Customer Purchases by Salesman

This report prints the customers based on the Salesman assigned in Customer Information
It returns the Year to Date Rentals, Year to Date Sales and Year to Date Services, and compares this to Last Year's Rentals, Sales and Services totals.
Services include any Damage Waiver amounts.

It prints the customer's full address, telephone and fax number, so that the Salesman assigned to the customer can contact the customer or mail a letter thanking them for their business.

This program uses the purchase totals stored in Customer Information as the basis for the report.
The customer purchases totals are stored as monthly totals (ARMS), so if a report includes part of a month, the totals will actually include the complete month.

Note: If comparing reports Customer Purchases By Salesman By Date is based on invoice history (IHIH).

The prompts include:

FROM SALESMAN CODE

Leave this field blank to include all salesman codes, or select a starting salesman code from the drop-down list, as setup in Salesman Codes.
This report is based on the salesman defined in Customer Information, which is not necessarily the salesman on the invoice.

TO SALESMAN CODE

Leave this field blank to include all salesman codes, or select an ending salesman code from the drop-down list.

FROM PROVINCE/STATE

Leave this field blank to include all provinces and states, or to narrow the select a starting code from the Province/State Search window.

TO PROVINCE/STATE

Leave this field blank to include all provinces and states, or select an ending code from the window.

YEAR START DATE

Accept the default year start date determined by the last time the G/L was summarized in Summarize G/L for Financial Statements, or enter a preferred starting date for the report.

PERIOD END DATE

Accept today's date or enter a preferred period end date.

Note: Even if the Year Start Date and/or Period End Date are mid month, all purchases per customer for those months will be included as the statistics are based on monthly totals tracked in ARMS.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click ACCEPT to proceed, or CANCEL to abort.

ACTIONS:
Additional actions provided by buttons on the Customer Purchases by Salesman screen include:

• Print Purchases by Salesman by Date:
  Click the BY DATE button to print the Customer Purchases By Salesman By Date based on invoice history (IHIH).