entrée allows for salespeople to view the customer's sales history from the Customer Item Inquiry window.

 

Click the MTD Sales button to open the Month-to-date Sales dialog.

 

 

Click the YTD Sales button to open the Year-to-date Sales dialog.

 

 

For more information on using the Month-to-date and Year-to-date Sales dialog see the MTD & YTD Sales topic in the Create Invoice section of this guide.