How to track sales in Sage 100 ERP

By | November 4, 2013
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Many a times, a company needs to know number of invoices issued throughout the years from a particular Customer. This helps ERP user to keep track –
  • Customer Sales activities and identify profitable Customers
  • Recurrences of customer Sales in particular Fiscal calendar.
  • Legal and marketing activities to target its desired customer base
Sage 100 ERP helps you in this through the below mentioned feature.
For instance, user needs to check the no. of invoices posted against the customer ’01-ABF’ in each period of FY 2013.
Navigate through Customer Maintenance Screen, select the desired Customer and follow the below steps.                     
  1.  Sage 100 >>Account Receivable >>Main>>Customer Maintenance and select the customer ’01-ABF’
  2.  Once customer selected ,go to History tab and select the Fiscal ‘2013’ from the drop down  given at  right side of screen.
Customer Maintainence history
As shown in above screenshot, user can see the Number of invoices along with additional details in the highlighted Fiscal year.  The count is displayed in the extreme right column i.e. called ‘No. Invcs’.Also see ‘AR Prepayment in Sage 100’. The above steps will enable the user to calculate the sales and profits gained from a particular Customer throughout the Fiscal calendars.

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