The following screen allows you to search for information about specific customers such as the items purchased, the total quantity of sales orders, and others.
Note: RMA (Return to Merchant Authorization) order and RTV (Return to Vendor) order transactions will not be displayed in the power view. Only sales order transactions will be displayed.
Order/Reports/Power view
You can filter the customer that you want to display by defining one or more of the following search criteria and clicking Display. The customer that matches the search criteria you have defined is then displayed. A list of options appears if you click the Browse button in the Warehouse, Debtor, Item group, and other boxes. From the list, make your selection and click Select.
Type or select the warehouse or warehouse range to display sales orders of the selected debtor with the selected warehouse(s). You can also select the All check box to display sales orders of the selected debtor with any warehouse. By default, the All check box is selected.
Note: This box is available only if you have E-Warehouse management in your license.
Type or select the ID or name of the debtor to be displayed. This information is mandatory.
Select the year to display the sales orders with the selected year for the selected debtor.
Note: The years available for selection are based on the Financial year defined at System/General/Settings, under General settings.
You can select what you want to be displayed in the overview. Select any of the following:
You can select to view the sales order history of the item(s) ordered by the debtor by month, week, or day. Select any of the following:
Note: Type the number of months, weeks, or days to be displayed. For example, if you want to view the sales order history of the item for the last three months, type “3” in the box, and select Months. This box is available only if the By item option in Show is selected.
This section allows you to select the items of the sales orders that you want to be displayed based on the following statuses:
Type or select the item group or range of item groups to be displayed. You can also select the All check box to display all the item groups. By default, the All check box is selected.
Type or select the item or range of items to be displayed. You can also select the All check box to display all the items. By default, the All check box is selected
Note: This information is mandatory if the By item option in Show under the General section is selected. The All check box is available only if the By customer option in Show is selected.
Select the assortment(s) to display items linked to the selected assortment(s).
Note: The Assortment boxes that are displayed depend on the assortments defined at Order/Items/Assortments or System/General/Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed on the search criteria screen.
Click this to view the report. For more information, see Power View Report.
Click this to exit.