# Customers

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### Stock Sold by Customer Report

The Stock Sold By Customer Report provides a comprehensive overview of all items purchased or returned by a specific Customer.

**Configuration**

To generate a **Stock Sold By Customer Report**, you specify the Customer ID for the Customer whose purchase and return history you want to review.

**Metrics**

The report shows the following key information:

<table><thead><tr><th width="197">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Order Number</strong></td><td>The unique identifier for the order associated with the transaction.</td></tr><tr><td><strong>Date</strong></td><td>The date when the purchase or return transaction occurred.</td></tr><tr><td><strong>Product</strong></td><td>The Product Title and Product Code.</td></tr><tr><td><strong>Brand</strong></td><td>The Brand name of the product, including Brand Code.</td></tr><tr><td><strong>Variations</strong></td><td>Unique product variations like Size, Colour and Style.</td></tr><tr><td><strong>Quantity</strong></td><td>The number of units purchased or returned.</td></tr><tr><td><strong>Gross Sale Price inc. Tax</strong></td><td>The total sale price of the item, including Tax.</td></tr><tr><td><strong>Grass Sale Price exc. Tax</strong></td><td>The total sale price of the item, excluding Tax.</td></tr><tr><td><strong>Cost Price</strong></td><td>The cost price of the item.</td></tr><tr><td><strong>Margin (%)</strong></td><td>The profit margin percentage for the sale.</td></tr></tbody></table>

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**About the Stock Sold By Customer Report**

This report enables effective tracking of customer buying behaviour and inventory movement. You can analyse purchasing patterns and return activity in detail

By reviewing the information provided, you can better understand customer preferences, manage inventory levels, and optimise sales strategies tailored to individual customers.
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### Top Customers Report

The Top Customers Report highlights your highest-performing Customers based on total sales, providing valuable insights into customer behaviour and engagement.

**Configuration**

To generate a Top Customers Report, you can configure the following options:

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#### Choose a Date Range

Specify the period you want to analyse customer sales for.
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#### Filter by Customer Type or Sales Channel

Choose to filter by different Customer Types (e.g. Retail, Trade) or Sales Channel (e.g. Website, Store, Marketplaces)
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**Metrics**

The report shows the following key information:

<table><thead><tr><th width="287">Metrics</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Customer</strong></td><td>The Customer Name and Customer Code.</td></tr><tr><td><strong>Customer Email</strong></td><td>The Customer's email address.</td></tr><tr><td><strong>No. Orders</strong></td><td>The total number of orders the Customer placed during the Date Range.</td></tr><tr><td><strong>Total Value</strong></td><td>The cumulative value of all Orders made by the Customer.</td></tr><tr><td><strong>Gross Profit</strong></td><td>The total profit generated from the Customer’s Orders.</td></tr><tr><td><strong>Margin (%)</strong></td><td>The profit margin percentage for the Customer’s Orders.</td></tr><tr><td><strong>Last Invoice Value (B2B)</strong></td><td>The value of the most recent invoice issued to the Customer.</td></tr><tr><td><strong>Last Invoice Date (B2B)</strong></td><td>The date when the last Invoice was generated.</td></tr><tr><td><strong>Days Since Last Invoice (B2B)</strong></td><td>The number of days elapsed since the last Invoice was issued to the Customer.</td></tr></tbody></table>

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**About the Top Customers Report**

This report lets you identify your most valuable customers and assess their purchasing trends.

By analysing their sales data, you can develop targeted marketing strategies, enhance customer relationships, and focus on retaining top clients, ultimately driving more revenue for your business.
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### Customer Account Balances Report

The Customer Account Balances Report overviews Customer Account Balances across various currencies, helping you manage financial relationships and payment tracking effectively.

**Configuration**

To generate a Customer Account Balances Report, you can configure the following options:

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#### Choose a Customer or Customer Type

Specify the individual Customer or Customer Type on which to report.
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#### Choose a Start and End Year

&#x20;Choose the starting year and ending year for the balance analysis.
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**Metrics**

To identify customers, the report generates the following information:

<table><thead><tr><th width="183">Metric</th><th>Summary</th></tr></thead><tbody><tr><td>Customer Number</td><td><p></p><p>The unique identifier assigned to each customer.</p></td></tr><tr><td>Customer ID</td><td>The identification number for each customer within the system.</td></tr><tr><td>First Name</td><td>The first name of the customer.</td></tr><tr><td>Last Name</td><td>The last name of the customer.</td></tr><tr><td>Postcode</td><td>The postcode of the customer’s registered address.</td></tr><tr><td>Country</td><td>The country in which the customer is located.</td></tr></tbody></table>

To evaluate the Customer's Balance, the report generates the following information:

<table><thead><tr><th width="247">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Balance by Currency</strong></td><td>The current Account Balance for each Customer, broken down by Currency.</td></tr><tr><td><strong>Sales Channels</strong></td><td>The Sales Channels through which the Customer has conducted transactions.</td></tr><tr><td><strong>First Payment Date</strong></td><td>The date of the Customer’s first recorded payment.</td></tr><tr><td><strong>F</strong>i<strong>rst Payment Type</strong></td><td>The method used for the customer’s first payment.</td></tr><tr><td><strong>First Open Payment Date</strong></td><td>The date of the customer’s first open (unsettled) payment.</td></tr><tr><td><strong>First Open Payment Type</strong></td><td>The method used for the customer’s first open payment.</td></tr></tbody></table>

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**About the Customer Account Balances Report**

This report helps you to understand each customer's financial status and outstanding balances.

By reviewing account balances across different currencies, you can effectively manage customer accounts, ensure timely payments, and improve overall financial oversight.
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### Customer Spending Report

List customer spending per month over a configurable set of years.

**Configuration**

To generate a Customer Spending Report, follow these steps:

{% stepper %}
{% step %}

#### Choose a Customer

Select the Customer for whom you wish to generate the report.
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#### Choose a Start and End Year

Select the first and last year to include in the report.
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**Metrics**

The report provides the following metric:

* **Monthly Spending**: Displays the Customer’s spending for each month (across all Sales Channels), year-by-year.

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**About the Customer Spending Report**

The Customer Spending Report is beneficial for B2B scenarios, offering a detailed breakdown of spending activity for a particular customer over a set period.

This report is invaluable for identifying spending trends and patterns, helping you assess your customers' loyalty or purchasing behaviour.
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### Customer Segmentation Tool

Venditan Commerce allows you to define a group of customers using a combination of filters, segment the customers that match those filters, and then export them into a CSV for marketing purposes.

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Learn more: [Customer Segmentation Tool](https://docs.venditan.com/docs/customer-management-crm/customer-segmentation)
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