8.8.5.�Summarized Sales History

8.8.5.1. Summarized Sales History by Sales Rep
8.8.5.2. Summarized Sales History by Shipping Zone by Item
8.8.5.3. Summarized Sales History by Customer Type
8.8.5.4. Summarized Sales History by Customer
8.8.5.5. Summarized Sales History by Customer Type by Item
8.8.5.6. Summarized Sales History by Customer by Item
8.8.5.7. Summarized Sales History by Item

Summarized sales history section.

8.8.5.1.� Summarized Sales History by Sales Rep

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

Summarized Sales History by Sales Representative

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

All Product Categories: Select to display summarized Sales history by Sales Representative for all Product Categories.
Selected: Specify Product Category whose summarized 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”.
Start Date: Summarized Sales history by Sales Representative generated on or after this date will be displayed.
End Date: Summarized Sales history by Sales Representative generated on or before this date will be displayed.
All Warehouses: Select to display summarized Sales history by Sales Representative for all Warehouses.
Selected: Specify Warehouse whose summarized Sales history by Sales Representative you want to display.
Sales History: Display lists summarized 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.

Right-clicking on a Sales Representative in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.5.2.� Summarized Sales History by Shipping Zone by Item

To view summarized Sales history by Shipping Zone by Item, select the "Summarized Sales History by Shipping Zone by Item" option. The following screen will appear:

Summarized Sales History by Shipping Zone by Item

When displaying summarized Sales history by Shipping Zone by Item, you are presented with the following options:

All Shipping Zones: Select to display summarized Sales history by Item for all Shipping Zones.
Selected Shipping Zone: Specify the Shipping Zone whose summarized Sales history by Item you want to display.
All Product Categories: Select to display summarized Sales history by Shipping Zone by Item for all Product Categories.
Selected: Specify Product Category whose summarized Sales history by Shipping Zone 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 summarized Sales history by Shipping Zone by Item for all Warehouses.
Selected: Specify Warehouse whose summarized Sales history by Shipping Zone by Item you want to display.
Start Date: Summarized Sales history by Shipping Zone by Item generated on or after this date will be displayed.
End Date: Summarized Sales history by Shipping Zone by Item generated on or before this date will be displayed.
Sales History: Display lists summarized Sales history by Shipping Zone by Item, 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.

8.8.5.3.� Summarized Sales History by Customer Type

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

Summarized Sales History by Customer Type

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

All Customer Types: Select to display summarized Sales history for all Customer Types.
Selected: Specify Customer Type whose summarized 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”.
Start Date: Summarized Sales history by Customer Type generated on or after this date will be displayed.
End Date: Summarized Sales history by Customer Type generated on or before this date will be displayed.
All Warehouses: Select to display summarized Sales history by Customer Type for all Warehouses.
Selected: Specify Warehouse whose summarized Sales history by Customer Type you want to display.
Sales History: Display lists summarized 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.

8.8.5.4.� Summarized Sales History by Customer

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

Summarized Sales History by Customer

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

All Product Categories: Select to display summarized Sales history by Customer for all Product Categories.
Selected: Specify Product Category whose summarized 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: Summarized Sales history by Customer generated on or after this date will be displayed.
End Date: Summarized Sales history by Customer generated on or before this date will be displayed.
All Warehouses: Select to display summarized Sales history by Customer for all Warehouses.
Selected: Specify Warehouse whose summarized Sales history by Customer you want to display.
Sales History: Display lists summarized 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.

Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.5.5.� Summarized Sales History by Customer Type by Item

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

Summarized Sales History by Customer Type by Item

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

All Customer Types: Select to display summarized Sales history by Item for all Customer Types.
Selected: Specify Customer Type whose summarized Sales history by Item 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”.
Start Date: Summarized Sales history by Customer Type by Item generated on or after this date will be displayed.
End Date: Summarized Sales history by Customer Type by Item generated on or before this date will be displayed.
All Warehouses: Select to display summarized Sales history by Customer Type by Item for all Warehouses.
Selected: Specify Warehouse whose summarized Sales history by Customer Type by Item you want to display.
Sales History: Display lists summarized Sales history by Customer Type by Item, 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.

8.8.5.6.� Summarized Sales History by Customer by Item

To view summarized Sales history by Customer by Item, select the "Summarized Sales History by Customer by Item" option. The following screen will appear:

Summarized Sales History by Customer by Item

Tip

From this screen, you can highlight a Line Item and then drag and drop it into a Sales Order using your mouse.

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

Customer #

Enter the Customer Number of the Customer whose summarized Sales history by Item 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."

Start Date

Summarized Sales history by Customer by Item generated on or after this date will be displayed.

End Date

Summarized Sales history by Customer by Item generated on or before this date will be displayed.

All Warehouses

Select to display summarized Sales history by Customer by Item for all Warehouses.

Selected

Specify Warehouse whose summarized Sales history by Customer by Item you want to display.

Order By

Order the output by one of the following methods:

Item Number: Select to order Items in display by Item Number.
Quantity Volume: Select to order Items in display by quantity volume.
Sales Volume: Select to order Items in display by sales volume.

Sales History

Display lists summarized Sales history by Customer by Item, 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.

8.8.5.7.� Summarized Sales History by Item

To view summarized Sales history by Item, select the "Summarized Sales History by Item" option. The following screen will appear:

Summarized Sales History by Item

When displaying summarized Sales history by Item, you are presented with the following options:

All Customer Types

Select to display summarized Sales history by Item for all Customer Types.

Selected

Specify Customer Type whose summarized Sales history by Item 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 Product Categories

Select to display summarized Sales history by Item for all Product Categories.

Selected

Specify Product Category whose summarized Sales history by Item 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

Summarized Sales history by Item generated on or after this date will be displayed.

End Date

Summarized Sales history by Item generated on or before this date will be displayed.

All Warehouses

Select to display summarized Sales history by Item for all Warehouses.

Selected

Specify Warehouse whose summarized Sales history by Item you want to display.

Order By

Order the output by one of the following methods:

Item Number: Select to order Items in display by Item Number.
Quantity Volume: Select to order Items in display by quantity volume.
Sales Volume: Select to order Items in display by sales volume.

Sales History

Display lists summarized Sales history by Item, 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.

Right-clicking on an Item in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.