CNH Customer Sales History
The CNH Customer Sales History screen can be accessed from the Area Sales screen by clicking on the CNH Customer Sales History link if you are licensed to use the CNH Customer End-User Segmentation feature.
The CNH Customer Sales History screen allows you to .
The following is a description of the fields that appear on the CNH Customer Sales Historyscreen:
| Field | Description |
|---|---|
| Sales History File | Displays the name of the file along with the last date and time the customer sales history was generated. Clicking on the hyperlinked SalesHistory.CSV filename will allow you to save, or view, the file on your local PC.Once saved, you can then submit the file to CNH. |
| Select Date Range: |
Use the From: and To: fields to set the date range for which the customer sales history is to be generated. Note: The date range must cover a minimum 3 year period. It will default to the last 3 complete calendar years. |
The following buttons allow you to complete your work on the CNH Customer Sales History screen:
| Button | Function |
|---|---|
| Create Sales History |
Generates a new sales history CSV file for all customers in your currently assigned company and division. Once the file has been created, you will receive a message telling you that the process has completed. Note: Internal, Deleted & Prospect customers and their history will be omitted when this file is built. |
| Close | Closes the screen without saving any changes and return to the Area Sales screen. |