Sales

Sales - Orders By Customer
Back The Orders by Customer report shows the total number of orders for a specific customer for a specific period. Step     Action   1.       Select {Reports} and then select {Orders by C...
Wed, Nov 18, 2020 at 12:09 PM
Sales - Outstanding Order Items
Back The Outstanding Order Items report shows all unposted order items currently in the system. Step     Action   1.       Select {Reports} and then select {Outstanding Order Items} under  ...
Wed, Nov 18, 2020 at 12:09 PM
Sales - Outstanding Quote Items
Back The Outstanding Quote Items report shows all active quote items currently in the system. Step     Action   1.       Select {Reports} and then select {Outstanding Quote Items} under    ...
Wed, Nov 18, 2020 at 12:09 PM
Sales - Sales By Customer
Back The Sales by Customer report shows the total sales for each customer for a specified time period. Step     Action   1.      Select {Reports} and then select {Sales By Customer} under t...
Wed, Nov 18, 2020 at 12:09 PM
Sales - Sales by Customer by Template Group
Back The Sales by Customer by Job Group report shows the total sales for each job group per customer for a specified time period. Step     Action   1.      Select {Reports} and then select {...
Tue, May 24, 2022 at 3:04 PM
Sales - Sales by Customer by Month
Back The Sales by Customer by Month report shows the total monthly sales for each customer over a given year. Step     Action   1.       Select {Reports} and then select {Sales by Customer ...
Wed, Nov 18, 2020 at 12:10 PM
Sales - Sales by Customer by Year
Back The Sales by Customer by Year report shows the total monthly sales for each customer for the past four years. Step     Action   1.      Select {Reports} and then select {Sales by Custom...
Wed, Nov 18, 2020 at 12:10 PM
Sales - Sales by Sales Rep
Back The Sales by Customer by Sales Rep report shows the total sales for each sales rep for a specified period of time. Step     Action   1.      Select {Reports} and then select {Sales by ...
Wed, Nov 18, 2020 at 12:10 PM
Sales - Sales by Sales Rep by Job Group
Back The Sales by Sales Rep by Job Group report shows the total sales for each job group, per sales rep, for a specified time period. Step     Action   1.      Select {Reports} and then sel...
Wed, Nov 18, 2020 at 12:10 PM
Sales - Sales Report
Back The Sales Report shows all posted orders for a specified period. Step     Action   1.       Select {Reports} and then select {Sales Report} under the Sales               section. A Gen...
Wed, Nov 18, 2020 at 12:10 PM