Analyzing client shopping behaviors helps you boost sales by uncovering purchasing patterns and identifying top-selling items to guide restocking decisions. In this guide, we explain viewing customer purchase reports, covering date-range reports, new customer analytics, client balance debt summaries, and other essential intelligence modules.
How to View Customer Purchase Reports in Al-Badr Sales Pro
First: Customer Reports
1- Customer Transactions Report
Viewing Customer Purchase Reports through this transaction module summarizes total client invoice values and cash collections across custom date ranges, allowing you to track daily revenues and sales performance accurately.
2- Customer Purchase Analysis Report
Viewing Customer Purchase Reports using this analysis tool reveals individual buying habits, highlighting frequently requested items and complementary products to help you understand client preferences and structure targeted promotional offers.
3- Inactive Customers Report
Viewing Customer Purchase Reports with this tracking feature flags accounts that stopped buying or received no visits recently, displaying inactive day counts and last visit timestamps to help re-engage accounts.
Second: Purchase Reports
1- Purchase Return Invoices Report
Viewing Customer Purchase Reports includes accessing supplier return logs across specified timeframes, detailing returned items, quantities, and total values to simplify vendor returns management.
2- Item Purchases Over Time Report
Viewing Customer Purchase Reports and inventory acquisition metrics provides comprehensive analysis across custom date ranges, detailing purchased quantities, returned items, and net purchases per supplier, category, and warehouse.
3- Credit Purchases Report
Viewing Customer Purchase Reports alongside unpaid supplier invoices tracks outstanding credit purchases, displaying invoice numbers, dates, vendor names, total amounts, paid balances, and remaining liabilities to manage payables.
4- Purchases by Supplier Report
This report summarizes total purchase operations per vendor over a specific timeframe, displaying invoice counts, gross purchase values, returns, and net purchases per supplier.
5- Item Purchases by User Report
This report outlines item purchase quantities and total values according to the specific user or employee who processed the procurement transaction, helping you monitor team performance and task allocation.
6- Purchase Returns Report
This report presents granular details on commodities returned to vendors over a selected period, specifying item titles, returned quantities, unit prices, and grand totals, with filtering options by supplier or invoice number.
7- Combined Purchase and Return Invoices Report
This comprehensive master report consolidates all purchase invoices and return records into a single interface, featuring filtering options by supplier, invoice classification, payment mode, and settlement status while displaying vendor invoice numbers, paid amounts, remaining balances, and system operator details.
