How to build a profile from previous orders

Go to the Customer Master page.

10 – Master Files –> 2 – Customer Files –> 1 – Customers

Or use speed key .32

Bring up the customer

Hit P for Profile then enter.

Arrow down to BUILD.  Hit enter.

This pop up will appear.  Hit any key.

 

 

Ppro defaults to the last 90 days.  This can be changed by hitting the + key one time to advance to the next page.

On line 1, enter the date.

Upon hitting enter, this pop up will appear.  This is reminding you that any items not sold since the date inputted will be deleted from the profile.  This can be helpful when cleaning up a profile of items not sold.

Hit G for Go and enter.

The profile now reflects all items purchased in the time frame outlined.