Sales by Customer SKU Report
The Sales by Customer SKU report shows the total quantity of products sold per customer and per SKU, using the date when shipments were created as the basis for the reporting period.
This is the most accurate way to measure fulfilled / despatched sales — it reflects when goods actually left your warehouse rather than when the order was placed.
Key characteristics
- Time period is determined by shipments.created_at
- Only fully shipped orders (shipped = 2) with valid, non-cancelled, non-credited, non-returned, non-consignment shipments are included
- Very useful for: actual revenue recognition, stock movement analysis, commission calculations, daily/weekly performance tracking
How the Report is Calculated
Core filtering & logic:
- Orders must be:
- Not cancelled (cancelled_at IS NULL)
- Not credited (credited = 0)
- Allocated (allocated = 1)
- Not consignment (consignment = 0)
- Fully shipped status (shipped = 2)
- Not returned (returned = 0)
- Only product line items are counted (sellable_type = 'App\\Models\\Products')
- Line items must not be soft-deleted (sales_items.deleted_at IS NULL)
- Only shipments created within the selected period are considered (shipments.created_at)
- Data is grouped by:
- Product (id + name + variant + sku)
- Customer (name)
- Product category
- Quantities are summed from sales_items.qty
- Results are sorted by total quantity sold (highest first)
Most important timing note An order placed months ago but only shipped today will appear in today's report. An order shipped yesterday will not appear in today's report — even if it was placed today.
Report Columns
| Column | Description | Example |
|---|---|---|
| Item Name | Product name + variant (if present) | Widget Pro X - Blue |
| Account Name | Customer / contact name | Acme Manufacturing Ltd |
| SKU | Product SKU code | WGT-PRO-X-BLU-001 |
| Qty Sold | Total units shipped for this product → this customer on the selected shipment date range | 342 |
| Item# | Internal product ID | 12487 |
| Last Sold | Date & time of the most recent shipment created for this product/customer combination | 19/01/2026 14:35 |
| Category | Product category name | Industrial Widgets |
Accessing & Filtering the Report
- Navigate to Reports → Sales Reports in Planufac
- Choose Sales by Customer SKU
- Set your desired filters:
- Date range → applied to shipment creation date
- Specific customers/accounts
- Product categories, brands, or group.
- Export → CSV, Excel
Common Questions & Clarifications
Why is this different from order-date based reports? Order-date reports count sales when the customer placed the order. This report counts them when you actually shipped them → much better for logistics, cash-flow, and performance tracking.
Can I see both order date and shipment date versions? Currently they are separate reports. Ask your Planufac account manager or support if you need both formats regularly — custom variants can sometimes be arranged.
Last Sold is outside my date range — is this a bug? No. Last Sold shows the most recent shipment date for that product/customer combination across all history, not just your selected reporting period.
I see duplicate rows for the same customer + SKU This normally happens when the same SKU has different variants. The Item Name column includes the variant name to distinguish them.
Best Use Cases
- Daily/weekly despatch performance per customer
- Real shipped volume for commission & target tracking
- Identifying which customers are receiving which products right now
- Quick check of today's hot SKUs by account
- Preparing customer-specific fulfilment summaries
Last Updated: 19 January 2026