Items Sold to Customers Report

The Items Sold to Customers report lists quantity, amount, cost of sales, gross profit, and gross margin of items sold to customers.

Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select Range, you can enter a beginning and ending date.
  • Sort by: You can sort by customer ID, customer name, or customer ID then item ID.
  • Summarize report: Select this check box to summarize sales totals by customer.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.