Sunday, June 9, 2019

Sales by Customer Report is defaulted in showing Parent Customer and its Sub Customers

Navigate to Reports > Sales > Sales by Customer, Parent Customers and Sub Customers are shown.

If the desired view is to have it defaulted to Parent Customers only, follow these steps:

1.       Navigating to Reports > Sales > Sales by Customer.

2.       On the footer,  click on Options (Tool Icon)

3.       Set the Expand Level to Collapse All.

When you Navigate every time on Reports > Sales > Sales by Customer, the report will show the Parent Customers.

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