Customer Evaluation

Using Customer Evaluation

You can access the Customer Evaluation dialog box from the Customer database or Order Entry.

Note: This feature is not included in all software packages and may require authorization. For more information, contact ECI² sales.

1. Double-click .

2. In the Customer database, select the customer for which to view pie charts and graphs. For details on selecting a customer, see Selecting a Customer.

3. Once you've selected the customer, click . (You can also access this information from Order Entry. For more information, see Viewing Customer Evaluation in Order Entry.)

4. In the Customer Evaluation dialog box, simply click the drop down arrow under each section and select the information to view. You can also click the buttons at the bottom of the box to select Sales, Categories, Service, or Credit.
   
   When you click the down arrow on each section, the graph changes accordingly. For example, the first box displays sales information. Click the down arrow to select to view Sales vs Budget 12 months. The graph changes and the dollar figures for the graph are shown at the bottom of the dialog box.
   
   You can also view information by clicking on the tabs at the bottom of the dialog box. Click Credit, for example, to view Current, 30, 60, and 90 day figures.

5. When you finish viewing information, close this dialog box. The system returns to the Customer database.

See also:

About Customer Evaluation