Difference between revisions of "How can I view turnover statistics for an account?"
From Catalyst
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* 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 past 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 past 3 years, grouped by month, including turnover history by month along with a graph of this turnover information. | ||
| − | {{ | + | |
| + | {{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 Turnover Statistics screen from any point where you can enter an account code. | You can also get to the Turnover Statistics screen from any point where you can enter an account code. | ||
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* Press {{KeyPress|S+F8}} to open the {{DataPrompt|Turnover Analysis}} window. | * Press {{KeyPress|S+F8}} to open the {{DataPrompt|Turnover Analysis}} window. | ||
| − | == See | + | == See Also == |
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* [[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?]] | ||
| + | * [[How do I see the Chart Data?]] | ||
| + | * [[How do I Print a Chart?]] | ||
| + | * [[How do I call up the CRM?]] | ||
| + | * [[How can I View Statistics for this Part?]] | ||
{{KB_Tags|Turnover Analysis, Turnover ,Analysis, monthly, yearly, figures}} | {{KB_Tags|Turnover Analysis, Turnover ,Analysis, monthly, yearly, figures}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} {{ZN_Accounts}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} {{ZN_Accounts}} | ||
{{KB_Ref|GR01,RP08}} | {{KB_Ref|GR01,RP08}} | ||
Revision as of 14:49, 27 September 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.
 | 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
- Creating a New Customer/Supplier
- How do I Find a Customer or Supplier?
- How do I see the Chart Data?
- How do I Print a Chart?
- How do I call up the CRM?
- How can I View Statistics for this Part?
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Tags
GR01,RP08
