Tracking Sales by Location or Contact allows you to understand which areas or customers are most profitable, enabling you to make informed decisions about marketing, inventory management, and customer relationships.
To view your sales by location
Click on Locations in the left-side menu and look under the Sales column to see how many Pieces each Location has sold.
To see what specific pieces have sold from a location.
Click on the Location’s name.
4. Click on the Sales Records button.
Did you know?
The Piece must be assigned to a Location and marked as Sold first. Edit the Sale if you do not see this.
To view your sales by contact
Click on Contacts in the left-side menu.
Then click on the name of the Contact you wish to view.
3. Scroll down to see all the Pieces that Contact has purchased.
Did you know?
The piece must be marked as Sold to one of your Contacts first. Edit the Sale if you do not see this.