Review Customer Wise Sales
How to Review Customer Wise Sales in Muhasib ERP
Overview
This guide will help you analyze sales by customer and compare and confirm a selected customer's total to source invoices.
You get customer-level sales analysis for service, collection, or management review.
Who can do this
You need access to Customer Wise Sales Report and authorized customer/sales scope.
Before you start
Define company, period, locations, customer/group, status, returns, tax, and expected control total.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Customer Wise Sales Report.
Review Customer Wise Sales
Step 1: Set company/date/location/customer filters
Step 2: Generate the report
Step 3: Review customer totals, invoice count, gross, discount, returns, tax, and
Review customer totals, invoice count, gross, discount, returns, tax, and net values shown.
Step 4: Drill to invoices for material customers
Step 5: Compare with Sales Summary and Customer Ledger
Step 6: Investigate duplicate or walk-in customer classification
Check your work
Sample customer totals equal allowed source invoices and returns for identical filters.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Separate sales performance from outstanding balance.
- Consolidate duplicate customer records only through approved master governance.