Sales History:
The CBSI Sales History module provides information about
sales and profitability
trends. This information is collected automatically from
the customer transactions entered in the Customer Order and Accounts Receivable
modules.
The CBSI Sales History module is used
to:
|
GATHER
DATA |
When Sales History is installed ,
the Accounts Receivable module begins to send information |
|
ORGANIZE DATA |
Not all information sent to Sales
History is kept in the history files. The specifications for what
information to keep and how to organize it are set-up to the user's
requirements |
|
PRODUCE REPORTS |
When the data is properly
organized, the user can obtain reports with virtually limitless set of
options through the Report Generator |
The features of the CBSI Sales History module
include:
-
Enter or edit sales history
-
Inquiry by invoice number, customer or item
-
History reports by item, product category, customer,
customer type, salesperson, G/L period or job reference
-
Summarize sales history to conserve disk space
-
Interface to the system Report Generator allows
creation of customized reports
|