Sales Analysis - By Customer Type

 

Function

This task enables an inquiry into sales history of units, sales, and costs for a particular customer type. Depending on the Sales Analysis By Customer Type parameter settings, this inquiry can display sales analysis information down to the item level.

 

=> To access this task...

Select By Customer Type from the Sales Analysis main menu.

 

Sales Analysis by Customer Type

 

About the Fields

The fields displayed on the screen are those pertaining to the level of detail set for analysis in the Sales Analysis Parameters task. Screens may display one, two, or all of the fields below.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record.

In the Year field...

  • Enter the year for the analysis. Skipping this field will cause a default year to appear.

 

In the Customer Type field...

  • Enter a valid customer type.

  • Click Query button to select from customer types with sales analysis.

  • Click Click to select from a list of customer types.

In the Product Type field...

  • Enter a valid product type.

  • Click Query button to select from product types with sales analysis.

  • Click Click to select from a list of product types.

In the Inventory Item ID field...

  • Enter a valid item number.

  • Click Query button to select from items with sales analysis.

  • Click Click to select from a list of item numbers.

The inquiry for the customer type/product/item is displayed.

  • Click Clear Form button to clear the selections on the window.

  • Click Save button to save the selections for future inquiries.



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