|
The To Do List displays all open sales, recurring sales, and orders sorted by overdue dates.
|
||
|
The Analyze Receivables window displays aging information for all open invoices.
|
||
|
The Analyze Sales window provides a graphical snapshot of your sales activities.
|
||
|
History lets you view seven years of sales history for an item, customer or employee.
|
||
|
The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits, and so on.
|
||
|
Find Transactions helps you find individual sales transactions quickly.
|
||
|
The Transaction Journal lists journal entries of your sales and other transactions.
|
|
1
|
|
2
|
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.
|
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.
|
|
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
|
The Analyze Sales window provides various illustrations—as graphs or as lists—of your sales activities.
|
1
|
|
2
|
Click Filters and choose the sales figures, time periods, and other criteria you want to apply.
|
|
3
|
|
4
|
Select the display options in the Analyze Sales window to view charts showing your sales activities.
|
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.
|
|
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.
|
▪
|
