How To: See Sales Orders Keycodes that are the same as Customers Source Keycodes

To see all source keycodes that have been used on a sales order and are recorded against the customer's record:

  1. Open a Sales Summary screen (show me how).
  2. Open the [ Keycode ;] screen.
  3. Press the F4 filter button button in the top left.
  4. Remove the Keycode Dates filter by clicking on the red cross to the right of the filter.
  5. Add the Source Keycodes filter and tick the checkbox.
  6. Set the Transaction Dates as required.
  7. Tick the Exclude Credit Notes checkbox in the bottom right.
  8. Once you have selected the required filters, click on OK. The grid will then be populated according to the filters you set.

Notes:

  1. The contents can be Sent to Notepad or printed as required.
  2. If the source keycode is only used on the initial order then this report will display the number of new customers, if the keycode is used on both the initial order AND any subsequent orders this will display the total number of orders where the source keycode and the sales order keycode are the same.

See Also


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