Customer Purchases by Salesman
Reports Menu -> Utilization
-> Customer Purchases by Salesman
This report prints the customers based on the Salesman assigned
in Customer Information
It returns the Year to Date Rentals, Year to Date Sales and Year to
Date Services, and compares this to Last Year's Rentals, Sales and
Services totals.
Services include any Damage Waiver amounts.
It prints the customer's full address, telephone and fax number,
so that the Salesman assigned to the customer can contact the
customer or mail a letter thanking them for their business.
This program uses the purchase totals stored in Customer Information as the basis for the
report.
The customer purchases totals are stored as monthly totals (ARMS),
so if a report includes part of a month, the totals will actually
include the complete month.
Note: If comparing reports Customer
Purchases By Salesman By Date is based on invoice history
(IHIH).
The prompts include:
-
- FROM SALESMAN CODE
- Leave this field blank to include all salesman codes, or select
a starting salesman code from the drop-down list, as setup in
Salesman Codes.
This report is based on the salesman defined in Customer Information, which is not necessarily the
salesman on the invoice.
- TO SALESMAN CODE
- Leave this field blank to include all salesman codes, or select
an ending salesman code from the drop-down list.
FROM PROVINCE/STATE
- Leave this field blank to include all provinces and states, or
to narrow the select a starting code from the Province/State Search window.
- TO PROVINCE/STATE
- Leave this field blank to include all provinces and states, or
select an ending code from the window.
YEAR START DATE
- Accept the default year start date determined by the last time
the G/L was summarized in Summarize G/L for
Financial Statements, or enter a preferred starting date for
the report.
- PERIOD END DATE
- Accept today's date or enter a preferred period end date.
Note: Even if the Year Start Date and/or Period End
Date are mid month, all purchases per customer for those months
will be included as the statistics are based on monthly totals
tracked in ARMS.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click ACCEPT to proceed, or CANCEL to abort.
ACTIONS:
Additional actions provided by buttons on
the Customer Purchases by Salesman screen include:
Topic Keyword: ARCF45