- P21 - Data
- P21 - EDI
- P21 - Project
- P21 - Process Issues
- P21 - Dynachange
- P21 - Forms
- P21 - Performance
- P21 - Report/Portal
- P21 - General
- Unassigned
Phocas - How to see customer Sales / Orders / Quotes
Follow the steps below to re-create a view with Sales, Open Orders and Quotes totals grouped by customers
- Select Bill To Customer
- Change from ‘period’ to ‘stream’
- Click on Stream
- Click on Custom
- Delete the two variances – no reason
- Click + and add a new measure. Call it quotes. Click on “sales sales”
- Change stream to quotes. Change period to match period shown
- Click ‘apply’ and then ‘apply’.