The Month to Date and Year to Date dialogs allow you to view the customer's sales history from the account inquiry utility. This feature allows you to quickly locate a previously purchased item or gain an insightful overview of the customer's purchasing tendencies.

 

• The Advanced Search is accessed by clicking the Search button in the top right corner of the window.

 

 

•All sales which have not yet been transferred to history (using the Close Period utility), can be viewed in the Month to Date Sales dialog by clicking the MTD Sales button.

 

•Conversely, the Year to Date Sales dialog list only items that have been transferred to history and can be accessed by clicking the YTD Sales button.

 

Keyboard shortcuts

Enter

Adds the selected item to the invoice and closes the search window.

F5

Opens the Inventory Search screen.

F6

Opens the Advanced Search screen.

Alt + B

Toggles the Begins With option.

Alt + C

Emulates clicking the Close button.

Alt + I

Moves the cursor to the Locate Item Number field.