Sales History by Item Inquiry

The Sales History By Item Inquiry is found on the Tele-Sales Inquiry menu, 2-4.  The inquiry allows you to view the past sales history of a customer or range of customers or all customers.  You may also specify a specific item, range of items, or all items.  You may also specify a specific product class, range, or all product classes.  The sales history can be accessed by a specific date, range, or all dates.  Viewing the customer's sales history is helpful in determining what customers have purchased in the past so that you can sell them more.  It is also be helpful if a prospect is questioning a sale.  There is a summary and a detail version of the inquiry.

 

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 sale 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 able to access the current days input in the inquiry.

 

Enter Data

 

See the following example of the input screen.

 

 

Entering a / slash to cancel or the ESC escape key at all of the following prompts exits the inquiry.  An up arrow key to go back one space may be entered beginning at the Ending Product Class prompt.  When up arrowing back, any defaults are redisplayed.

 

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

 

Enter an E to exit the inquiry.  You return to the File Maintenance menu.  Enter an A for all to search through all product classes.  Enter a specific or beginning range product class number.  When a specific or range of product class numbers is entered, only sales history records with the designated product class are accessed.  The program does not use the product class from the Item File.  It uses the product class stored in the Sales History File.  Note:  Designating a specific product class speeds up the data search.  (4 Digits Or A Or E)

  

 

 

Enter Data

 

Ending Product Class

 

The cursor stops at this prompt if a beginning product class is input.  Whatever is entered as the beginning product class appears as the default ending product class.  A carriage return accepts the displayed default.  This can be overridden, if desired.  If an ending product class is input that is less than the beginning product class, the prompt Beginning Product Class Greater Than Ending appears.  The cursor returns for reinput and the default redisplays.  (4 Digits)

 

Beginning Item Number, Or A'll:

 

Enter an A for all to search through all items.  Enter a specific or beginning range item number.  When a specific or range of items is entered, only sales history records with the designated items are accessed.  Note:  If a specific item and product class are entered, both must be found in the sales history records to be accessed. (18 Alphanumeric)

 

Ending Item Number:

 

The cursor stops at this prompt if a beginning item number is input.  Whatever is entered as the beginning item number appears as the default ending item number.  A carriage return accepts the displayed default.  This can be overridden, if desired.  If an ending item number is input that is less than the beginning, the prompt Beginning Item Number Greater Than Ending appears.  The cursor returns for reinput, and the default redisplays.  (18 Alphanumeric)

 

Beginning Customer Or A'll:

 

Enter an A for all to search through all customers.  Enter a specific or beginning range customer number.  When a specific or range of customer numbers is entered, only sales history records found with the designated customer numbers are accessed.  (8 Digits Or A)

  

 

 

Enter Data  (Cont'd)

 

 

Ending Customer:

 

The cursor stops at this prompt if a beginning customer is input.  Whatever is entered as the beginning customer number appears as the default ending customer number.  A carriage return accepts the displayed default.  This can be overridden, if desired.  If an ending customer number is input that is less than the beginning, the prompt Beginning Customer Number Greater Than Ending appears.  The cursor returns for reinput and the default redisplays.  (8 Digits)

 

Beginning Date Or A'll:

 

Enter a specific or beginning date range.  Enter an A for all dates.  When a specific or date range is entered, only sales history with an invoice/transaction date within the designated date range displays.  If an invalid date is entered, the prompt Invalid Date--Enter Again appears.  The cursor returns for reinput.  (MMDDYY)

 

Ending Date:

 

The cursor stops at this prompt if a beginning date is input.  Enter the desired ending date.  If an invalid date is input, the prompt Invalid Date--Enter Again appears.  The cursor returns for reinput.  If an ending date is input that is less than the beginning date, the prompt Beginning Date Greater Than Ending appears.  The cursor returns for reinput.  Note:  Entering a number less than 68 for the year is considered in the 21^st century.  (MMDDYY)

 

D'etailed Or S'ummary:

 

Enter a D to display the detailed version of the inquiry.  Enter a S to display the summary version of the inquiry.  If any other letter or number is entered, the prompt Enter 'S' For Summary, Or 'D' For Detail appears.  The cursor returns for reinput.

 

Print Voided Records (Y'es Or N'o)

 

Enter a Y to include sales history records that have been voided.  Enter a N for no not to include sales history records that have been voided.

  

 

 

Enter Data  (Cont'd)

 

If there are no sales history records found that comply with the input, the cursor is at the following prompt.

 

No Records Found Press Any Key To Continue

 

A carriage return returns the cursor to the Beginning Product Class, A'll Or E'nd: prompt.

 

If there is sales history found, the cursor is at one of the two following prompts.

 

Display N’ext, Or E’nd:

Display P’revious, Or E’nd

 

 

The first prompt appears if the history exceeds one screen.  Enter a N to view the next screen.  Enter a E to return to the Beginning Product Class, A'll Or E'nd: prompt.  The second prompt appears when the last screen is reached or there is only one screen of sales history.  A carriage return returns the cursor to the Beginning Product Class, A'll Or E'nd: prompt.

  

 

 

Program Results

 

The detail version of the inquiry displays the following for each sales history record found within the designated parameters.  The order of the transactions is product class, item number, ship to customer number, and transaction/invoice date (oldest first).

 

 

P.C.  The product class of the item.

 

Item Number  The item number.

 

Cust  The ship to customer number.

 

The transaction/invoice date of the sales history record display.

 

Qty Ship  The quantity that was entered on the transaction.  Note:  A broken pack is not noted.

 

Our Sell  The extended price of the item from the transaction.

 

A total Qty Ship and Our Sell prints for each item and each customer.  A total Qty Ship and Our Sell prints for each item for all included customers after the heading ITEM TOTAL.  The total Qty Ship and Our Sell prints for all of the items for each included product class after the heading PRODUCT CLASS TOTAL.

  

 

Program Results

 

The summary version prints the following.

 

 

A total Qty Ship and Our Sell prints for each item and each customer.  A total Qty Ship and Our Sell prints for each item and for all included customers after the heading ITEM TOTAL.  The total Qty Ship and Our Sell prints for all of the items for each included product class after the heading PRODUCT CLASS TOTAL.