Help Centre menu

Reports · 4 steps

See sales by customer and item

Find out who your best customers are, which items sell most and which invoices you raised in a period.

1Rank your customers

Open Top Customers. It lists customers by Total Billed in the period, with what each still has Outstanding — useful before you chase payments or offer a discount.

Scalar360 screen: Rank your customers
Numbered outlines show what to click, in order.

2Find your best-selling items

Open Top Items to see each item with its SKU, Qty Sold and Revenue for the period.

Scalar360 screen: Find your best-selling items
Numbered outlines show what to click, in order.

3List every invoice in the period

Open Sales Register for a day-by-day list of invoices with their totals — handy for end-of-day checks or matching against the bank.

Scalar360 screen: List every invoice in the period
Numbered outlines show what to click, in order.

4Compare your salespeople

Open Salesman Performance from the Sales group and choose a Custom period that has sales in it, such as 1 August to 13 October 2026. Each salesperson appears with their bills, net sales and gross margin (taxable value minus cost of goods).

Scalar360 screen: Compare your salespeople
Numbered outlines show what to click, in order.
Track overdue invoices and vendor duesSee which customers owe you, how long invoices have been overdue, and what you owe your vendors.Find and run a reportSearch the library, open a report and choose the period it covers.

Still stuck? Contact our support team — or start a free trial to try this in your own company.