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Once you have imported the sales history, MasterQ-PRO can show you each customer's total sales for the previous 12 months. You could, for example, sort your customer list in ascending or descending order or you can filter customers in the list. Another example: you could filter for customers with sales of more than $10,000 who have not ordered in the past 60 days and easily export this list to Excel.
MasterQ can calculate these historical sales in two ways. Each has it's advantages and drawbacks.
Sum 12 Months Sales for All Customers - a simple command from the main menu sums sales for all customers at one time. Depending on the number of customers and how many sales each has, this command can take a short amount of time to complete. However, when completed, all customers have their sales summary up to date. This is beneficial when you wish to sort customers by sales dollars. The downside is that the number is only recalculated when you issue the command, but all customers have up to date sales history values.
Recalculate 12 Month Sales When Opening Customer Record - This option is set in the System Set Up procedure in the main menu. When this option is enabled, every time you open a customer record their 12 month sales number is totaled. You do not have to do anything; the number is always up to date. The downside to this method is that only recently viewed customers will have up to date values. Also, MasterQ will see this as a change when you view the customer record and if you attempt to close the customer window without using the OK button, you will see a message asking if you want to save your "changes". However, there will be a slight hesitation when each customer record is opened as MasterQ processes the customer's orders. The amount of delay depends on the number of sales records, the speed of your computer and your network. Usually, this slight hesitation is not an issue with users.
Can you do both? Yes, certainly. Having the Recalculate on Opening Record option enabled gives you up to date 12 month sales and you can still issue the Sum 12 Month command when you need to sort customers based on sales dollars.
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