More Customer Workbooks - Customer Detail Sales

The Customer that requested this workbook lists it as one of his Top Ten analysis resources.  The workbook displays Quantity, Sales Amount, GM Amount and  GM% by Item for the selected Customer and date range.  The date range selection is by Sales Period.

 

Clicking the "Help" button displays this text box.

The User can perform a search over the Customer Master file by clicking "Customer Search" and then typing in a portion of the Customer Name and pressing the Enter key.  The search can be performed by either "Begins With" or "Contains" based on which radio button is selected.  Once the desired Customer has been located the User simply selects the cell containing the Customer Number and clicks the "Display Data" button to display the Sales Data for that Customer.

Help text is also provided on the Customer Search worksheet.

As always, if you have any questions about this workbook or anything related to Excel leave a comment here or email me at the office.