Reviewing your sales information

There are several tools that you can use to review your sales information.


Tool	Description	See
To Do List	The To Do List displays all open sales, recurring sales, and orders sorted by overdue dates.	below
Analyze Receivables	The Analyze Receivables window displays aging information for all open invoices.	below
Analyze Sales	The Analyze Sales window provides a graphical snapshot of your sales activities.	below
Sales reports	Sales reports help you keep track of your sales activities.	below
Sales history	History lets you view seven years of sales history for an item, customer or employee.	below
Sales Register	The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits, and so on.	below
Find Transactions	Find Transactions helps you find individual sales transactions quickly.	Finding a transaction
Transaction Journal	The Transaction Journal lists journal entries of your sales and other transactions.	Finding a transaction

To view a list of all unpaid sales sorted by days overdue

1	Click To Do List in any command center. The To Do List window appears.

2	Click the A/R tab. A list of all unpaid sales appears.

The Overdue column shows the number of days an invoice is overdue. (A negative number in the Overdue column indicates that the payment is not yet due.) The number of days an invoice is overdue is calculated by checking the original date of the invoice, comparing it to today’s date and looking at the customer’s credit terms.

3	If you want to send a collection letter to customers with overdue payments:

a	Select those customers by clicking in the select column () next to the customer’s name.

b	If you have installed OfficeLink, click Mail Merge to create the letter directly in your word processor. Otherwise, click Disk, choose a file format and click Save.

To analyze your receivables

1	In any command center, select Receivables from the Analysis list. The Analyze Receivables window appears.

2	Click Filters and choose the time periods and any other criteria you want to apply.

3	Click OK. The information you selected appears in the Analyze Receivables window.

To analyze your sales activities

The Analyze Sales window provides various illustrations—as graphs or as lists—of your sales activities.

1	In any command center, select Sales from the Analysis list. The Analyze Sales window appears.

2	Click Filters and choose the sales figures, time periods, and other criteria you want to apply.

3	Click OK. The information you selected appears in the Analyze Sales window.

4	Select the display options in the Analyze Sales window to view charts showing your sales activities.

To view sales reports

There are several sales reports that can help you track your sales activities. For example, you can run an Aged Receivables Summary report to view your customers’ current balances sorted by aging periods. The Sales Item Summary report shows you which inventory items are selling best. The Referral Source report is useful for finding out which referral source is bringing your business the most money.

1	Go to the Reports menu at the top of the screen and choose Index to Reports. The Index to Reports window appears.

2	Click the Sales tab. Select from the list of available sales reports.

For information on displaying, customizing, and printing your reports, see Reports.

To view sales history

You can view sales history for an item, a customer, or an employee.

1	Display the Item Information window for an item or the Card Information window for a customer or an employee.

2	Click the History tab.

The History view displays a total of seven years sales history for the item or card: the five years preceding the current fiscal year (as displayed in the Company Information window), the current fiscal year, and the next year.

note : Employee’s sales history

To record an employee’s sales history, you need to select that employee as the salesperson when you record a sale in the Sales window.