VEHICLE HISTORY

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sbcauto
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VEHICLE HISTORY

Post by sbcauto »

IS THERE A WAY TO PRINT HISTORY REPORT BY LICENCE PLATE NUMBER FOR FLEET CUSTOMER; AND CAN I PRINT HISTORY REPORT FOR THE ENTIRE FLEET.
CUST'S ALSO ASKED IF I CAN GIVE HIM A DOLLAR AMOUNT SPENT FOR THE YEAR?
THANKS BILL
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Rich
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Re: VEHICLE HISTORY

Post by Rich »

by plate number, find the vehicle, go to the History tab, at the bottom right click on Print.

To do the whole fleet? I would end up going one by one, i am sure there is a way, i do not know how.

YTD sales, open account like you are going to start an RO, go to customer tab. In the upper left, the box that says Cust # ????, 4th line down "Sales YTD"

YOUR CAPS ARE MAKING MY EARS RING
Rich Hays
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Being able to get CAPE off a Skew T chart is important in this hobby.
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timbre4
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Re: VEHICLE HISTORY

Post by timbre4 »

You may print invoice summaries per vehicle from the History screen using the Print button when the invoice list is visible. If you click Print with a History invoice opened, it will print only that one entirely as an INVOICE FROM HISTORY. There is no date range function with this method.

For the entire fleet under single Company or Customer name, go to Reports -> Client tab, select the Customer and Vehicle Summary report. Use the Cust ID#, Company or Name button to select the owner. Set the date range and click on OK. This method will include ALL invoices for ALL vehicles under that name for that date range. It can be viewed on screen and pages printed selectively if needed.
Tim McDonnell -
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sbcauto
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Re: VEHICLE HISTORY

Post by sbcauto »

Thanks

ps Sorry For The Caps-I almost Always Use Caps Because It Is Easier.
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