Sales History Report — Printing

Print the Sales History report for use as a sales journal, to record sales staff performance by territory or location, and to indicate the strengths and weaknesses in company sales.

You can clear the sales history (using the Clear History form) after printing the report to any destination.

To be able to print the report, you must choose the Keep Sales History option on the Options form prior to running Day End Processing.

When to print

Print the report after running Day End Processing, at the end of an accounting cycle, or any time you want to check on your sales performance.

How to print

1. Choose Sales History from the Reports folder.

Or

On the Sales History form, click File, and then click Print.

2. From the Report Type list, select the type of report you want to print. You can select:

3. Detail

   For the Detail report, you can:

   2. Select sales history by year and period or by document date.

   3. Sort the report by primary salesperson, item number, or customer number.

   If you sort by item or customer, you can include invoice details, serial and lot numbers (if you have a license for Serialized Inventory and Lot Tracking), and kit components on the report.

4. Summary

   For the Summary report, you can:

   • Select history by year and period, only.

   • Sort the report by customer number or item number.

5. Totals

   For the Totals report, you can:

   • Select history by year and period or by document date.

   • Print a comparative history for another range of years and periods or document dates.

   • Sort the report by customer number or item number.

3. If you are printing a Detail report by item or customer and you want to include invoice details, serial and lot numbers, or kit components, select the Include Invoice Details option. Once you select the Include Invoice Details option, you can select the following additional options:

• Print Kit Components. (This option is located near the bottom of the form.)

• Include Serial/Lot Numbers. (This option is available if you use Serialized Inventory and Lot Tracking.)

4. Specify selection criteria, as follows:

Select By. Use the Select By field, and the From and To fields that follow the Select By field, to specify the time period for which to print sales history.

Sort By.Specify the order in which to print sales history.

From / To ranges. Depending on your choice for the Sort By field, additional fields may appear that let you specify ranges of customers, territories, salespersons, items, account sets, categories, and currencies (in a multicurrency system). If you use Serialized Inventory and Lot Tracking and you selected the option to include serial and lot numbers, you can also specify ranges of serial and lot numbers.

Specify ranges to restrict sales history to these ranges, or accept the default ranges to print sales history for all salespersons, customers, and items.

5. If you use multicurrency accounting, specify whether to print amounts in the customer's currency or your functional currency.

6. If you sorted the report by Primary Salesperson, you can select the option to print kit component items.

7. Click Print.

For more information on the contents of this report, see Sales History report — features.

See also

Order Entry reports

When Print Destination is File

When Print Destination is Printer

When Print Destination is Preview

When Print Destination is E-mail