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The Customer Details window - Purchases tab, as shown in Figure 1, displays a list of all the items on all of the customer's invoices, sorted by date from newest back to oldest.
Figure 1: The Purchases tab
For example, if a customer had purchased a can of paint and you recorded the color formulation in the comment, you could use this feature to quickly find the paint type and color. At the same time, if you click on the select column for that item and then click on Add Selected Item to New Invoice, you'll be able to sell an additional can of paint with the same formulation to the customer.
The buttons along the top of listing allow you to display information from different types of Invoices. You can select items in the listing by clicking in the 'Select' column on the far left. Then you can use the [Add Selected to a New Invoice] button or the [Add Selected to Open Invoice] buttons to perform those operations. If the description is red in color, just point your mouse to it and click once to read the attached comment.
The [Summary Report] button on the far right, opens the 'Sales by Customer - Invoice Details Report'.
The filter by date option can be used to report on a specified date range.
The system sets purchases in the current month as default if the Filter by Date option is not checked.
If the option is checked, the system loads all purchases for invoices that fall between Today and the selected Start date.
If the user manually changes the End Date, the system reloads the purchases between the Start Date and newly selected End Date.
Note: The default end date is the current date.
This setting is user based, so each user in the system can have different settings and will be individually remembered between sessions for each clerk.
This setting is User based, so each user in the system can have different settings and will be individually remembered between sessions for each clerk. The next time the current user opens a customer record, the checkbox be checked/unchecked based on the stored setting. If checked, the Start Date will be populated with the stored value and the End Date will be populated with the current date.
The columns in the Listing can be customized. Right-Click on the listing and select 'Customize' from the popup menu shown below.
See also: Grid Options dialog box for more information.
The available columns are listed in Table 1.
|
Item |
Purpose, Function or Contents |
|
Select |
Allows for selection of a line. |
|
Quantity |
Allows setting the quantity. |
|
Purchased |
Displays the quantity actually shipped to the customer. |
|
Date |
Displays date purchased. |
|
Part |
Displays part number. |
|
Description |
Displays the description. |
|
Price |
Displays the price. |
|
Salesperson |
The Salesperson column displays the salesperson credited with the sale based on the 'Commission Settings' in the Setup Wizard. If the [Summary] button on the far left is selected, then the salesperson for the first sale of a given item is displayed. If 'Split Commissions' are in use, then the Salesperson on the Invoice is displayed. |
|
Units |
Displays the units of measurement for the part in the report. |
|
Year to Date |
Displays the quantity sold for the current year of a given part when the report is running in summary mode (summarize all option is selected in the summary menu). Note: The year to date column is not populated if the summarize all option is not enabled. |
|
Last Year |
Displays the quantity sold for the previous year of a given part when the report is running in summary mode (summarize all option is selected in the summary menu). Note: The last year column in not populated if the summarize all option is not enabled. |
|
Supplier Part |
Displays the supplier part number. |
|
Cost |
Displays the cost. |
|
Comment |
This column displays then invoice comment. If longer than 255 characters, this column displays the first 252 characters, followed by '...', and then displays the rest of the comment in the tool tip. |
|
Invoice |
This column displays the invoice associated with the purchase. |
|
P.O. Number |
This column displays the reference number of the Purchase Order. |
Table 1: Available columns
< Return to: Customer Details window