- [Instructor] There's two reports in accounts receivable
that you may want to take a look at on a regular basis
to check on customers and sales.
Click on sales AR and then go down to the bottom of that.
You'll find sales reports.
If you go to the bottom of the sales reports,
you'll find two reports with a little different kind
of icon to it,
which means it's a crystal report.
You'll find the monthly customer status report
and the annual sales analysis.
I'm going to start with the customer status report,
so I'll click on that one.
It's got three criteria here.
The first one is enter the date type
and I'm going to use a posting date.
You could use a document date as well.
And then it asks for a date range.
For this, and I'm going to do this year to date.
So I'm going to do one, one, 20.
It requires you to hit this check mark
to do the enter customers.
If you click on the button here you'll see,
I have it for all customers.
You can filter your customers here either
by a customer group, by the code, or by properties.
I'll hit OK.
Now go ahead and hit OK again.
You get a report.
I'm going to expand it up here.
It's got two pages.
On the first page,
you got two beautiful graphs here.
One is the top five customers by invoiced amount.
Here we got Hooley Pizza
and they're obviously the big one.
Underneath that,
we've got the Carpentaria store.
You'll see we've got both collected and invoiced.
Since Hooley pizza paid their bills,
they'd have nothing.
Down here,
which is the one time customer,
and they paid their bills immediately,
which was part of that invoicing thing
for a retail situation.
If we go here,
we can see here's the Carpentaria store's invoiced amount
and here's how much they've paid so far.
Of course,
they're the only one that's got a balance right now.
So the second one here,
which is top five customers by BP balance.
The only thing we've got is of course the Carpentaria store.
Now I can go on the next page.
This is all that's on this page.
On the next page, by hittin' the little arrow up here,
go to the next page.
On a month to month listing per on each row,
we have what's happened in terms of the order amounts,
gross profit, how much was returned,
invoice credited and collected.
In course, if we go to Carpenteria,
we've got some credit stuff and we have some money
that's collected and so on and so forth.
We've got that all figured out here
and you can see in the totals for this.
Then their one time customer is very simple
because it doesn't have half of that stuff.
It's only got those two numbers on it
because we did it directly.
It goes one more page depending on how many months you have.
So this is still one time customer.
And then you've got a grand total underneath that.
So that's that one.
I'm going to close this up. I'm going to go to the other one,
the annual sales analysis by quarter.
Here, you pick it by document type
and posting date in the year.
I'm going to go here and I'm going to start with an invoice
and then we'll put the posting date is 2020.
Customer group is if you want to filter by customer group.
I'm going to leave all of them,
which you just leave it alone,
and it'll do all of them.
I'm not going to do anything with customer group
and I'm just going to hit OK.
For AR invoices,
you get a chart of your revenue analysis
for this quarter between this year's revenue
and last year's revenue.
We don't have anything for 2019 so this is blank.
And then we have the revenue analysis over here
by customer group.
We have two customer groups.
We have customers,
which is going to be the Hooley Pizza restaurants,
both the franchise and the corporate.
And over here,
we have the small accounts,
which was our retail,
which was set up in the business partner as a small account
for that 999 one time customer.
That's just a little bit of money in there.
You can then get the detail of all that underneath it
with the customers here and the small accounts here.
You can see how that all puts together.
Looking at sales and gross profit on a quarterly basis here
with the total amount on the bottom.
Now of course,
I can change this one and look at some of these others.
Now remember that invoicing and sales
are not the same thing.
There will be sales orders that haven't been invoiced yet
and there are things like retail,
which probably won't affect you directly as much,
but there'll be a little bit of numbers off
where you're going to invoice directly.
In the case of the sales order for us,
I'll pull up the sales order numbers.
The retail where we went directly to an invoice and paid it,
means that the small accounts don't show up here.
We only have customers here.
Okay.
Similarly you can use the last one here,
which is delivery.
Which tells you how much got shipped out
and that delivery document was generated.
So it comes from each one of those three stages
that we've looked at in the course so far.
All right.
These reports give you measures for your customers
to make your next sales decisions.