TABLE OF CONTENTS



Overview

This guide explains how to view sales details for an individual customer in Core step by step, including filtering by customer, duration, and columns.



Step 1: Navigate to the Reports Module

  • From the Core Menu, go to the Reports Module.


 

Step 2: Access the Customer Tab  

  • Click on the Customer Tab.
  • Now, scroll down to the All Sales Details By Customer.


Step 3: Search by Customer & Duration

  • You can search by Customer by entering the desired Customer's Name.



  • Select a duration for which you want to view the Sales Details of the selected Customer. Choose a starting date under From and an ending date under To.



Step 4: Choose Customised Columns

  • Choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.



Step 5: Generate and View Reports

  • Once done, click on the Generate & View Reports.



  • To generate the Report, select the desired format.



  • After generating the Report, you can download it by clicking on the Download Icon.



The generated Report can be downloaded multiple times within 30 Days.


The Sales Detail By Customer page will display the following:


  • Sr # 
  • Date Created
  • Invoice
  • Customer
  • Sales Source
  • Item Type
  • Item Name
  • Per Unit
  • Booking Date/Time
  • Per Unit Disc
  • Discount Reason 
  • Qty
  • Sub Total
  • Total Tax
  • Total Due
  • Payment Method
  • Processed By




For a list of terms used in the Wellyx application & across the support website, please consult our Glossary.