Sales
The Orders by Customer report shows the total number of orders for a specific customer for a specific period. Step Action 1. Select {Rep...
Mon, 16 Sep, 2019 at 2:31 PM
The Outstanding Order Items report shows all unposted order items currently in the system. Step Action 1. Select {Reports} and then select...
Mon, 16 Sep, 2019 at 2:32 PM
The Outstanding Quote Items report shows all active quote items currently in the system. Step Action 1. Select {Reports} and then select {O...
Mon, 16 Sep, 2019 at 2:33 PM
The Sales by Customer report shows the total sales for each customer for a specified time period. Step Action 1. Select {Reports} and then ...
Mon, 16 Sep, 2019 at 2:33 PM
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. ...
Mon, 16 Sep, 2019 at 2:33 PM
The Sales by Customer by Month report shows the total monthly sales for each customer over a given year. Step Action 1. Select {Reports} a...
Mon, 16 Sep, 2019 at 2:35 PM
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...
Mon, 16 Sep, 2019 at 2:35 PM
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 {R...
Mon, 16 Sep, 2019 at 2:36 PM
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. ...
Mon, 16 Sep, 2019 at 2:37 PM
The Sales Report shows all posted orders for a specified period. Step Action 1. Select {Reports} and then select {Sales Report} under the S...
Mon, 16 Sep, 2019 at 2:40 PM