Customer Sales Details

Posted 3 months ago by Patrick Colgan

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Patrick Colgan

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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

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4 Comments

Miron Shikhov posted 3 months ago Admin

Hi Patrick,

Please clarify your request with screenshots.

1 Votes

Gabriel Michaud posted 3 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)

xml

AR-Sales-Ana....xml
14.3 KB

xlsx

Sales Reporting.xlsx
150 KB

2 Votes

Pooria Forootan posted 3 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

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Patrick Colgan posted 2 months ago

Thank you very much for your follow up and the videos. Excellent support and resources, as always!

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