How can I view turnover statistics for an account?
From Catalyst
Summary
This article explains how to view turnover statistics for an account.
More Information
Go to " Systems\Accounts Sales Ledger\Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".
- In the "Search on" field, enter the customer/supplier for whom you wish to view the turnover and click [Edit].
- This will take you to the "Customer/Supplier properties" screen showing the name, address and contact numbers for that account.
- From here, press <S+F8> to take you to the "Turnover Analysis" screen.
- Details on this page include turnover information, for the current site, by individual account, for the past 3 years, grouped by month, including turnover history by month along with a graph of this turnover information.
 | Any of the headings in the "Breakdown analysis of turnover" can be changed to suit your requirements. |
You can also get to the Turnover Statistics screen from any point where you can enter an account code.
- Move the cursor to the account code and press <Shift+F10> to open the "Customer Properties" window.
- Press <S+F8> to open the "Turnover Analysis" window.
See also
- Creating a New Customer/Supplier
- How do I Find a Customer or Supplier?
- How do I see the Chart Data?
- How do I Print a Chart?
- How do I call up the CRM?
- How can I View Statistics for this Part?
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Tags
GR01,RP08
