Placing Orders

Viewing Customer Evaluation in Order Entry

View customer evaluation from within the Order Entry window. This lets you easily see your customer sales and credit history. View pie charts and graphs by customer sales, categories, service, or credit.

1. From within the Order Entry window, click the Global tab.

2. Select the customer for which to view customer evaluation. For instructions, see Selecting a Customer in Order Entry.

3. Click . The Customer Evaluation dialog box opens.

4. To view different information, click the down arrow in the Sales, Category, Service, or Credit section and click the information to view. This information is for display purposes only.

5. When you finish viewing information, close the Customer Evaluation dialog box. The cursor returns to the Order Entry Global tab.

See also:

Using Customer Evaluation