Sales Analysis Settings
Microhouse Sales Analysis settings are managed by going to the Settings, Order Entry Options, Integration2 page, then clicking the "Configure Microhouse Integration Providers" button.
- Use Microhouse Sales Analysis: Check this option to enable the Microhouse Sales Analysis screen. This replaces the standard Costar Sales Analysis screen.
- Use Document Product Type: Check this option to use the Product Type analysis used when the document was created.
- Use Document Sales Person: Check this option to use the Sales Person instead of the Written By on the Statistics page
Branch Settings
- Refresh On Open:
- Show Branch Criteria on Open:
- Branch criteria Password:
Manufacturers: Select Manufacturers to display them on a separate sales line. Non-selected Manufacturers are combined together.
Sales Groups: Costar Product and Service items can be assigned a Sales Group. In this form you can..
- Assign a Category to a Sales Group
- Change the sequence that a Sales Group is displayed by moving (dragging) the row up or down.
Special Items: Assign a Sales Group and/or Category to a Special Item.
Territories: Assign a customer territory to a Branch.
Specifics: Select the Customer Specific Codes to display sales data for.
Budgets: Select the Branch and Fiscal Year, then enter Budget Exp. for either Monthly or Daily.
Default Trading Days: Select the days that the business normally trades on.
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