This document shows how to use the tool “Statistics Sales to Customer”. Its function is to allow the creation of reports in order to show the user the statistics of the sales made to each customer of the company.
View of the main page:
Information appears distributed in three levels:
-
Customer Statistics:
-
Company: company from which we are going to obtain the report. The rest of the filters will be made taking into account this company.
-
Customer: customer we want to obtain the results of.
-
From Date: first date of the customers data we want to see in the report.
-
To Date: last date of the customer’s data we want to see in the report.
-
General Detail: shows the date of the last sale and the total amount of all the sales made to the customer selected. This field is completed automatically by the system and cannot be edited.
Completed the fields, the user must press “Consult” in the toolbar. That way, the application will show a list with the results of the filters made. This list is divided into two tabs, depending on the information we want to see: detail by family or detail by packing list.
To obtain a report with the results, the user must follow these steps:
-
Choose the tab.
-
Click on “Generate Report to” and choose the output for the report: PDF, Excel
-
A pop up window appears with the report, taking into account all the filters.
