Difference between revisions of "How can I view turnover statistics for an account?"
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== Summary == | == Summary == | ||
This article explains how to view turnover statistics for an account. | This article explains how to view turnover statistics for an account. | ||
== More Information == | == More Information == | ||
− | Go to {{Menu|Systems\Accounts|{{SL}}\{{PL}}|Customer/Supplier File Maintenance| Add or Edit Customers/Suppliers}}. | + | Go to {{Menu|Systems\Accounts|{{SL}}\{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. |
− | *In {{DataPrompt|Search on}} field, enter | + | *In the {{DataPrompt|Search on}} field, enter the customer/supplier for whom you wish to view the turnover and click {{Button|Edit}}. |
*This will take you to the "Customer/Supplier properties" screen showing the name, address and contact numbers for that account. | *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 turnover information, for the current site, by individual account, for the | + | ** 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. |
{{Tip|title=Tip|text= Any of the headings in the {{DataPrompt|Breakdown analysis of turnover}} can be changed to suit your requirements.}} | {{Tip|title=Tip|text= Any of the headings in the {{DataPrompt|Breakdown analysis of turnover}} can be changed to suit your requirements.}} | ||
− | You can also get to the | + | 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 {{KeyPress|S-F10}} to open the {{DataPrompt|Customer Properties}} window. | * Move the cursor to the account code and press {{KeyPress|S-F10}} to open the {{DataPrompt|Customer Properties}} window. | ||
* Press {{KeyPress|S+F8}} to open the {{DataPrompt|Turnover Analysis}} window. | * Press {{KeyPress|S+F8}} to open the {{DataPrompt|Turnover Analysis}} window. |
Revision as of 07:53, 15 August 2013
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.
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.
See also
- Getting Started
- Getting Started - Accounts
- Creating a New Customer/Supplier
- How do I Find a Customer or Supplier?
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