This enquiry allows you to view a customer's purchasing trend for a particular
product. The quantity bought and the sales value are shown for every month
this year and last. Variances between this year and last year are displayed.
1. Select Gx CRM from the toolbar.
2. Hold the cursor over Enquiries on the menu.
3. Select Purchasing Trend on the second menu.
4. Enter the required customer. You can use the Account Search icon
to find an account.
5. Select the Product Code from the drop down menu. This menu lists all
the items they have ordered.
6. Click the required radio button to select whether you want the results
displayed for Financial Periods or Rolling Periods. The details for the
selected product code will be displayed.
7. You can use the Next and Previous buttons at the foot of the screen to
move backwards and forwards through Accounts and Products.
to
find an account.