Customers
Delve deeper into your customer data with detailed customer spending reports, product performance by customer, and an in-built Segmentation Tool.
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:
Order Number
The unique identifier for the order associated with the transaction.
Date
The date when the purchase or return transaction occurred.
Product
The Product Title and Product Code.
Brand
The Brand name of the product, including Brand Code.
Variations
Unique product variations like Size, Colour and Style.
Quantity
The number of units purchased or returned.
Gross Sale Price inc. Tax
The total sale price of the item, including Tax.
Grass Sale Price exc. Tax
The total sale price of the item, excluding Tax.
Cost Price
The cost price of the item.
Margin (%)
The profit margin percentage for the sale.
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:
Metrics
The report shows the following key information:
Customer
The Customer Name and Customer Code.
Customer Email
The Customer's email address.
No. Orders
The total number of orders the Customer placed during the Date Range.
Total Value
The cumulative value of all Orders made by the Customer.
Gross Profit
The total profit generated from the Customer’s Orders.
Margin (%)
The profit margin percentage for the Customer’s Orders.
Last Invoice Value (B2B)
The value of the most recent invoice issued to the Customer.
Last Invoice Date (B2B)
The date when the last Invoice was generated.
Days Since Last Invoice (B2B)
The number of days elapsed since the last Invoice was issued to the Customer.
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:
Metrics
To identify customers, the report generates the following information:
Customer Number
The unique identifier assigned to each customer.
Customer ID
The identification number for each customer within the system.
First Name
The first name of the customer.
Last Name
The last name of the customer.
Postcode
The postcode of the customer’s registered address.
Country
The country in which the customer is located.
To evaluate the Customer's Balance, the report generates the following information:
Balance by Currency
The current Account Balance for each Customer, broken down by Currency.
Sales Channels
The Sales Channels through which the Customer has conducted transactions.
First Payment Date
The date of the Customer’s first recorded payment.
First Payment Type
The method used for the customer’s first payment.
First Open Payment Date
The date of the customer’s first open (unsettled) payment.
First Open Payment Type
The method used for the customer’s first open payment.
Customer Spending Report
List customer spending per month over a configurable set of years.
Configuration
To generate a Customer Spending Report, follow these steps:
Metrics
The report provides the following metric:
Monthly Spending: Displays the Customer’s spending for each month (across all Sales Channels), year-by-year.
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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