Changing Customer History

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

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

  3. To view the customer's item group sales history, click graphics\VIEWHISTORY16.gif.

  4. The Customer History window opens, with the Total Sales tab displayed. Click the Group Sales tab. The item group sales history displays in two columns: Year to Date and Last Year. For more information, see In the Customer History Group Sales Tab.

  1. At this point, you can also change the sales amount to track for this item group. For example, to sell a specific group of items and track each month's sales, you can enter a budget amount for each month you want to track. To do so, highlight the item group for which to change budgets and click VIEWSALESHISTDETAILBUTTON16.gif or click View and select View 24 Month Detail. A dialog box displays with the item group information for the past twelve months and the current year and the previous year.

  2. To change the budget sales amount, click the Budget box for the month to track, and enter the amount. (You can also click custhistchangegroupbudgets.gif to change the budget information.) For example, for this item group to total $100 for the month of January, enter $100 in the Mo 1 box in the first Year to Date/Budget box. You can continue to enter item sales amounts in the remaining Year to Date/Budget boxes for each month you want to track group sales. The totals you enter combine and display in the last box in the column.

  3. To view a graph of the item group sales information, click Graph. The Sales Graph window opens, displaying information for the current year. To view sales information for the previous year, click graphics\PREVIOUS16.gif.

  4. When you finish viewing information in the Sales Graph window, click Close.

  5. After you finish changing item sales amounts, click Update. The cursor returns to the Customer Group Sales tab and displays the information you specified.

  6. When you finish changing customer group sales information, click Close.

  7. When you return to the Customer window, click graphics\SAVE-SMALL16.gif to update the database with the information.

See also:

About Customer History

Viewing Customer History Group Sales History