Tracking Customer Sales by Category
DDMS uses information provided through order entry and sales journals to build a cumulative sales history for each customer. You can build history on customer’s total sales or on specific items.
Customer sales history is displayed in the Customer History Total Sales tab. This tab breaks down the customer's sales history into individual categories: sales, costs, gross profit percentages, and customer budget. These categories are broken down by monthly totals, which allows you to analyze cost usage for your customers with budget reports. (The Budgeted Usage Report and the Budgeted Department Report can be printed through the (UR) Sales Report screen.)
If you begin keeping sales history for a customer at mid-month or mid-year, the boxes do not compare. For example, if you begin keeping history for a customer in the middle of January, the information for that month does not compare to other months since the information for January is only for half a month. Specify the customers you want to keep sales history for in the (LA1) Customer History Parameters screen. For more information on this screen, see In the (LA1) Screen.
Note: The customer sales history information updates during the (MA) Daily Backup Procedure.