Drill Down Sales Report by Customer Type

 

Function

The Drill Down Sales Report by Customer Type prints a report showing sales by period and by Customer Type as set up in the Customer Maintenance task on the Profile tab.

 

NOTE: View access to this report requires a proper security level set in Barista Administration > Security > Security Administration. See your System Administrator.

 

=> To access this task...

Select Drill Down Sale Report by Customer Type from the Accounts Receivable Reports menu.

 

AR Aging Analysis Report menu

Drill Down Sale Report by Customer Type

 

About the Fields

 

In the Period field...

  • Enter the period (quarter) to report.

In the Year field...

  • Enter the year to report.

When done making selections...

  • Click Run Process button when the information is correct and proceed with the printing.

  • Click Clear Form button to clear the form and begin again.

  • In the confirmation dialog box, click

    • [Yes] to clear the selections made in the Drill Down Sales By Customer Type selections.

    • [No] to return to the Drill Down Sales by Customer Type selection form.

Sample Total Sales By Customer Type

 

The first page of the report showing Total Sales by Customer Type for the requested period is then displayed. Notice that totals in the Total Sales column are hyperlinked. Clicking on the links causes the report to drill down to the next level.

 

Depending on which link you selected the corresponding Customer Total sales by customer type is displayed. Also note that the report has a option to return back a level. The BACK option is a hyperlink located above the Total Sales column.

 

Selecting the customer number hyperlink adds a tab to display the invoices that make up the total sales shown.

Sample Sales By Customer

 

Notice that customer numbers in the Cust # column are hyperlinked. Clicking on the links causes the report to drill down to the next level.

 

Depending on which link you selected the corresponding Customer Total sales by customer type are displayed. Also note that the report has a option to return back a level. The BACK option is a hyperlink located just above the Total Sales column.

 

Selecting the customer number hyperlink adds another tab to display the invoices that make up the total sales shown.

Sample Customer Invoices

 

Notice that invoice numbers in the Invoice # column are hyperlinked. Clicking on the links causes the report to drill down to the next level.

 

Depending on the invoice link you select the corresponding detail lines for that invoice are displayed. Also note that the report has a option to return back a level. The BACK option is a hyperlink located just above the Ext Price column.

Sample Customer Invoice Detail

 

See Output Options.



______________________________________________________________________________________

Copyright BASIS International Ltd. AddonSoftware® and Barista® Application Framework are registered trademarks.