Michael Ianniello
Acumatica Consultant
SWK Technologies, Inc.
Acumatica Cloud ERP gives you many options for tracking historical data and performance metrics, including with the Sold Since feature available for sales orders, invoices and more. This tool allows you to see sales data for a given customer over a specified period when selected.
This quick guide will walk you through how to set up and leverage this functionality:
How to Use Sold Since for Acumatica Sales Orders
When creating Orders in Acumatica, one of the more underutilized features of the Sales Order Module is the Sold Since Action from the Add Items button on the Sales Order Document.
When first selecting this action, a pop up window will bring up a list of all Stock Items the client has in stock so they can quickly add items to an order.
However, when you select the Sold Since Field in the system specific to the customer that is placing the order, it will pull up all the items they have historically bought along with how many they purchased, at the price they bought it for, and the last time they ordered it. These will appear in new columns that are hidden by default unless you have checked this option, and can be seen as Qty. Last Sales, Currency, Last Unit Price, and Last Sales Date.
By default, Acumatica will show you the sales history for the past 3 months from the current business date, but you change modify the time period by changing the Sold Since date directly in the data field.
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