Helios v9.4 - tanTALK

Neon Beach · 02-22-2006, 09:32 AM

Anyone know if there is a precise report I can use to pull up the top spenders?

Andy · 02-22-2006, 09:42 AM

hehehe

There sure is John ... it is in Sales Reports ... Client Activity report.

It allows you to report your TOP NN clients were NN is the number of top clients you want reported (ie 10, 50 0=all) ... you also have the option to only see Top NEW clients.

It reports # of Visits, Service Purchases, Product Purchases, Misc Purchases and Total Purchases ... sorting in declining order based on Total Purchases

OH ... that is in V11.4 not V9.4

Now, John knowing you do not wish to upgrade to V11 ... and believing you do in fact have the Demo CD for V11 (Needs to be V11.4 or close to it for this fairly new report to be present) ... you could install it on another computer ... copy the data from you live system to a V9 directory on the other computer and convert the data into V11 and run the report.

Neon Beach · 02-22-2006, 09:45 AM

Ha. Ha. Andy. :) I don't think I have the V11 version demo. I have a demo, but I don't think it's that one. But gee, thanks!! :lol:

Andy · 02-22-2006, 09:49 AM

Just ask for a Demo ... Helios will send it to you

Neon Beach · 02-22-2006, 09:58 AM

Will it be here today?

Andy · 02-22-2006, 11:41 AM

"Location: Somewhere where I don't know where I am."

Since you do not know where you are ... sure ... just not sure you will be there where it is.

movieking · 02-22-2006, 12:02 PM

Where would I find this report in back office?

Neon Beach · 02-22-2006, 12:08 PM

Quote:

Originally Posted by Andy @ MyATSO.ca

"Location: Somewhere where I don't know where I am."

Since you do not know where you are ... sure ... just not sure you will be there where it is.

We all have that problem up here. Postal Carriers wander aimlessly.

Andy · 02-22-2006, 01:58 PM

Under Sales Reports Menu ... 9. Client Activity

movieking · 02-22-2006, 05:09 PM

Quote:

Originally Posted by Andy @ MyATSO.ca

Under Sales Reports Menu ... 9. Client Activity

Item 9 is "sales time and DOW". I just installed back office last month.

02-22-2006, 09:32 AM	#1 (permalink)
Neon Beach Join Date: Nov 30 2000 Location: Ontario Age: 61 Posts: 38,594 Rep Power: 107	Helios v9.4 Anyone know if there is a precise report I can use to pull up the top spenders? __________________ www.talktimmins.com -- http://www.drjawnswebworx.com/

02-22-2006, 09:42 AM	#2 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Re: Helios v9.4 hehehe There sure is John ... it is in Sales Reports ... Client Activity report. It allows you to report your TOP NN clients were NN is the number of top clients you want reported (ie 10, 50 0=all) ... you also have the option to only see Top NEW clients. It reports # of Visits, Service Purchases, Product Purchases, Misc Purchases and Total Purchases ... sorting in declining order based on Total Purchases OH ... that is in V11.4 not V9.4 Now, John knowing you do not wish to upgrade to V11 ... and believing you do in fact have the Demo CD for V11 (Needs to be V11.4 or close to it for this fairly new report to be present) ... you could install it on another computer ... copy the data from you live system to a V9 directory on the other computer and convert the data into V11 and run the report. __________________ Andy Thompson andy@tommyk.com

02-22-2006, 09:45 AM	#3 (permalink)
Neon Beach Join Date: Nov 30 2000 Location: Ontario Age: 61 Posts: 38,594 Rep Power: 107	Re: Helios v9.4 Ha. Ha. Andy. :) I don't think I have the V11 version demo. I have a demo, but I don't think it's that one. But gee, thanks!! :lol: __________________ www.talktimmins.com -- http://www.drjawnswebworx.com/

02-22-2006, 09:49 AM	#4 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Re: Helios v9.4 Just ask for a Demo ... Helios will send it to you __________________ Andy Thompson andy@tommyk.com

02-22-2006, 09:58 AM	#5 (permalink)
Neon Beach Join Date: Nov 30 2000 Location: Ontario Age: 61 Posts: 38,594 Rep Power: 107	Re: Helios v9.4 Will it be here today? __________________ www.talktimmins.com -- http://www.drjawnswebworx.com/

02-22-2006, 11:41 AM	#6 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Re: Helios v9.4 "Location: Somewhere where I don't know where I am." Since you do not know where you are ... sure ... just not sure you will be there where it is. __________________ Andy Thompson andy@tommyk.com Last edited by Neon Beach; 02-22-2006 at 12:08 PM.

02-22-2006, 12:02 PM	#7 (permalink)
movieking Team TanTalk Join Date: Aug 12 2004 Location: ITA 2004-2013 / ASA 2013 Posts: 3,444 Rep Power: 30	Re: Helios v9.4 Where would I find this report in back office?

02-22-2006, 01:58 PM	#9 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Re: Helios v9.4 Under Sales Reports Menu ... 9. Client Activity __________________ Andy Thompson andy@tommyk.com

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