Sales History by Customer Inquiry

The Sales History By Customer Inquiry is found on the Tele-Sales Inquiry menu, 2-5.  You may view past customer sales history for a specific customer and product class.  The inquiry may also be printed.  Viewing the customer's sales is helpful to determine what the prospect has purchased in the past so that you may attempt to resell the product.  If the customer has a question on past purchases, the inquiry is also helpful for answering questions.

 

Sales history is created from all of the invoicing programs and the no charge service ticket entry program.  Every item that is on an invoice or no charge service ticket has a sales history record created.  The file is updated when the A/R End of Day Processing is run.  Thus, until End of Day is run you are not be able to access the current days input in the inquiry.

  

 

 

Enter Data

 

The ESC escape key may be entered to exit the input or inquiry.

 

Output To P'rinter Or S'creen ? S

 

Enter a P to print the inquiry.  Enter a S or carriage return to accept the default of a S to view the data on the screen.  When a P is entered, the printer selection screen appears.

 

Enter Customer No./Name Or E'nd

 

Enter the desired customer ship to account number.  You may also enter up to 20 alphanumeric characters to perform an alpha search by customer name.  Enter an E to exit the inquiry.

 

When an invalid customer number or alpha characters is entered, the program enters the alpha name search.  The cursor is at one of the two following prompts.

 

Select Customer Choice - E'nd Selection

Display Next Page (Y/N)?

 

  

 

 

Enter Data  (Cont’d)

 

The ESC escape key may be entered to exit the input or inquiry.

 

The first prompt appears when there is only one screen of customer selections.  The second prompt appears when there is more than 14 customer selections.  Enter an E to exit the customer selections.  The cursor returns to the Enter Customer No./Name Or E'nd prompt.  Enter the computer assigned line number that corresponds with the desired customer selection.  To view the next screen of customers, enter a Y for yes.  The prompt redisplays until the last screen is reached or a N for no is input.  Enter a N for no to access the Select Customer Choice prompt.

 

If a line number is entered that does not exist, the number is not accepted.  The cursor remains at the prompt for reinput.  If an attempt is made to select a line number from a previous screen, the prompt You Cannot Select A Customer From A Previous Screen-Please Re-Enter Selection Enter 'CR' To Continue appears.  A carriage return redisplays the Select Customer Choice prompt.

 

The alpha search screen displays the following.

 

No  A computer assigned line number used to select the customer.

 

Customer Name  The full customer name.

 

Address  Address 1 from Customer File Maintenance.

 

City  The city from Customer File Maintenance.

 

St  The state abbreviation from Customer File Maintenance.

 

After the desired customer is entered or selected, the following prompt appears.

 

Enter Beginning Product Class, A'll Or E'nd

 

Enter a specific or beginning range product class number.  Enter an A for all product classes.  Enter an E to exit the inquiry.  When a specific or range of product classes is input, only sales history found with the designated product class is accessed.  Note:  The program uses the product class assigned in the Sales History File not the current Item File.  (4 Digits Or A Or E)

  

 

Enter Data  (Cont'd)

 

Enter Ending Product Class Or E'nd

 

The cursor stops at this prompt if a beginning product class is input.  Enter the desired ending product class.  If an ending product class is entered that is less than the beginning, the prompt Invalid Product Class Range appears.  The cursor returns to the Beginning Product Class prompt for reinput.  Enter an E to exit the inquiry.  (4 Digits)

 

Print Voided Records (Y'es N'o)

 

 

Enter a N for no not to include invoices or credit memos that have been voided.  Enter a Y for yes to include voided records.

 

If the customer that you are viewing has no sales history in any product class, the prompt No Records For This Customer appears.  The prompt Press 'CR' To Continue Or E'nd appears.  A carriage return returns the cursor to the Enter Customer No./Name Or E'nd prompt.  An E exits the program.

If there is sales history on the customer, the cursor is at the following prompt.

 

Display N’ext, Enter Specific Order Or Invoice #, Or E’nd:  N

Display N’ext, P’revious, Enter Specific Order Or Invoice #, Or E’nd:  N

 

The first prompt appears on the first selection screen.  The second prompt appears when the following selection screens are accessed.  Enter a carriage return to view the next screen of sales history.  Enter a P to view the previous screen of sales history.  Once the last screen is reached or an E to end is input, the inquiry is exited.  Enter an invoice or order number to access the Invoice/Order Inquiry screen.  See page 519 for more details on the Invoice/Order Inquiry program.  Note:  The Invoice/Order Inquiry can be accessed by entering any invoice or order number.  The number does not have to be currently displayed on the Sales History By Customer screen or assigned to the customer number.  If the order or invoice number is not found, an Invoice Was Purged message displays.  When exiting the Order/Invoice Inquiry, you return to the previously-displayed Sales History By Customer screen. 

  

 

 

Program Results

 

The sales history that is displayed is in smallest to largest selected product class number order.  Within each product class, the sales history is printed in item number order and then largest to smallest invoice number.  Sales history remains on the system until it is purged.  Purging of the sales history is normally done by your accounting department.  The same information is printed if the inquiry is printed.

 

The following information is included for the customer.

 

Branch  The branch number from the Customer File.

 

Account#  The customer number and name.

 

Address  The city and state from the Customer File.

 

Arbal  The current Accounts Receivable balance.

 

BUYING GROUP:  A buying group number stored in field 27 in Customer File Maintenance.

 

CONTRACT PRICING:  A Y or a N displays from field 26 in Customer File Maintenance.

  

 

 

Program Results  (Cont’d)

 

The following is included for each item found in the sales history.

 

PC  The product class of the item on an invoice or credit memo or no charge service ticket entry.

 

Item Number  The item number and item description of the item on the invoice or credit memo or no charge service ticket entry.

 

UM  The unit of measure entered on the record.  If a broken pack was entered, the unit of measure is EA.

 

Units  The quantity that was invoiced or credited.  A negative sign reflects a credit memo or void.

 

Paid  The actual price that was charged for that item on the invoice or credit memo.  This is for a quantity of one.

 

GP%  The gross profit percent of the difference between the sales and the cost of the item.

 

Slm  The sales rep number assigned to the item for that transaction.

 

Date  The invoice date and invoice or credit memo number.  No charge service ticket entry items do not have an invoice number.

 

Price  The current price stored in Item File Maintenance of the item.  This is the price for a quantity of one.