Use this program to print customer sales history using the information from Customer F/M. Template and printer settings are also available in this report.
The SO Daily Sales Register and AR Sales Register update the information used in this report.
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Access this program by choosing Accounts Receivable-->Reports & Prints-->Sales History Report.
1. Select the order in which you would like the report to appear. The options are Customer, Alpha, Salesperson/Territory and Customer Class (K).
2. Select the beginning order choice to print. For instance, if you set the report to print in Customer order, select the first customer that should appear. Press F1 to default to FIRST.
3. Select the ending order choice to print. For instance, if you set the report to print in Customer order, select the last customer that should appear. Press F1 to default to LAST.
4. Select which branches to include. The entry must be a valid in the system. The program defaults to the branch assigned to the terminal. Press F1 to default to ALL.
5. Select the time periods to include: Month-to-date, Year-to-date and/or Prior year. Press F1 to default to ALL.
6. Select the types of figures to include. The options are Sales, Cost, Gross margin and/or gross margin Percent (%). Press F1 to default to ALL.
7. Indicate whether or not to use a cutoff based on the figures you selected. The default is No cutoff. You can also cutoff customers Above or Below the figures selected. If you indicate a cutoff, you also need to indicate the amount in the next field.
Note that if you do not select a cutoff, the report will include all sales figures for the selection you are printing. For example, if you set the report to print in customer order and select no cutoff, all zero balance customers (i.e., those never sold to) print on the report. The program defaults to unselected and skips to the end of the fields.
8. If you indicated a cutoff, enter the cutoff amount. The basis of the cutoff is the first figure and the type of cutoff you selected (above or below). For example, if the figures chosen were SCP, the cutoff was set to Below and the amount was $500, then customers with sales figures below $500 (for the time period chosen) do not print.
If you selected No Cutoff, the program skips this field.
9. Select OK or press Enter (CR) to run the report.