Customer Price History Lookup

Description

This function offers a quick lookup of the selling price of inventory to specific customers. If required, a detailed report of the inventory items sales to the customer will be prepared.

There are two basic steps to operating this program:

1. Select the customer, and
2. Select the inventory item.

Select customer

Immediately upon startup you are presented with a customer pick list. You can look up the customer by customer code, or by customer name. When the desired customer is highlighted select by double clicking with the mouse, hitting the Enter key, or clicking the Select button. On the main screen, accept the customer code by pressing the Enter key.

Select inventory item

Immediately after exiting the customer field, the inventory pick list is presented. All the inventory items in the department appropriate to the selected customer are shown on the selection screen. You can further narrow the scope of inventory items displayed by filtering out all items except for those of one specific vendor (See the "Vendor Selection" information below). When the desired item is highlighted, select it by double clicking with the mouse, hitting the <Enter> key, or clicking the <Select> button. On the main screen, accept the inventory code by pressing the <Enter> key.

Main screen

The pricing information will then be shown on the screen, and the <Exit> button will be highlighted. Then, To quit the program, just press the <Enter> key. If you wish to see detailed historic information showing sales of the specified inventory item to the selected customer, click on the tab labled "Sales History" which is described immediately below.

By default, your cost for the inventory item is not shown. This allows you to operate the program even it the customer is within viewing distance of your computer screen. If you want to see your cost, click the check box labeled "Show Cost".

Sales History:

The sales history report will show sales on all dates (the default) or only dates within a range that you specify. To prepare the report click the <Report> button.

Vendor Selection:

You can look up the vendor code from the inventory look up screen. All the vendors are shown on the selection screen. The vendors can be viewed by Vendor code (the default) or by Vendor name. When the desired vendor is highlighted, select it by double clicking with the mouse, hitting the <Enter> key, or clicking the <Select> button.