Difference between revisions of "How can I view turnover statistics for an account?"

Revision as of 13:02, 13 August 2013

This article explains how to view turnover statistics for an account.

Go to " Systems\Accounts Sales Ledger\Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".

In "Search on" field, enter in the customer/supplier you wish to view turnover for 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 passed 3 years, grouped by month, including turnover history by month along with a graph of this turnover information.

Tip: 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.

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+{{Review}}
 == Summary ==
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 == More Information ==
 Go to {{Menu|Systems\Accounts|{{SL}}\{{PL}}|Customer/Supplier File Maintenance| Add or Edit Customers/Suppliers}}.
+*In {{DataPrompt|Search on}} field, enter in the customer/supplier you wish to view turnover for and click {{Button|Edit}}.
 *This will take you to the "Customer/Supplier properties" screen showing the name, address and contact numbers for that account.
-* From here Press {{KeyPress|S+F8}} to take you to the {{DataPrompt|Turnover Analysis}} screen
+* From here, press {{KeyPress|S+F8}} to take you to the {{DataPrompt|Turnover Analysis}} screen
-** Details on this page include current turnover information, for the last current site, by individual accounts, for the passed 3 years grouped by month including turnover history by month along with a graph of this turnover information.
+** Details on this page include turnover information, for the current site, by individual account, for the passed 3 years, grouped by month, including turnover history by month along with a graph of this turnover information.
 {{Tip|title=Tip|text=&nbsp;Any of the headings in the {{DataPrompt|Breakdown analysis of turnover}} can be changed to suit your requirements.}}