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, WooCommerce), 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.
Report Details
You can filter the report by customer name, phone number, location, time period, and payment status.
The report consists of two sections:
Customer Sales Details:
Displays sales data per customer based on the selected filters.Summary Section:
Provides totals based on the selected time period or filters.
Details available in the report include:
Customer Name.
Phone Number.
Location: Branch where the customer made purchases.
Sales: Total sales invoices minus returns and discounts, excluding tax.
Cost of Goods Sold: Direct cost of the sold products.
Gross Margin: Sales minus COGS.
Sales (Tax Inclusive): Total sales invoices minus returns and discounts, including tax.
Sold Quantity: Total quantity of products purchased by the customer, without deducting returns.
Returned Quantity: Total quantity returned by the customer.
Exporting the Report
To export the report:
Click on the three dots in the upper-right corner of the report page.
Select xlsx to download the report as an Excel file.
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.Can I identify the top customers by sales in the last month?
Yes, select the desired time period using the provided fields. Then, sort the Sales column by clicking on it:First click: Sorts from lowest to highest.
Second click: Sorts from highest to lowest.
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.