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Select Sales Order Reports menu > Customer Sales History.
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The Customer Sales History report provides sales history information for selected customers for the selected year and prior years. For each customer, you can print the quantity sold, dollars sold, gross profit amount, gross profit percentage, cost of goods sold, and quantity returned. You can display fiscal year sales history by posting date, or calendar year sales history by invoice date.
Note Whether the report is printed by posting date or invoice date may affect the grouping of data in the report if the invoice date for an invoice occurs in a different period or month than the posting date. For more information, see Update FAQs.
The report can be sorted by customer number, customer type, customer name, or the customer's primary salesperson. You can enter a selection of customer numbers, customer types, customer names, customer's primary salesperson, and defined UDFs to print. Use this report in conjunction with the Customer Sales History by Product Line and Customer Sales History by Item to provide comparisons of pertinent sales history information.
Totals are printed after the last period/month for all periods/months, each division, and the entire report.
The number of years of sales history available for this report is dependent on the number of years entered in the Years to Retain Sales History field in Sales Order Options.
Data is available for printing until you purge it using the Purge Sales History utility.
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