Use the following procedure to view a sales summary for a particular customer by using the "Customer Sales Summary from QuickRecall" viewer. The system populates the grid with information from your QuickRecall archive files. You can choose to view a sales summary by any of the following time periods: day, week, month, calendar year, calendar quarter, date table period, or date table year. Many different fields of information display in the grid for each period, including POS totals with and without tax, Gross Profit Dollars (GP$), and Gross Profit Percent (GP%).
Click GoTo, and select Option Q, Customer Sales Summary from QuickRecall. The Customer Sales Summary viewer displays.
In the top section of the viewer, select the customer/job/store, select what type of sales summary you want (daily, weekly, monthly, calendar year, calendar quarter, date table period, or date table year), enter a starting and ending date, and press Enter.
The system retrieves the appropriate sales information from QuickRecall and displays it in the grid.