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