Customer Monthly Sales Report - Complete Implementation Guide

This comprehensive guide walks you through implementing a powerful Customer Monthly Sales Report feature in Ultimate POS, providing detailed insights into customer purchasing patterns with monthly breakdowns and profit analysis.

Overview

The Customer Monthly Sales Report feature provides:

• Monthly Sales Breakdown: View sales for each customer across all 12 months
• Profit Analysis: Calculate gross profit and profit margins per customer
• Summary Statistics: Total customers, transactions, sales, and profit metrics
• Advanced Filtering: Filter by location, payment status, staff, and more
• Customer Details Modal: Detailed view of individual customer transactions
• Responsive Design: Modern UI with interactive summary cards

Prerequisites

• Ultimate POS system installed and running
• Laravel 8+ with proper database setup
• Access to database and codebase
• Basic knowledge of Laravel, PHP, Blade templates, and DataTables
• Understanding of database relationships

Step 1: Database Structure

The report uses existing Ultimate POS tables. Ensure these tables exist and have proper relationships:

-- Core tables used
- transactions
- transaction_sell_lines
- transaction_sell_lines_purchase_lines
- purchase_lines
- contacts
- variations
- products
- business_locations
- users

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