Sales history

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can view the sales history to see how much was sold and invoiced per customer or per sales item during a specific period.

Access to Sales history

To access;

• click on the Sales icon in the navigation bar
• click on Sales items
• then, in the now-opened screen. select Sales history from the dropdown menu.

Sales history overview

On this screen, you can view all details regarding the quantities and amounts of invoiced sales by customer or sales item.

AVAILABLE USER ACTIONS

From this overview, a user can:

• view the total overview of a sales item.
  
  

View total overview of sales item

To view the total overview of a sales item:

• hover your mouse over the line of the relevant sales item
• click on the button with the three dots
• then select tne View sales item menu option from the dropdown menu
  
  

In the now-opened screen, a so-called total overview of the sales item can be viewed. 

The following items, among others, are shown here: details of the sales item, price list(s) to which the sales item has been added, price agreement(s) with customers for the sales item, key figures for the sales item, revenue per month, revenue per year, last invoices and top sales.

For a detailed description, see article Total overview of sales item.