{"id":8207,"date":"2014-07-30T12:03:53","date_gmt":"2014-07-30T12:03:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=8207"},"modified":"2023-04-21T10:48:34","modified_gmt":"2023-04-21T10:48:34","slug":"sales-history-inquiry-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/07\/30\/sales-history-inquiry-in-sage-300-erp\/","title":{"rendered":"Sales History Inquiry in Sage 300 ERP"},"content":{"rendered":"<p>How to find out a sales history in Sage 300 ERP?<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled23.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-medium wp-image-8208\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled23-300x269.png\" alt=\"1\" width=\"300\" height=\"269\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">We have Sales History report in the system as in the Sales History Inquiry. In this blog will go through with features of Sales History Inquiry.<\/p>\n<p style=\"text-align: justify;\"><strong><em>New Stuff:<\/em><\/strong>\u00a0<a title=\"Sales History Report in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/06\/27\/sales-history-report-in-sage-300-erp\/\" target=\"_blank\" rel=\"noopener\">Sales History Report in Sage 300 ERP<\/a><\/p>\n<p style=\"text-align: justify;\">To view the Sales History you also make sure that in O\/E Options setup \u201cKeep Sales History\u201d should be checked.<\/p>\n<p style=\"text-align: justify;\">You can navigate the Sales History Inquiry from Order Entry module under Statistics and Inquiries. You can find below snap shot of the Sales History of Sage 300 ERP. Here will get the filter criteria for Year, Period, Customer\/Item and Currency.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled25.png\"><img decoding=\"async\" class=\"aligncenter wp-image-8210 size-medium\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled25-300x150.png\" alt=\"2\" width=\"300\" height=\"150\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">By using this form one can review all sales and returns of items for the fiscal or calendar years and periods for which you keep history.<br \/>\nIn the above snap shot you can see that there is an item wise sales record.<\/p>\n<p style=\"text-align: justify;\">This will give you the following information:<\/p>\n<p style=\"text-align: justify;\">\u2022 Item No. and Item Description invoiced to the Customer.<br \/>\n\u2022 No. of quantity sold to the customer.<br \/>\n\u2022 Sales Amount and the respective Cost of Sold product.<br \/>\n\u2022 Return Amount of the product which is returned by the Customer.<br \/>\n\u2022 Margin Percent \u2013 What is the margin against each product out of the total sales to the Customer. The formula used for calculating margin is:<br \/>\n(Sales Amount\u2013 Cost of Sales)\/Sales Amount * 100<\/p>\n<p style=\"text-align: justify;\">To view the detail of an item, click on \u201cDetails\u201d button. After that a new window will appear \u201cSales History Detail\u201d. For the reference have a look on the below screen shot, wherein for Item A1-103\/0 and Customer ACME Plumbing document wise detail is shown. This will give you the Invoice, Debit Note and Credit Note wise records.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled26.png\"><img decoding=\"async\" class=\"aligncenter size-medium wp-image-8211\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled26-300x155.png\" alt=\"3\" width=\"300\" height=\"155\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">You will get the following information:<\/p>\n<p style=\"text-align: justify;\">\u2022 Transaction Date: Invoice\/ Debit Note\/Credit Note Date.<br \/>\n\u2022 Transaction Type: Whether it is Invoice\/ Debit Note\/Credit Note.<br \/>\n\u2022 Order Date\/ Order Number: Order detail of respective Invoice.<br \/>\n\u2022 No. of quantity sold to the customer transaction wise.<br \/>\n\u2022 Sales Amount and the respective Cost of Sold product transaction wise.<br \/>\n\u2022 Return Amount of the product which is returned by the Customer transaction wise.<\/p>\n<p style=\"text-align: justify;\">When you click on the Document Button of the above screen, you will directly be able to see the respective Invoice\/Credit Note\/Debit Note.<br \/>\nSee the screen shot below and this is one of the very valuable feature of Sales History Inquiry is that you can directly drill down to the Invoice or any other source document.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled27.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-8212\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/07\/Untitled27-300x119.png\" alt=\"3\" width=\"300\" height=\"119\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Sales History Inquiry is a beneficial tool in the Sage 300 ERP for the business. In a few clicks only management would be able to get the Sales, Cost of Sales and Margin on Sales. The data can be pulled out either Customer wise or the Item wise. So you can have the margin either product wise or the Customer wise. Based upon the history you can focus on the productivity of the products which gives you more profit. On the similar way if you are getting more profit from the specific Customers you can focus on to increase the business with those Customers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to find out a sales history in Sage 300 ERP? We have Sales History report in the system as in the Sales History Inquiry. In this blog will go through with features of Sales History Inquiry. New Stuff:\u00a0Sales History Report in Sage 300 ERP To view the Sales History you also make sure that\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/07\/30\/sales-history-inquiry-in-sage-300-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1560,2536,2538,2547,2562],"class_list":["post-8207","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-margin-on-customer","tag-sales-history-sage-300-erp","tag-sales-history-inquiry-sage-300-erp","tag-sales-margin-on-product","tag-sales-register-sage-accpac"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales History Inquiry in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/07\/30\/sales-history-inquiry-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales History Inquiry in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"How to find out a sales history in Sage 300 ERP? 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