Order Entry > Screen Guides > Statistics and Inquiries > Sales History

O/E Sales History Screen

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About Sales History

About Transaction History

O/E Sales History Report Screen

O/E Sales Statistics Screen

O/E Sales History Detail Screen

ClosedTo open this screen

Open Order Entry > O/E Statistics and Inquiries > Sales History.

ClosedFields and controls
ClosedButtons
ClosedClear

Click Clear to restore the default filter criteria for this screen.

ClosedDetails

Click Details to open the O/E Sales History Detail screen, which displays additional information about the selected customer or item. For more information, see O/E Sales History Detail Screen.

ClosedApply

Click the Apply button to view sales history for the item or customer in the range of years and periods that you specify.

ClosedCustomer Number

This field becomes available if you selected Customer Number from the Select By list.

Use this field to specify the customer number from which to fill the sales history detail table.

ClosedItem Number

This field becomes available if you selected Item Number from the Select By list.

Use this field to specify the item number from which to fill the sales history detail table.

ClosedPeriod (From / To)

Specify a range periods for which to view sales history.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedSelect By

Specify whether to view sales history by customer number or by item number.

ClosedYear (From / To)

Specify a range of years for which to view sales history.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedSales History table

The table displays information about sales history for the item or customer you selected.

To view additional information about the selected customer or item, click the Details to open the O/E Sales History Detail screen. For more information, see O/E Sales History Detail Screen

ClosedCost of Sales

Displays the original item purchase cost.

Note:
  • You need Cost Inquiry authorization for Inventory Control to view this field.
ClosedCustomer Name

If you are viewing sales history for an item, this field displays the names of customers who have purchased the item.

ClosedCustomer Number

If you are viewing sales history for an item, this field displays the customer numbers of customers who have purchased the item.

ClosedItem Description

If you are viewing sales history for a customer, this field displays a description of the item purchased by the customer.

ClosedItem Number

If you are viewing sales history for a customer, this field displays item numbers for items purchased by the customer.

ClosedMargin Percent

Displays the profit margin on sales of the item for the selected the year and period.

ClosedPeriod

Displays the period in which customers purchased items from your company.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedQuantity Sold

Displays the quantity sold in each transaction.

ClosedReturn Amount

Displays the total amount (excluding taxes and miscellaneous charges) of returns posted for the customer or item in the specified range of years and periods.

ClosedReturns Count

Displays the total number of returns posted for the customer or item in the specified range of years and periods.

ClosedSales Amount

Displays the total amount (excluding taxes and miscellaneous charges) of invoices posted for the customer or item in the specified range of years and periods.

ClosedSales Count

Displays the total number of invoices posted for the customer or item in the specified range of years and periods.

ClosedYear

Displays the year in which customers purchased items from your company.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedPop-up screens
ClosedRelated tasks

Overview

If you keep sales history for Order Entry, you can use the O/E Sales History screen to:

Tip: On transaction entry screens, you can click the History button to view sales history for a selected item or customer.

Last published: 4/8/2016