Frequently Asked Question
Sales Analysis in TBS
There is an additional analysis tool now available within the browser interface of TBS
From the home page :
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Choose Accounts --> Sales --> Sales Forecasts :
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At the top of the forecasts page there is now a 'search' section to allow you to define your own date range and options :
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The date range can be flexed to suit whatever your purposes, and there is a checkbox to set whether the dates should refer to invoice dates - or to the Delivery Dates (this can be changed to the Return date by way of a Refs preference setting) - upon hitting the Analyse button, you are shown the results split by sales account code :
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Or by moving the dates backwards and choosing invoices (so for example you may wish to review the last 7 days worth of invoices) :
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