How to look up sales history for an item or a customer on Sage 300 Order Entry

Steps:

  1. Open Order Entry > O/E Statistics and Inquiries > Sales History.
  2. Specify a range of years and periods for which to view sales history.
  3. Specify a customer or item for which you want to view sales history.
    • To view all the customers who ordered or returned a particular item, select Item
      Number, and then enter an item number.
    • To view all the items ordered or returned by a particular customer, select Customer
      Number, and then enter a customer number.
  4. If you use multicurrency accounting, specify whether to display amounts in your functional
    currency or in the customer’s currency.
  5. Click the Go button to view results.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.