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Sales History


 

OVERVIEW

 

The Sales History utility provides detailed Sales History information per account.  The information can be filtered by account, customer, Mfg and Part Number, and Date.

  

SETUP PROCESS

 

Sales History can be accessed through

 

File | Account Maintenance | Sales History    

OR

File | Inventory Maintenance | Sales History

OR

Reports | Sales History

 

Enter Store Number.

Enter the Account Number and press Enter.

Select the Customer if applicable. 

Enter the Mfg and Item Number (part number), if necessary.

Click Show For Date Range to filter the date range for the search.

Click Include Comments if desired.

Click Show GP (Gross Profit) if desired.

Click on the Show Results button.

When the information is brought to the screen, users will be able to view:

Users can click on any of the headings and the information will be sorted by the heading selected.

Users may highlight a transaction or line item and click View Ticket to view the entire ticket.

 



See also

Report Library
Sales By Item By Account
Sales Recap
Transactions By Time Of Day


Sales History Last Updated On 6/26/13 JMM