Use the Customer Sales History window to view a customer's sales dollars and your gross profit percentages by month for two consecutive years. The window displays the difference between the two years in gross profit percentages, and you can move forward and backward through the years of sales history for a customer.
Note: If you select a customer that is a parent customer, or has dependent customers, the system displays information for the parent customer and all its dependents.
To view customer sales history information:
From the A/R menu, select A/R Inquiry to display the A/R Inquiry window.
Populate the A/R Inquiry window.
From the Inquiries menu, select Customer Sales History to display the Customer Sales History window.
Review the following information for each month, as needed:
|
Column |
Description |
|
(First Year) |
The sales made during the first year. If you have not changed the year, this is last year's sales. |
|
GP% |
The amount of profit your company made from the first year's sales. If you have not changed the year, this is last year's gross profit percentage. You must be assigned the COGS.VIEW authorization key to view GP% information. |
|
(Second Year) |
The sales made during the second year. If you have not changed the year, this is this year's sales, to date. |
|
GP% |
The amount of profit your company made from the second year's sales. If you have not changed the year, this is this year's gross profit percentage, to date. |
|
Diff% |
The difference in gross profit percentage between the two years displayed. If the sales amount for the same month each year is zero and the gross profit for the same month each year is zero, this column displays -100.0%. |
To view the sales history for different years, from the Options menu, select one of the following:
To view the sales history for an earlier year, such as 2001, select Previous Year.
To view the sales history for a later year, such as 2004, select Next Year.
From the File menu, select Exit to return to the A/R Inquiry window.
See Also: