How can I view turnover statistics for an account?

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Revision as of 15:49, 18 October 2013 by Richard Green (talk | contribs) (See Also)
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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


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Keywords AND Misspellings
Turnover Analysis, Turnover ,Analysis, monthly, yearly, figures
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GR01,RP08