Widgets - Sales Breakdown

This Help File Page was last Modified on 04/07/2017

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Widgets - Sales Breakdown

This Help File Page was last Modified on 04/07/2017

The Sales Breakdown Widget provides a Bar Chart which displays up to 5 General Ledger Accounts with the greatest Sales value - based on the Department(s) selected in Configuration Option.

 

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Sales Breakdown Widget Bar Chart

 

The Accounts Receivable System and General Ledger System modules must both be Registered and, if using the Multi-Departmental Accounting feature, Departments must be defined to have this Sales Breakdown Widget available.

 

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Configuration Options for the Sales Breakdown Widget - For Department

 

HelpFilesWidgetsMaintenanceIconClick the Maintenance Icon to access the Configuration Option for the Sales Breakdown Widget.

For Department: - Either the Sales data for One selected Department, or the data for All Departments may be displayed.

You may Right-Click the For Department: field and Choose the desired Search By method (either by Name or Dept - Department Number).

Using the Drop-Down Selection List provided, Choose the Department to be reported, or Choose All to display the information for All of the defined Departments.

Click the Save button to activate your selection.

Click the Refresh icon on the Sales Breakdown Widget to Refresh the selected Accounts Receivable System data.

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The Sales Breakdown Widget item may be "collapsed" or "expanded" as needed.

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Click its small Minimize button to "collapse" the Sales Breakdown Widget.

Click its small Minimize button again to "expand" the Sales Breakdown Widget.