The New Customer Sales Inquiry is a useful tool that will enable you to track new Customer Sales. The New Customer Sales Inquiry is located in the menu below:
Sales Analysis System
Customer Sales Analysis
Customer Sales Summary Inquiries
New Customer Sales Inquiry
The New Customer Sales Inquiry will show Sales and Profit for newly billed Customers as well as All Customers. This can be generated by Month or Year as shown below:
In the example below the report is summarized by month. The Customers column shows the total number of Customers invoiced each month. The New Customers column shows the number of New Customers invoiced each month. The line that is highlighted is for October, 2018 sales. There were 17 customers invoiced and 3 of those were New Customers. The Optional columns are Total Cost, Total Sales, Total Profit, Total GP%, Total Invoices, New Cost, New Sales, New Profit, New GP, New Invoices and Sales Difference between new Customers and existing Customers.
When you press enter or double click on a summary period that contains sales with New Customers you will see the detail for the New Customers with sales as well as cost, profit and number of invoices.
Below the report is summarized by Year. Select a line then press enter or double click.
All New Customers invoiced in the selected year will be displayed. You can view the total number of invoices generated for each customer along with other pertinent sales information
