Reviewing Customers' Sales Activity

Perform a sales inquiry to get a quick overview of a customer's account activity. The inquiry shows the customer's order and balance information, along with its contact information. You can list open orders, invoiced orders, or bids. You can also drill down to view or edit an order.

The screen title changes, depending on the inquiry type. In the example below, for instance, the inquiry is about open orders, not A/R items or credits.

To perform a sales inquiry about a customer:

From the Orders > Inquiries menu, select Sales Inquiry.
In the Customer field, enter the customer you are inquiring about.
Review the sales inquiry fields, as needed. The fields vary depending on the View menu options you select.

Field	Displays...
Customer	customer's name and address.
Contact Information	customer's first three Customer Maintenance contacts and their phone numbers.
Order #, Invoice #,or Bid #	order numbers, invoice numbers, or bid numbers. Orders and bids sort by number, while invoices sort by posting date. Use hot keys to change the listing and field name.
Customer PO #	any purchase order numbers.
Branch	pricing branch.
Balance	open amount on each order or A/R invoice, or amount of each bid.
Ship Date	expected shipping date for each order or bid.
Avail Date	available date (or Now) for each order or bid.
Status	order status for each order or bid.
Ship Via	ship via selection for each order or bid.
Posting Dt	date each A/R item was posted to the general ledger.
Product	product you specify. Use to list only orders with that product.

If you want to narrow the list of orders to those that contain a specific product, enter a product in the Product field.
View or edit specific orders, as needed.

To...	From the View menu, select...
open the selected transaction for viewing	View Item
open the selected transaction for editing	Edit Item

Use the following View menu options, as needed.

To...	Select this View menu option...
refresh the information displayed	Update
list open (unshipped) orders (the default)	Open Orders
list items already invoiced	A/R Items
list bids	Bids
list credit orders, which are used for returns	Credits

If you need to enter delivery details for an order, from the File menu, select Arrange Delivery. The selected order opens with the Detail Schedulingtab displayed.
If you want to change the currency in which sales activity displays, from the Currency menu, select Currency Exchange. When you display sales activity in any currency other than the U.S. Dollar, the currency displays in red in the lower-right corner.
To perform a new inquiry, simply enter a different customer in the Customer field, or exit the window.