Sales Tracking Inquiry

Menu Path: Customer Service Images\bluerarw.gif Inquiries Images\bluerarw.gif Sales Images\bluerarw.gif Sales Tracking Inquiry

Purpose

View lot or serialized sales tracked items by product, product/customer, or product/shipment.

Overview

Use Sales Tracking Inquiry to inquire on serial number or lot sales-tracked products. To set up a product to be sales tracked by lot or serial number, select the appropriate option in the Sales Track At field on the Warehouse tab in Product Location Maintenance. For more information on serial tracking, see Serial and Lot Tracking FAQ.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Sales Tracking Inquiry window.

Show Data

Click this button to display sales tracking information on the Results tab.

Select Tab Fields and Buttons

Field or Button

Description

Sales Track Mode

Select the information you want to enter for the inquiry. You can select one of the following:

  • Product - Use if you know the lot or serial number for the product.

  • Product/Customer - Use to determine all shipment numbers and sales tracking numbers for a specific customer.

  • Product/Shipment - Use to determine sales tracking numbers for a specific shipment, and the shipment number is known.

Product Code

Enter a product code for which to view sales tracking information, or click the Lookup button to select a product code. You must enter a product that is sales-tracked by lot or serial number.

Product Name

Enter a product name for which to view sales tracking information, or click the Lookup button to select a product name. You must enter a product that is sales-tracked by lot or serial number.

Sales Tracking#

Enter a lot or serial number for which to view sales tracking information. This field is only available if you select the Product radio button.

Customer Code

Enter a customer code for which to view sales tracking information, or click the Lookup button to select a customer code. This field is only available if you select the Product/Customer radio button.

Customer Name

Enter a customer name for which to view sales tracking information, or click the Lookup button to select a customer name. This field is only available if you select the Product/Customer radio button.

Shipment#

Enter a shipment number for which to view sales tracking information, or click the Lookup button to select a shipment number. This field is only available if you select the Product/Shipment radio button.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays sales tracking information based on the criteria selected on the Select tab.