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Customer Sales screen

The Customer Sales screen allows the user to review a sales history showing individual items and the customers to whom they were sold. This information may be filtered and sorted as needed and exported to an Excel file for use in promotions and Customer Relationship Management (CRM) software.

Note: Items sold anonymously (not attached to a customer record) are not included in this record.

Use the Customer Sales screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Select Customer Admin > Customer Sales from the main menu to display the Customer Sales screen.

   

3. Complete the desired procedure(s) with onscreen features.

   Date Range fields	Enter starting and ending dates in the Date Range fields to display only sales from a specific time frame.
   Submit button	Click the Submit button to activate the selected list restrictions (Date Range).
   Attributes section	If necessary, click the Attributes arrow button to display the Attributes section and these filter controls for the main screen: Enter a string of characters in the Filter field and press the Enter key to allow only Descriptors that contain the string to be available in the Attributes section. Click an Attribute heading to display its list of available Descriptor options. Check a Descriptor checkbox to add it to the Selected item(s) list. (Uncheck a Descriptor checkbox in the Selected item(s) list to remove it.) Click the Clear button to remove all Descriptors from the Selected item(s) list. Click the Submit button to apply the filters in the Selected item(s) list to the main screen. Note: Some selections may cause other selections to be unavailable.
   Grid Layout Controls	Complete the following to save a layout: Select the desired combination of filters, sorts, groupings, etc. Note: Filters selected in the Attributes section are not included in a saved layout. Enter a name for the layout in the Default Grid Layout field. Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not. Click the Save button beside the field to save the current layout under the name in the field. Select the desired layout from the Default Grid Layout drop-down to recall that layout. Note: Select the Default Grid Layout option to recall the default layout.
   Sort and Filter Reporting Screen Data	Enter a term (string of characters) in the Search field to display only records containing that term. Click the Clear Search (X) button to undo the Search field filter. Click the Clear All button to undo all filters. Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.) Click the Export to Excel (Table) button to export the data to an Excel file. Click the Column Chooser button to hide or display individual columns.

   • View and Use the Customer Sales Report