icon. The Customer window opens, displaying the information for the last customer used.Changing Customer Total Sales History
The Customer Total Sales History tab helps you analyze the sales and payments of your customers. You can use this information to determine whether a customer's credit or pricing options should be changed. You can also easily change your customer's total sales information in this tab.
Notes: The customer sales history information is updated during the 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 the
icon. 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 
to open the Customer History window.
4 The Customer History window opens, with the Total Sales tab displayed. The cursor moves to the Year/Sales box, 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. At this point, you can change the total sales history for this customer. Click each box that contains the information you want to change, or press Tab to move from one box to the next. For more information about each box, see In the Customer History Total Sales Tab.
5 When you finish changing total sales history information, close the Customer History window.
6
When you return to the Customer window, click 
to update the database with the information.
See also: