Ask most sales or accounting teams which customers drove revenue last quarter, and you'll usually get an estimate, not an answer. The real numbers are scattered across dozens of invoices, and pulling them together usually means exporting to Excel and building a pivot table from scratch.
Sales by Customer, found under Sales > Invoices > Sales by Customer, skips that step. It rolls up invoice activity by customer and lets you drill all the way down to the line item, right inside Cetec ERP.
What You Can Filter On
The report opens with a filter bar that covers the ways people actually want to slice sales data:
- Customer, so you can pull up a single account or leave it open to see everyone
- Intercompany, useful if you're running multiple entities and need to isolate or include intercompany sales
- Status, to look at open invoices, closed invoices, or both
- Date and Date Type, so you can filter by invoice date or another date type depending on how your team tracks activity
- Credit Memos, which you can include or exclude depending on whether you want gross sales or net of returns
None of these filters are exotic, that's the point! They match the questions people already ask: how much did we sell to this customer, in this window, at this status.
Expand Into Line-Level Detail
Once the report runs, customers are grouped with a running total next to each name. Click into a customer and the report expands into every invoice line behind that total, bill to and ship to address, invoice number, invoice date, status, part number and description, quantity, resale pricing, tax, freight, and invoice total.
That's the useful part.The customer total gives you the who, the line-level detail gives you the why - which parts, which invoices, and which orders are driving that number.
What does this do for me?
It replaces a manual export. Instead of pulling invoice data into a spreadsheet to build a customer summary, the report already groups and totals it for you.
It supports both quick checks and deep dives. Collapsed, it's a fast way to see revenue by customer. Expanded, it's detailed enough for a controller reconciling invoice totals or a sales rep prepping for a customer call.
It respects how your business is actually structured. The intercompany filter matters for multi-entity companies, and the credit memo toggle matters for anyone who needs gross versus net sales for reporting.
A Few Use Cases
- A sales rep prepping for a quarterly business review with a customer can pull that customer's full invoice history in seconds, including what parts they're actually buying, not just what was quoted.
- A controller closing the month can use the status and date filters to confirm open invoice totals by customer line up with AR, without cross-referencing multiple reports.
- An account manager who suspects a customer's order volume is dropping off can filter by customer and date range across a few quarters to see if the trend is real.
Key Takeaway
Sales by Customer turns a manual reporting task into something you can pull up in a couple of clicks. Filter it down to a single customer and a single quarter, or leave it wide open to see the full picture, and either way you're looking at real invoice data, not a reconstruction of it.
Related articles
