Reviewing your sales information

Sales > Reviewing your sales information

There are several tools that you can use to review your sales information.


Tool		See
Business Insights	Use Business Insights to analyse sales and customer information.	below
To Do List	The To Do List displays all open sales, recurring sales and orders sorted by overdue dates.	below
Analyse Receivables	The Analyse Receivables window displays ageing information for all open invoices.	below
Analyse Sales	The Analyse Sales window provides a graphical snapshot of your sales activities.	below
Sales reports	Sales reports help you keep track of your sales activities.	below
Sales history	Sales history lets you view seven years of sales for an item, a customer or an employee.	below
Sales Register	The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits and so on.	Finding a transaction
Find Transactions	Find Transactions helps you find individual sales transactions quickly.	Finding a transaction
Transaction Journal	The Transaction Journal lists journal entries of your sales and other transactions.	Finding a transaction

To view sales information using Business Insights

Business Insights presents a summary of your sales information, including which customers owe you money and how much money is overdue. You can also see how much your customers owe you for each ageing period, as well as the sales history of your customers.

To find information specific to your needs, sort the table columns by clicking a column heading. For example, you can sort the list of outstanding invoices to find the most overdue invoice or the largest overdue amount.

To analyse sales using Business Insights

1	Go to the Accounts command centre and click Business Insights. The Business Insights window appears.

2	View the Customers who owe me money panel.

This panel shows the total you are owed and details of each overdue customer payment (based on their invoiced credit terms), including the number of days overdue.

3	Click Analyse customers to view graphs and information about the money your customers owe you and the payment history of each customer.

You can use this information to:

▪	Contact customers for overdue payments Identify which customer payments are the most overdue or which customers owe you the most money.

▪	Renegotiate a customer’s credit terms View the customer’s outstanding balances and payment history, such as the average number of days it takes for them to pay you.

4	If you want to save a graph as an image so you can print it or insert it into a document, right-click the graph and click Save As. Choose where you want to save the image and click Save.

To view a list of all unpaid sales sorted by days overdue

1	Click To Do List in any command centre. The To Do List window appears.

2	Click the A/R tab. A list of all unpaid sales appears.

The Overdue column shows the number of days an invoice is overdue. (A negative number in the Overdue column indicates that the payment is not yet due.) The number of days an invoice is overdue is calculated by checking the original date of the invoice, comparing it to today’s date and looking at the customer’s credit terms.

3	If you want to send a collection letter to customers with overdue payments:

a	Select those customers by clicking in the select column () next to the customer’s name.

b	If you have installed OfficeLink, click Mail Merge to create the letter directly in your word processor. Otherwise, click Disk, choose a file format and click Save.

To analyse your receivables

1	In any command centre, click the Analysis down arrow () and select Receivables from the menu. The Analyse Receivables window appears.

2	Click Filters and choose the periods and any other criteria for which you want to view receivables information.

3	Click OK. The information you selected appears in the Analyse Receivables window.

To analyse your sales activities

The Analyse Sales window provides various illustrations—as graphs or as lists—of your sales activities.

1	In any command centre, click the Analysis down arrow () and select Sales from the menu. The Analyse Sales window appears.

2	Click Filters and choose the sales figures, periods and other criteria you want to view sales activity for.

3	Click OK. The information you selected appears in the Analyse Sales window.

4	Select the display options in the Analyse Sales window to view charts showing your sales activities.

To view sales reports

There are several sales reports that can help you track your sales activities. For example, you can run an Aged Receivables Summary report to view your customers’ current balances sorted by ageing periods. The Sales Item Summary report shows you which inventory items are selling best. The Referral Source report is useful for finding out which referral source is bringing your business the most money.

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Click the Sales tab. A list of available sales reports appears.

For information on customising and printing your reports, see Reports.

To view sales history

You can view sales history for an item, a customer or an employee.

1	Display the Item Information window for an item or the Card Information window for a customer or an employee.

2	Click the History tab. The History tab displays a total of seven years of sales history for the item or card: the five years preceding the current financial year (as displayed in the Company Information window), the current financial year and the next year.

note : Employee sales history

To record an employee’s sales history, that employee must be selected as the salesperson in the Sales window when the sale is recorded.