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::
From the Orders > Reports menu, select Customer Product Sales History.
In the Branch/Territory/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.
In the As of Date field, enter 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.
In the Customer Level field, specify whether to report on the customer Bill-To or Ship-To.
Specify the customer name:
If you specified a Bill-To customer level, enter the customer name in the Bill-ToCustomer field.
If you specified a Ship-To customer level, enter the customer name in the Ship-To Customer field.
In the Directs field, specify whether to Include, Exclude, or Only include direct vendor shipments in the report.
If you want to limit the report to products with customer-specific part numbers, enter Yes in the Select Customer Specific Only field. The default is No.
See Also: