By Customer
Efficiently track and manage sales with this job dedicated to fetching sales data from Zoho Books, categorized by customer.
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Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| customer_name | Customer name |
| month | Month of the sales data |
| sales | Sales amount |
| sales_with_tax | Sales amount with tax |
| count | Count of transactions |
| currency_code | Currency code of the transactions |
| customer_id | Zoho Books ID used to refer to the customer |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select sales transactions with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select sales transactions with billing date on or before end_date. Format - YYYY-MM-DD |
| customer_id | Select transactions related to a particular contact (customer_id) |