The Customer Sales Enquiry window allows you to view the sales activity of a specified customer.
1. Navigate to the Till module.
2. Click Enquiry.
3. Select 3. Customer Sales Enquiry.
The Customer Sales Enquiry window is displayed.
3.In the Customer field, enter the relevant customer’s name or Customer Number and press [Tab].
4. If required, select the relevant customer in the Customer Search window.
5. Click Okay to load the sales data.
The sales activity is displayed in the Customer Sales Enquiry window.
Please refer to the image and table below for an explanation of the features of this window.
Option | Description |
a. Customer | Enter the relevant Customer Name or Number in this field and press [Tab]. Click Okay to load the sales data. |
b. Modify | Click Modify to launch the Customer Editing window. |
c. Start date and End date | Enter the relevant date range for the transactions you wish to view. |
d. Trans. Type | Click the dropdown to filter to a specific transaction type. Choose from:
|
e. Transactions panel | Displays list of transactions based on the options selected. |
f. Ageing | Displays Current, 30 Days, 60 Days and 90+ Days aged totals for account customers. |
g. Next /Prev | Displays Next or Previous page of the listed transactions. |
h. Enquire | Select a transaction and click Enquire to view details of the transaction.
|
i. Transfer | Select a transaction and click Transfer to move the transaction to a different customer. |
j. Notes | Select a transaction and click Notes to add a note to the transaction. Refer to Add a Note to a Sales transaction. |
k. Interim Statement | Generate an Interim Statement for account customers. Refer to Print Interim Account Statements. |
l. Cancel | Close the Customer Sales Enquiry window. |
