The Show Customer Sales screen is used to calculate total sales for your customers. When a customer order is complete, the Cashier presses ID and enters the Customer’s Card Number. Retail  then attaches the customer card number to the transaction.


  1. Select Show Customer Sales from the Point of Sales/Store Sales menu and enter the Start DateStart_Date and End DateEnd_Date for the time period you want to review.  
  2. To select a single product to review for the reporting period, enter the same UPCCustomer_Sales_by_UPC in the both UPC code fields.
  3. To select a range of products to review for the reporting period, enter the first UPC code in the range in the left UPC code field and the last UPC in the range in the right UPC code field.
  4. To select DepartmentCustomer_Sales_by_Department sales to review, select the department from the drop-down list and press Execute Query in the toolbar.
  5. To select SectionCustomer_Sales_by_Section sales to review, select the section from the drop-down list and press Execute Query in the toolbar.
  6. To select VendorCustomer_Sales_by_Vendor sales to review, select the vendor from the drop-down list and press Execute Query in the toolbar.
  7. To selectCustomer_Sales_by_Total_Store_or_Other Total Store sales or any other selection to review, select the category from the “ Other” drop-down list and press Execute Query in the toolbar.
  8. Click the Include Related Products boxInclude_Related_Products to include all products with the same items code.

Once you make your selection, the calculation can take some time. The progress of the calculation is displayed at the bottom of the screen. In order to pull sales by customer, the customer has to be set up in Customer Maintenance and they must use their customer card when making purchases.  

After the grid has been populated, you can sort the results by clicking on any heading in the grid. By default, the customers are sorted by card number. For example, double-click on the Total heading to sort by highest sales for the time period.

    • To print this report, click the Print preview button from the tool bar.
    • To pull up sales by department for a selected customer, highlight a selected customer in the list box and press the Total button in the toolbar.  A dialogue will display the sales for each department.

Tip: Once the list is displayed, you can use the Customer Filter ButtonCustomer_Filter in the toolbar to filter the list box according to the Cost, Price, Gross, Zip code, etc.

Note:  The calculation used for the Sales is the same calculation used in the Show Store Sales (Department) function: Total Sales (excluding taxes & coupons) – Coupon Multiples (e.g. double coupon amounts) – Discounts (customer, line item & order level) – Electronic Coupons.

See Also:

Customer Groups