The Customer Price Analysis displays the Last Sale Date and Quantity, Current Price, Pricing Method, Gross Profit Percent, and Year-to-Date Quantity for each product. The Price Analysis can be printed for a single customer from the Order Pad screen, or for a group of customers in a batch from the Customer Order Form screen.
The Customer Price Analysis can be printed, faxed or emailed, and will include all of the items displayed on the Order Pad, except for hidden items.
To print, fax or email a Customer Price Analysis follow the easy steps below.
1.Select Sales > Customer Order Pad, or click on the Order Pad icon 
in the toolbar.
2.Enter all or part of the customer's reference number or name in the Customer Number field and press Tab. You can also use the 
to search for the correct customer.
3.The Order Pad will automatically default to display combined sales history for all of your customer's Ship To locations. To view sales history for a single location, select it from the Ship To drop down menu to the right of the Customer Number field.
4.Click the Search button in the bottom toolbar. The window will display all of the products that will be included on the price analysis, in the order that they will appear.
•To remove a product from the price analysis: double-click on the product, check the "Hide this item from Order Pad History" box, then click the Save button. To un-hide the item after printing, select to view Hidden items in the Filter section, then double-click on the item, uncheck the "Hide this item from Order Pad History" box, and click the Save button. •To group the products on the price analysis: select an option from the Group By section to the right of the products. You can also choose to include only products from a specific primary vendor or product line by selecting that Group By option and choosing the vendor or product line from the drop down menu. |
5.Once you have set your products, click the Report button in the bottom toolbar. Select "Customer Price Analysis" from the Report Type drop down menu. Checking off the Show Ship To Detail box will group the products on your price analysis by Ship To location for the customer. Click the OK button to continue to the printer window.
6.From the printer window, choose the appropriate printer and number of copies. Click the Print button to print the price analysis. You can also fax or email the price analysis by clicking the Fax/Email button.
