Sales Analysis - By Customer

 

Function

This task provides an inquiry into sales history of units, sales, and costs for a particular customer. Depending on how the Sales Analysis By Customer parameter is set up, this inquiry can display sales analysis information down to the item level.

 

=> To access this task...

Select By Customer from the Sales Analysis main menu.

 

Sales Analysis By Customer

 

About the Fields

The fields displayed on the screen are those pertaining to the level of detail set for analysis in the Parameter Maintenance task. Screens may display one, two, or all of the fields below.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record.

In the Year field...

  • Enter the year for the analysis. Skipping this field will cause a default year to appear.

 

In the Customer ID field...

  • Enter a valid Customer ID number.

  • Click Click to select from a list of customer records.

  • Click Record Query button to select from a list of customer numbers with sales analysis.

In the Product Type field...

  • Enter a valid product type code.

  • Click Record Query button to select from product types with sales analysis.

  • Click Click to select from a list of product types.

In the Inventory Item ID field...

  • Enter a valid inventory item number.

  • Click Record Query button to select from items with sales analysis.

  • Click Click to select from a list of item numbers.

The sales data for the customer/product/item is displayed.

  • Click Clear Form button to clear the selections on the window.

  • Click the "Close Window" button to return to the Sales Analysis main menu.



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