Looking Up Sales History for Items or Customers

If you keep sales history in Order Entry, you can view sales history and drill down to transactions for the fiscal years and periods for which you have kept history.

You can use the O/E Sales History screen to display all items ordered by a customer, or to display all customers who ordered an item. The screen displays all sales and returns of items for the fiscal years and periods for which you keep history.

To look up sales history for an item or a customer:

1. Open Order Entry > O/E Statistics and Inquiries > Sales History.
2. Specify a range of years and periods for which to view sales history.
3. Specify a customer or item for which you want to view sales history. More...
   • To view all the customers who ordered or returned a particular item, select Item Number, and then enter an item number.
   • To view all the items ordered or returned by a particular customer, select Customer Number, and then enter a customer number.
4. Click the Apply button to view results.

If you are viewing sales history for a customer, the program lists all the items used on invoices or returns for the customer for the selected range of years and periods.

If you are viewing sales history for an item, the program lists all the customers to which you sold the item for the selected range of years and periods.

Last published: 4/8/2016