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Analyze Clients With Tag Based On Sales, Income and Amount Owed*
OverviewThis tutorial explains how to analyze the sales income and outstanding payments of clients based on their tags Open The Desired Tag Analysis Window- Click on Point of Sale component
- Click on the Reports tab
- Click on one of the following buttons
- Invoices by Client Tag
- This table provides a breakdown of the invoices based on client tag
- Payments by Client Tag
- This table provides a breakdown of the payments based on the client tag
- Invoices by Invoice Tag Button
- This table provides a breakdown of the invoices based on the tag assigned to the invoice
How to Use the Tag Windows- Select the desired tags to analyze under the Select Tags To Analyze panel
- Click the desired display option under the Display Options menu option
- Display Total Sales Per Tag menu item
- This option displays the total invoice amount based on the clients that are tagged
- Display Total Income Per Tag menu item
- This option displays the total payments on an invoice based on the clients that are tagged
- Display Total Owed Per Tag menu item
- This option displays the total balance due on the invoices based on the clients that are tagged.
- Click the Analysis Options menu option
- Click the Exclude Tags That Do Not Have Data menu item if you want to all of the tags and not just the tags that have data associated with them
- Click the Analyze Tags button
How to Use the Tag Windows- Click the Export Options menu option
- Click the Export to CSV File menu item
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