Company Preferences: Ratings & Trends

Preference Instructions | Item Ratings | Customer Ratings

Ratings and trends allow you to view graphical indicators of sales performance in your item and customer lists. Returns are subtracted from sales to calculate net sales for this feature. Select a link above to learn more about this feature in each area.

Use this page of company preferences to turn on/off the rating and trend feature for each area and specify the value and time periods on which rankings are based.

Note: In a networked, multi-workstation configuration, this preference can be set by the Server Workstation only.

Preference | Function
Show ratings and trends for items | R Select if you want rating and trend information calculated for inventory items. Based on: Choose a value on which rankings are based. Choices are Profit, Quantity (net sales), or Total Sales (net dollars). Time: Choose the number of days in sales history that should be used for calculations. Maximum is 999.
Show ratings for customers (Basic) | R Select if you want sales rating information calculated for customers. Based on: Choose a value on which rankings are based. Choices are Profit or Total Sales (net dollars). Time: Choose the number of days in sales history that should be used for calculations. Maximum is 999.

Company preferences overview