Difference between revisions of "How can I view turnover statistics for an account?"
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* [[:Category:Getting Started|Getting Started]] | * [[:Category:Getting Started|Getting Started]] | ||
* [[Getting Started - Accounts]] | * [[Getting Started - Accounts]] | ||
+ | * [[:Category:FAQ|Frequently Asked Questions]] | ||
* [[Creating a New Customer/Supplier]] | * [[Creating a New Customer/Supplier]] | ||
* [[How do I Find a Customer?|How do I Find a Customer or Supplier?]] | * [[How do I Find a Customer?|How do I Find a Customer or Supplier?]] |
Revision as of 16:10, 20 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
- Frequently Asked Questions
- Creating a New Customer/Supplier
- How do I Find a Customer or Supplier?
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