8.8.4.�Brief Sales History

8.8.4.1. Brief Sales History by Sales Rep
8.8.4.2. Brief Sales History by Customer Type
8.8.4.3. Brief Sales History by Customer

Brief sales history section.

8.8.4.1.� Brief Sales History by Sales Rep

To view brief Sales history by Sales Representative, select the "Brief Sales History by Sales Rep" option. The following screen will appear:

Brief Sales History by Sales Representative

When displaying brief Sales history by Sales Representative, you are presented with the following options:

Sales Rep.: Specify the Sales Representative whose brief sales history you want to display.
All Product Categories: Select to display brief Sales history by Sales Representative for all Product Categories.
Selected: Specify Product Category whose brief Sales history by Sales Representative you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display brief Sales history by Sales Representative for all Warehouses.
Selected: Specify Warehouse whose brief Sales history by Sales Representative you want to display.
Start Date: Brief Sales history by Sales Representative generated on or after this date will be displayed.
End Date: Brief Sales history by Sales Representative generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists brief Sales history by Sales Representative, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

8.8.4.2.� Brief Sales History by Customer Type

To view brief Sales history by Customer Type, select the "Brief Sales History by Customer Type" option. The following screen will appear:

Brief Sales History by Customer Type

When displaying brief Sales history by Customer Type, you are presented with the following options:

All Customer Types: Select to display brief Sales history for all Customer Types.
Selected: Specify Customer Type whose brief Sales history you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display brief Sales history by Customer Type for all Warehouses.
Selected: Specify Warehouse whose brief Sales history by Customer Type you want to display.
Start Date: Brief Sales history by Customer Type generated on or after this date will be displayed.
End Date: Brief Sales history by Customer Type generated on or before this date will be displayed.
Sales History: Display lists brief Sales history by Customer Type, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

8.8.4.3.� Brief Sales History by Customer

To view brief Sales history by Customer, select the "Brief Sales History by Customer" option. The following screen will appear:

Brief Sales History by Customer

When displaying brief Sales history by Customer, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose brief Sales history you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
All Warehouses: Select to display brief Sales history by Customer for all Warehouses.
Selected: Specify Warehouse whose brief Sales history by Customer you want to display.
All Product Categories: Select to display brief Sales history by Customer for all Product Categories.
Selected: Specify Product Category whose Sales history by Customer you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Start Date: Brief Sales history by Customer generated on or after this date will be displayed.
End Date: Brief Sales history by Customer generated on or before this date will be displayed.
Sales History: Display lists brief Sales history by Customer, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.