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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'''
  
Customer History
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Do you know how to get a date driven sales history from within a product?
  
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
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  
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
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.
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.