How can i track business to business Sales

JDenny — Thu, 31 May 2018 17:10:07 GMT

Hello,

Any idea how i can track total sales B2B

thanks

Re: How can i track business to business Sales

Helen — Sat, 02 Jun 2018 18:25:05 GMT

Hi @JDenny. There isn't a way to filter a sales report by customer at this time. But if create a customer profile for the business you're selling to you can assign transactions to a specific profile. Then you can view the transactions associated with that profile from your Customer Directory. Click on the name of a customer you'll see their payments in a new window.

Another idea would be to create items or categorize items by which business you sell the item to. That way you could use the Item Sales or Category Sales reports from your Dashboard.

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How can i track business to business Sales

Re: How can i track business to business Sales