History view (Customer cards only)

Cards > Creating cards > History view

When you record sales, FirstEdge automatically tracks the history of the transactions for your customers; this information can be valuable in analyzing your sales, and spotting trends that may need to be addressed. Sales history is kept for the current year, next year and up to five previous years.

If you wish, you can enter your monthly sales history for each of your customers for the months before you started using FirstEdge. Enter this information in the History view of the Card Information window if you want to be able to print reports comparing your monthly sales from each customer, vendor with last year's sales.

Warning: If you change a card's history FirstEdge uses the figures displayed in the History tab on some reports. If you change a card's history in this window, keep in mind that the change you make may not accurately reflect your actual totals. Use care when making changes to the amounts displayed in this window. If you make a change and then want to use the previous amount, FirstEdge can't automatically reconstruct the monthly totals.

Step by step