Customer Sales Details

Posted 5 months ago by Patrick Colgan

Patrick Colgan

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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?



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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.


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:

Part 2:

Part 3:

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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