Reviewing Customers' Sales Activity

Perform a sales inquiry to get a quick overview of a customer's account activity. The inquiry shows the customer's order and balance information, along with its contact information. You can list open orders, invoiced orders, or bids. You can also drill down to view or edit an order.

The screen title changes, depending on the inquiry type. In the example below, for instance, the inquiry is about open orders, not A/R items or credits.

To perform a sales inquiry about a customer:

From the Orders > Inquiries menu, select Sales Inquiry.
In the Customer Name field, specify the customer you are inquiring about.
Review the sales inquiry fields, as needed. Fields vary depending on hot key use.

Field	Displays...
Customer Name	customer's name and address.
Contact, Phone #	customer's first three Customer Maintenance contacts and phone numbers.
Order #, Invoice #, or Bid #	order numbers, invoice numbers, or bid numbers. Orders and bids sort by number, while invoices sort by posting date. Use hot keys to change the listing and field name.
Customer PO #	any purchase order numbers.
Br	pricing branch.
Balance	open amount on each order or A/R invoice, or amount of each bid.
Ship Dt	expected shipping date for each order or bid.
Avail Dt	available date (or Now) for each order or bid.
Sts	order status for each order or bid.
Via	ship via selection for each order or bid.
Posting Dt	date each A/R item was posted to the general ledger.
Product	product you specify. Use to list only orders with that product.

Use hot keys, as needed.

To...	Use this hot key...
list open (unshipped) orders (the default)	Open Orders
list items already invoiced	A/R Items
list bids	Bids
open the selected transaction for viewing	View
open the Detail Scheduling screen for the selected order or bid	Delivery
open the selected transaction for editing	Edit
toggle the display of the Product field, which lets you narrow the list of orders to those that contain a specific product	Product; No Product
list credit orders, which are used for returns	Cred
change the currency in which sales activity displays	$ Note: When you display sales activity in any currency other than the U.S. Dollar, the selected currency displays next to the $ hot key.

Press Esc to perform a new inquiry, or press Esc again to close the inquiry screen.