To view customer sales history information:Use the Customer Sales History screen to view a customer's sales dollars and your gross profit percentages by month for two consecutive years. The screen displays the difference between the two years in gross profit percentages with the ability to move forward and backward through the years of sales history for a customer.
To view customer sales history information:
From the A/R menu, select A/R Inquiry to display the A/R Inquiry screen.
Use the Inq hot key to display the Additional A/R Inquiries menu.
Select Customer Sales History to display the Customer Sales History screen.
Note: This screen is also available as a stand-alone screen in your system. To display it without going through A/R Inquiry, go to System / System Programming / Program Editor. In the File Name field, enter BP. In the Edit Program field, enter CUS.SALES.HIST. In the Run Program field, enter CUS.SALES.HIST. In the second line, enter R, and press Enter. The Run Subroutine Program screen displays. Press Esc. The system displays the Customer Sales History screen.
The system populates the fields on the screen with the following information:
|
Field |
Description |
|
Cust Name |
The name of the customer whose sales history is displayed, based on the customer from the A/R Inquiry screen. |
|
Month |
Sales and gross profit percentages broken down by month. |
|
Year |
The sales dollars for a given month and year. |
|
GP% |
The gross profit percentage for a given month and year. If the sales for a month is zero but the gross profit is negative, then this column displays -100.0%. |
|
Diff% |
The difference in gross profit percentage between the two years displayed. |
To move forward or backward by year through the sales history, use the Change Year hot key. Press Alt-< (less than) to move backward in time, and press Alt-> (greater than) to move forward in time.
Press Esc to exit this screen.
See Also: