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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 ribbon 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	Save and Recall a Grid Layout
   List/Raw Data Tab controls	Search, Sort, Filter, Display, and Export a List

   • View and Use the Customer Sales Report