Sales Source Targets Dialog

The Sales Source Targets dialog allows users to set monthly targets for sales by sales source. It is accessed from the context menu option 'Set sales targets' in the [ System Data | Sales Order Processing | Sale Source ] screen.
Note: this allows users to enter figures which can be printed, for example Send to Notepad or Print Grid, but the system does not do anything with the figures.

Sales Source Targets Dialog

Sales Source Targets Buttons

  • the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right : add a new monthly target.
  • the DELETE ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right and overlaid with a red cross. : delete a monthly target.
  • Sales Source: the sales source which will be the one currently focused on in the grid.
  • Copy Last year's Targets button: copy this years targets into another year, typically the next year and increase them by a percentage.

Sales Source Targets Grid

  • Month: the month the target is for.
  • Target: the target amount.

See Also


Did you find this article helpful?