️ All report results are shown based on the selected time period and filters.
Report Overview
The report consists of two sections:
The first section provides a summary of the report.
The second section displays the detailed report information.
Report Details
You can view the following information:
Customer Name | The name assigned to the invoice. |
Customer phone number | Based on the number added in the customer details. |
Location | The branch where the customer made the purchase. |
Sales | The sum of completed customer sales (Tax Exclusive) while deducting the returns and discounts |
Cost of Goods Sold | The total cost of products sold to the customer while deducting the total cost of products that got returned. |
Gross Margin | Customer sales {Tax Exclusive} discounted from the total cost of goods sold. |
Sales (Tax Inclusive) | The sum of completed customer sales {Tax Inclusive} while deducting the returns and discounts. |
Sold Quantity | Total quantity of products purchased by the customer, without deducting returns.
|
Returned Quantity | Total quantity returned by the customer |
ℹ️ The table contains multiple columns and data. Use the horizontal scrollbar to view all columns.
Exporting the Report
To export the report:
Click on Export, then select (xlsx). An Excel file will be downloaded to your device, and you can view it after the download is complete.
To export only the report summary, select (Summary xlsx).
An Excel file will be downloaded to your device, and you can view it after the download is complete.
FAQs
Why are some customer names repeated in the report?
This occurs when a customer has purchased from multiple branches. You can identify the branches from the location column.How can I view a customer’s invoices?
To access customer invoices:Go to Sales & Customers > Customers.
Search for the customer’s name.
Click on the customer’s icon to view their details.
Select Customer Invoices to see all related invoices.
Can user access to this report be restricted?
Yes, follow these steps:Go to Settings > Users > ⚙️ > Edit User.
Navigate to User Permissions > Reports > Report List and enable Read.
Expand Sales Reports and locate Sales By Customer.
Enable the necessary permissions.
Click Save Custom User to apply the changes.