Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time?
Thanks,
Patrick
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4 Comments
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Patrick Colganposted
8 months ago
Thank you very much for your follow up and the videos. Excellent support and resources, as always!
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Pooria Forootanposted
9 months ago
Admin
Hi Patrick,
Please let me know about your feedback after you reviewed Gabriel's demo and files. We can schedule a call to review your report details, I'd be happy to assist you with building this.
Regards,
Pooria Forootan,
Director of Support & Services
0 Votes
Gabriel Michaudposted
9 months ago
Admin
Hi Patrick,
I recorded a demo of how to build a custom sales report with Velixo and posted it on YouTube a while back:
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Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time?
Thanks,
Patrick
0 Votes
4 Comments
Patrick Colgan posted 8 months ago
Thank you very much for your follow up and the videos. Excellent support and resources, as always!
0 Votes
Pooria Forootan posted 9 months ago Admin
Hi Patrick,
Please let me know about your feedback after you reviewed Gabriel's demo and files. We can schedule a call to review your report details, I'd be happy to assist you with building this.
Regards,
Pooria Forootan,
Director of Support & Services
0 Votes
Gabriel Michaud posted 9 months ago Admin
Hi Patrick,
I recorded a demo of how to build a custom sales report with Velixo and posted it on YouTube a while back:
Part 1: https://www.youtube.com/watch?v=an0Zsd5AO58
Part 2: https://www.youtube.com/watch?v=bBjvog1qR8o
Part 3: https://www.youtube.com/watch?v=DS2_zDLzePM
I have attached a sample inquiry that you can import to Acumatica and the associated spreadsheet. To import the inquiry to Acumatica, follow the instructions in this article.
We are working on a new set of ready-to-use templates, sales reports will definitely be a part of that. Stay tuned.
Attachments (2)
AR-Sales-Ana....xml
14.3 KB
Sales Reporting.xlsx
150 KB
2 Votes
Miron Shikhov posted 9 months ago Admin
Hi Patrick,
Please clarify your request with screenshots.
1 Votes
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