Customer Sales Details

Posted 5 months ago by Patrick Colgan

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Patrick Colgan
Implemented

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Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time?

Thanks,

Patrick

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Patrick Colgan posted 4 months ago

Thank you very much for your follow up and the videos.   Excellent support and resources, as always!

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Pooria Forootan posted 5 months ago Admin

Hi Patrick,


Please let me know about your feedback after you reviewed Gabriel's demo and files. We can schedule a call to review your report details, I'd be happy to assist you with building this.


Regards,


Pooria Forootan,

Director of Support & Services

0 Votes

Gabriel Michaud

Gabriel Michaud posted 5 months ago Admin

Hi Patrick,


I recorded a demo of how to build a custom sales report with Velixo and posted it on YouTube a while back:


Part 1: https://www.youtube.com/watch?v=an0Zsd5AO58

Part 2: https://www.youtube.com/watch?v=bBjvog1qR8o

Part 3: https://www.youtube.com/watch?v=DS2_zDLzePM


I have attached a sample inquiry that you can import to Acumatica and the associated spreadsheet. To import the inquiry to Acumatica, follow the instructions in this article.


We are working on a new set of ready-to-use templates, sales reports will definitely be a part of that. Stay tuned.

2 Votes

Miron Shikhov

Miron Shikhov posted 5 months ago Admin

Hi Patrick,


Please clarify your request with screenshots.

1 Votes

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