Geographic Areas

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Records>Customer>Geographic Area
Geographic Areas are a way of grouping customers by locations. This information is useful for reporting purposes.

How to create a New Geographic Area Record

  1. Go to Records>Customer>Geographic Area.
  2. Click New on top bar.
  3. Specify record number. Either select the provided number or create your own.
  4. Add information - Name.
  5. Click Save on top bar when finished.

Additional Information

Customers Panel

This lists the customers who are affected by the geographic area.

Receivables Panel

This panel gives basic A/R information for the selected record. To view additional information, check the checkbox Show Apply Lines.

Sales Panel

This shows the summary of retail sales by month for the geographic area selected. There are advanced options available. See Sales Analyzer.

Reports Panel

This segment shows any reports related to the geographic area. The selected report can be changed under the report segment in the bottom box and by the time period. The reports shown here can be sent to both the printer and excel. For more information see Reports Panel.