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Sales Report by customer group

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  • Sales Report by customer group

    One of the main reasons we went with 3DC over some of the other solutions was the customer groups (aka the ability to offer different pricing/products to different user groups such as retail & wholesale). I was very surprised when I went in to run a report today on Sales by customer group only to find it was not available as a report.

    Has anyone found a way to get at this data? Unfortunately we keep everything about transaction details in 3DC and only enter daily sales etc. into Quickbooks so I cannot get the data anywhere else. :confused:

    Any thoughts would be greatly appreciated.

  • #2
    For anyone who stumbles across this thread, after opening a support ticket I got a response from Jimmy which lead me to look more closely at the "Sales Summary" report which actually has exactly what I need.

    So, if you want to see what your sales are by Customer Group (e.g. Wholesale/Retail), then look no further than the Sales Summary report.