Viewing Customer History

The Customer Total Sales History tab helps you analyze the sales and payment account of your customers. You can use this information to determine whether a customer's credit or pricing options should be changed.

 

Notes:  The customer sales history information is updated during the (MA) Daily Backup Procedure. If you begin keeping a customer's sales history at mid-month or mid-year, the boxes do not compare. For example, if you begin keeping sales 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.

  1. Double-click graphics\CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer used.

  2. Select the customer whose total sales history you want to view. For details, see Selecting a Customer.

  3. Click graphics\VIEWHISTORY16.gif to open the Customer History window.

  4. The Customer History window opens, and the totals for the customer appear. For example, if the amount $3500.00 appears in the Sales column for the eighth month, the customer's total sales for the month of August is $3500.00.

  5. When you finish viewing total sales history information, close the Customer History window.

See also:

About Customer History

Changing Customer Total Sales History