Difference between revisions of "How can I view turnover statistics for an account?"
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*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 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.}} | {{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. |
* 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. | ||
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* [[How can I View Statistics for this Part?]] | * [[How can I View Statistics for this Part?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|turnover analysis, turnover, analysis, monthly, yearly, figures}} |
| − | {{ | + | {{FAQ}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
| − | {{KB_Ref|GR01,RP08}} | + | |
| + | {{KB_Ref|GR01, RP08}} | ||
Revision as of 12:14, 21 December 2018
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 <Shift+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 <Shift+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 can I View Statistics for this Part?
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Tags
GR01, RP08
