Viewing Item Sales & Po History
| Document Version | v.1 |
|---|---|
| Document Last Updated | 8/31/2020 |
| Software Version Documented | v.9.6.160 |
Overview
This document will discuss how to view your Item Sales, Returns, and PO history along with a 12-month rolling sales summary.
Viewing Item Sales History
There are a couple of places where you can view Item sales and PO history. This next section will cover where you can locate this information for your selling and purchasing needs.
Viewing Item History in Sales
Whether you are in a new quote, order, or a return you have access to view the history of an item while entering part numbers into the order grid.
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Go to New > Quote/Order and start the order entry process.
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Once you enter a part number, right-click on the specific item and select ‘Lookup Quote/Order History’
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The Item History page will appear with two tabs, Details and Summary
Details Tab
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On the ‘Details’ tab, by default, you will see the sales history for this item and specific customer. You can view the following information:
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Qty Sold
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Sell Price
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Cost
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Margin
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List Price
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System Sell and System Cost
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Using the filters you can select to view by Order Types such as Quotes, Orders, RFQ’s and PO’s.
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Also from this screen, you can select to change the details from this specific customer to view the sales details for all customers and vendors.
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From here you can highlight any order and select ‘Open’ to view the entire order.
Summary Tab
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On the Summary tab, you can view a rolling 12-month sales history for the specific item for ALL Customers. NOTE: If you have multiple warehouses make sure you are viewing the correct location or select ‘All’.
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Here you can view the quantity sold, sales, profit, on-hand quantities, shipped, and quantity on orders.
Viewing Item History in Purchasing
Just like you would view the history in an order you will follow the same steps above while in an RFQ. However, if you are in Critical Purchasing you follow these steps:
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Go to Purchasing > Create Critical Purchase Order and allow your critical information to load.
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Expand a manufacturer to view what needs to be fulfilled for orders and stock.
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To view the item’s history highlight an item and right-click to select ‘Item History’
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From here the Item History Details and Summary will be displayed.
