TO CREATE A CUSTOMER INFO REPORT-BY INVOICE DATE
A Customer Info Report by Invoice Date is a type of report used by businesses to track customer-related information based on the dates of invoices issued. This report typically includes details such as Customer Details- Information about the customer (e.g., name, contact details, customer ID, etc.). Invoice Information -Details about the invoices associated with the customer, including invoice numbers, amounts, payment terms, and statuses.Invoice Dates – The date when the invoice was issued, helping businesses to monitor and analyze the timing of sales and payments.
User Access
Who Can Access
- Pothys admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- View Reports
- Customer Info Report – by Invoice Date
Pre-Requisite Activities
- Date Range
Business Rules
- Invoice Date Range – The report should allow users to filter by a specific Invoice Date Range, which can be a fixed period (e.g., last month, last quarter) or a custom date range (start date to end date).
- Customer Information – The report should include customer details such as: – Customer Name – Customer ID – Billing Address – Contact Information (phone, email) – Payment Terms .
- Invoice Data- For each customer, include invoice data within the specified date range, such as: – Invoice Number – Invoice Date – Invoice Amount (Net and Tax details) – Payment Status (Paid, Unpaid, Partially Paid) – Due Date.
- Data Aggregation and Sorting – Sorting by Invoice Date : The primary sort order for the report should be by Invoice Date, either in ascending or descending order based on user preference.
User Interface
STEP 1: To select a Customer Info Report – by Invoice Date.
STEP 2: To enter a date range in this field is mandatory and then to click a start check box to run the process.
STEP 3: Once to complete the process to show the report based on the given data.
STEP 4: Customer – is an individual or organization that purchases goods or services from a business or company. Customers are typically the primary source of revenue for businesses, as they exchange money for products or services.
Customer type – refers to a categorization or classification of customers based on certain attributes or criteria. This helps businesses segment and understand their customer base more effectively.Retail customer,Wholesale customer etc..
Card number – typically refers to a unique identification number associated with a customer’s account or membership with a company or service provider. It is commonly used in various industries, such as banking, retail, loyalty programs, or subscription services, to help identify and manage customer information.
Mobile number– is a contact number provided by the customer, typically used for communication, updates, notifications, or verification purposes. This number is an essential part of customer service, marketing, and customer relationship management.
Join date – refers to the specific date when a customer first registered, signed up, or became a part of a particular service, membership, or program. It typically marks the beginning of the customer’s relationship with the company or organization.
Last bill number – in a customer info report typically refers to the most recent invoice or billing reference number associated with a customer’s account. It helps track the latest transaction, providing a unique identifier for that particular bill.
Last purchase date – refers to the most recent date on which a particular customer made a purchase or transaction. This is typically a data point used to track customer activity and engagement over time.
Last Purchase Amount – in a customer information report refers to the monetary value of the most recent transaction made by the customer.
Total Bill Count – in a customer information report typically refers to the total number of bills or invoices generated for a particular customer within a specified period. It tracks how many transactions or billing events occurred for that customer.
Total Sold Value – typically refers to the total monetary value of the products or services that have been purchased by the customer over a specified period or during the entire duration of their relationship with the company.
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