Running the Customer Product Sales History Report

Run the Customer Product Sales History Report to see a history of all the products a customer purchased from you over any year's period. You can limit the report to certain price lines or product statuses, if needed. Because of the thoroughness of the report, it takes considerable time to complete.

The report columns list each product's:

• Part number, and any customer-specific part number.

• Product description, and unit of measure.

• Total number of products ordered.

To run the Customer Product Sales History Report:

1. From the Orders > Reports menu, select Customer Product Sales History.

2. In the Br/Tr/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.

3. In the As of Date field, press F10 and specify the calendar date that determines which transactions are reported. Transactions with dates within the prior 12 months are reported. You can also specify the date using variable dating.

4. In the Customer Level field, press F10 and specify whether to report on the customer:

• Bill-To

• Ship-To

5. Specify the customer name:

• If you specified a Bill-To customer level, enter the customer name in the Bill-To Customer field.

• If you specified a Ship-To customer level, enter the customer name in the Ship-To Customer field.

6. In the Directs (Inc/Exc/Only) field, press F10 and specify whether direct vendor shipments are included in the report, or whether to report on directs Only. Choose from:

• Include

• Exclude

• Only

7. If you want to limit the report to products with customer-specific part numbers, enter Y in the Select Customer Specific Only (Y/N) field. The default is N.

8. Set options, if needed, and generate the report.

See Also:

Sales Reporting Overview