Customer Sales Summary

Customer Annual Sales numbers are stored in the Customers file.

Customers > Info
Year to Date: CUSTOMERS.CSOLD_YTD
Previous Year: CUSTOMERS.CSOLD_PREV_YR
Total Sold: CUSTOMERS.CSOLD_TO_DATE

When a new year arrives these numbers are not updated automatically.

Do this AFTER all the previous year’s Invoices have been entered. You do not need to do it right away (i.e. you can enter the previous year’s invoices and run this procedure any time).

There are two updates to run. Access them via:

Menus > Maintenance

Then go to:

1) PROG > Procedures > Customers, Reps > Customer YTD Sales

2) PROG > Procedures > Customers, Reps > Customer Prev Year Sales

These reset the YTD field and the Customer year history in the info window.

Since these fields are stored in the customer file they are easy to use with custom searches and reports.

Note that on the Customer > Info window there is a Sales button, which will display full annual history.
This list is built dynamically and does not require the Programmer’s update.

Revised 6/18/2015 – SV