Customer Product Summary Report
Shows, for each customer and product, the latest price you sold at (with its unit) and the lowest and highest prices ever charged.
Menu: Reports › Partner Reports › Customer Product Summary Report
What it's for
Use it before quoting a customer, so you offer the price they're used to, and to check that customers aren't charged very different prices for the same product. The prices are the customer's price history that CIRMS keeps from their sales.
ABC Grocery calls for 20 cases of Softdrink 1.5 L. The salesman filters the customer and product: Latest Price 640.00 per case on 2 May, Lowest Price 615.00, Highest Price 650.00. He quotes 640.00.
Filters
Click Filters to narrow the report. You can filter by:
Customer, Product, Chinese Name, Description, Brand, Latest Unit, Latest Unit Qty, Latest Price, Latest Fields' Updated Date, Lowest Price, Highest Price, Remarks.
Columns
| Column | What it shows |
|---|---|
| Customer | The customer. |
| Product | The product name. |
| Latest Unit | The unit of the latest sale. |
| Latest Unit Qty | How many default units that unit holds. |
| Latest Price | The price of the latest sale. |
| Latest Fields' Updated Date | When the latest price was recorded. |
| Lowest Price | The lowest price this customer has paid. |
| Highest Price | The highest price this customer has paid. |
| Remarks | A remark on the customer's price. |
Also shows: Chinese Name, Description, Brand.
For searching, express filters, sorting, column settings, exporting and printing, see About reports.
Settings that affect this module
Your administrator can change these in Settings (see About settings). Click a section to see the choices.
Generic Settings › Product Pricing