Sales by Customer Report
Overview
This chapter provides help to get a report showing sales for a certain sales period for a certain customer or company.
Navigation
To navigate, from the main menu of the Order Management, click on Summary Reports>>Sales By Customer.
Commands
- Enter the Starting date of orders to include in the report in the text box labeled Starting:
- Enter the Ending date of orders to include in the report in the text box labeled Ending:
- Enter the Company name to limit the order report to only orders involving that company in the text box labeled Company Name. You may also leave the company name field blank and use the customer last name text box instead or in addition to the company name.
- Enter the Customers Last name to limit the order report to only orders involving that particular customer in the text box labeled Customers Last Name. You may also leave the customers last name field blank and use the company name text box instead or in addition to the customers last name.
- Press the Retrieve button to retrieve the sales report.