Display Top Customers by YTD Sales

When you click Sales in the Executive Information Summary (EIS) program and then click Customers, following fields display. The Number of customers to view Program option controls how many are listed.

Field Name

Displays

Cust no

The customer number

Customer name

The customer name

Month/period and year
 

The total net sales that have been invoiced for this customer during the calendar month or months or fiscal period or periods

Year-to-date

The total year-to-date net sales to this customer

  1. Choose the appropriate options:

To

Do This

Review your options for the inquiry

Click Prog opts. See Set Options for Top Customers by YTD Sales.

Print the customer listing

Click Print. See Print an Inquiry.

Display the open order balance, available credit, sales history, AR aging, and open orders for the selected customer

Click Cust inq. See Display Customer Service Information. Click OK to return to this program.

Return to the Sales Statistics screen

Click OK. See Display Sales Statistics.

Exit and return to the menu

Click Quit.