Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
Anonymous
shared this idea
-
Adlite Electricals
commented
This is very much required function for such a good Software but without eyes. We need these eyes for better insight
-
ram
commented
hi,
need to take Customer wise profit reports. can you please support.
-
Anonymous
commented
The items and sales by a customer needs to be a link/tab in the customer record. All things pertaining to a customer should be in the customer record. For example, all products (Items) sold to a customer should easily be already listed for the current period (with ability to change viewable dates) along with filtering and sorting functionality. Again, this should already be in each customer's record, not elsewhere and not a manual procedure each time. thank you.
-
Anonymous
commented
Yes that would help us a lot.
-
Salman Tayyab Bagat
commented
Customer wise profit helps to allocate time on the right customers.
-
Margaret Luebbert
commented
This would save SO much time! Need need need!
-
Anonymous
commented
Also, add the option to display a column for Notes
-
Andrew French
commented
I need this functionality too. Be good to know which customers make us the most amount of profit.