Difference between revisions of "How can I view turnover statistics for an account?"
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== More Information == | == More Information == | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}\{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. |
*In the {{DataPrompt|Search on}} field, enter the customer/supplier for whom you wish to view the turnover and click {{Button|Edit}}. | *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 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. | ||
| + | |||
| + | === Turnover for specific Date Range === | ||
| + | You may view turnover for a date range using Document History. | ||
| + | |||
| + | Go to {{Menu|{{RP}}|Document History|View Document History}}. | ||
| + | * Set {{DataPrompt|Account}} to {{DataValue|S}} for Customers (Sales Ledger) or {{DataValue|P}} for Suppliers (Purchase Ledger). | ||
| + | * Enter a specific account code if required else leave blank for all customers or suppliers. | ||
| + | * {{DataPrompt|Type}} should be {{DataPrompt|Invs./Creds.}} | ||
| + | * Enter the {{DataPrompt|Date}} range for the turnover period. | ||
| + | * Click {{Button|Search}}. | ||
| + | * The {{DataPrompt|Nett}} of the transactions, on the bottom right of the screen, will give you the turnover for the period. | ||
== See also == | == See also == | ||
| − | * [[Creating a | + | * [[Creating a new customer or supplier]] |
| − | * [[How do I | + | * [[How do I find a customer?|How do I Find a Customer or Supplier?]] |
| − | * [[How do I see the | + | * [[How do I see the chart data?]] |
* [[How do I Print a Chart?]] | * [[How do I Print a Chart?]] | ||
* [[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}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
| − | {{KB_Ref|GR01,RP08}} | + | |
| + | {{KB_Ref|GR01, RP08}} | ||
Latest revision as of 06:27, 24 December 2019
Summary
This article explains how to view turnover statistics for an account.
More Information
Go to " 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.
Turnover for specific Date Range
You may view turnover for a date range using Document History.
Go to " Reports & Settings Document History View Document History".
- Set "Account" to 'S' for Customers (Sales Ledger) or 'P' for Suppliers (Purchase Ledger).
- Enter a specific account code if required else leave blank for all customers or suppliers.
- "Type" should be "Invs./Creds."
- Enter the "Date" range for the turnover period.
- Click [Search].
- The "Nett" of the transactions, on the bottom right of the screen, will give you the turnover for the period.
See also
- Creating a new customer or 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
