Tip of the Month for: August 2014

Customer Sales Analysis History Available for up to 10 Years

Were you aware that a yearly history option was added to the Sales Analysis tab of Customer Inquiry in the last release of Answers that allows viewing customer sales totals per year for each of the past 10 years?  These totals can be based on the calendar year or fiscal year (if yours is different) depending upon when you close the year for Sales Analysis. 

Additionally each of the Monthly Sales windows for Department and Product Code totals have a new yearly history button that will display yearly totals for that department or product for each of the past 10 years.

And you do not have to wait several years for this information to accumulate and become available.  A conversion program was run during the update process last fall that built this 10 year history based on your Invoice History (provided you are keeping at least 10 years worth of Invoice History - and that you have kept it updated thru the years and closed properly at your year-end).  If you are not keeping 10 years of Invoice History based on your purging regimen, then the conversion process would have built this new Sales Analysis yearly history for customers going back as  far as it could.  However moving forward, it will accumulate this history for up to 10 years as long as you continue to close your Sales Analysis properly at month-end and year-end.