Use this program to review a customer’s period-to-date and year-to-date purchases for a specific item. You can also track customer buying patterns for the period or year for each customer location.
To display customer/item month-to-date and year-to-date inquiry information:
1. Specify the Customer and Item.
2. (Optional) If the customer selected has several period-to-date and year-to-date purchases, you can click Customer Item PTD/YTD by Item to open the Customer/Item PTD/YTD file for the specified customer or scroll through customer/items to review sales volume of each item.
3. Specify the Ship-to. If the selected customer has several locations, you can review sales volume of the item selected at each of the customer’s locations. Press Enter to default to SAME, which refers to the ship-to address that is set as the default in the customer’s master file (Customer F/M in Accounts Receivable). Press F2 to search of the ship-to addresses available for that customer.
4. (Optional) Click the Show Chart check box to indicate you want to view customer/item PTD/YTD information graphically.
When you select this check box, the Chart Contents section is enabled, where you can select the types of customer information for the graph. The Chart displays sales, cost, gross margin, units or number of invoices in a graphical format based on your selections below. The chart also allows comparison graphing of sales vs. gross margin or any other combination of sales, cost, and gross margin.
5. (Optional) Click the Sales, Cost, GM, GM%, Units and # of Inv (number of invoices) check boxes to include each type of information on the chart for the customer/item PTD/YTD information.
6. When you have finished viewing historical sales information the specified customer/item selected, click Done to return to the Customer field. Enter the customer number for the inquiry or click Done to exit.