Customers - Tab - Info

A seasonal overview of each customer Total Orders, Invoiced and Credited, both in units and in value, with 'Budget (CCY)' column to manage seasonal customer OTBs.

#Select the Customer record and select History tab

#Scroll Down to grand totals for all seasons for the Customer

Tip: Click [Export CSV] to export this information to a CSV file.

#Enter the budget figures to manage seasonal customer OTBs. The Budget column values can be displayed in the Orders, and Selections areas using the 'Select/Move/Filter' tool