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(Created page with " Customer History Do you know how to get a date driven sales history from within a product? Select Inventory from the Main Menu then Product Express List Select Product Then ...")
 
 
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'''Customer History'''
  
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Customer History
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Do you know how to get a date driven sales history from within a product?
  
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Do you know how to get a date driven sales history from within a product?
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*Select the '''Inventory''' Module from the '''Main Menu''' then the '''Product Express List '''
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*Select a '''Product''' and then the '''Customer History''' tab
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Select Inventory from the Main Menu then Product Express List
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*This screen displays a list of all the '''Customers''' that have been sold that particular product within the selected date range  
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Select Product
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*You can '''Drill Into''' the Invoice by double clicking on the line entry.  
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*Select the '''Supplier History''' Tab to view the purchases of a particular product within the date range selected
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Then Select Customer History tab - this will open up a screen with a list of all the customers that
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*You can also '''Drill Into''' the line entries to view the actual purchase Orders.
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have been sold that particular product within the date range selected (this can be altered). You can  
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drill into the Invoice by double clicking on the line entry.  
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Select the Supplier History Tab to view the purchase of a particular product within the date range
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selected - You can also drill into the line entries to view the actual purchase Orders.
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Within these lists filters can also be applied to view specific details. Refer Filters<LinkId=391>
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Latest revision as of 16:57, 31 October 2011

Customer History

Do you know how to get a date driven sales history from within a product?

  • Select the Inventory Module from the Main Menu then the Product Express List
  • Select a Product and then the Customer History tab
  • This screen displays a list of all the Customers that have been sold that particular product within the selected date range
  • You can Drill Into the Invoice by double clicking on the line entry.
  • Select the Supplier History Tab to view the purchases of a particular product within the date range selected
  • You can also Drill Into the line entries to view the actual purchase Orders.