Saving Sales Information for Reporting

The Keep Sales History option in Order Entry allows you to save sales information so you can later print the information on reports.

Keep Sales History option

To save sales information, select the Keep Sales History option on the Processing tab in the O/E Options form. You specify whether to save sales data by fiscal year or calendar year, and select the period type. You can report sales data on the Sales History report, sorted by customer number, item number, or primary salesperson.

You can export transaction and sales history to other databases or to spreadsheets for further analysis.

Turning the options on and off

You can turn the options to keep history on or off at any time. If you turn them off after you have used them, Order Entry immediately stops saving information, although it retains those records already collected until you clear (delete) them using the Clear History form.

If you turn the options on again, there will be a gap in the collected information corresponding to the period when the options were not used.

Clearing historical data

Historical data can take up a large amount of storage space on your computer, so you should clear the data when you are finished using it. For example, you might decide to clear data that is more than six months old, or you might keep data for more than a year.