Sage 100

Has anyone done any reports analyzing changes in customer purchases, i.e. fall off of X% over last year's average, or frequency has changed? Some items aren't purchased monthly - maybe every 3 months, 6 months, etc. Having a hard time getting my brain around how to determine this info.

What's the angle? Looking at customer revenue or profit? Trying to show details of purchases? Wonder if this may be better suited for SI, where you create a pivot table for purchases by desired frequency, then a dashboard showing change by customer or item.

Looking for an alert, re Customer X has dropped their purchase of Item A by 10% over their average sales in the past X months, or they have changed their frequency of purchase by X months, etc.

How often are you going to run it?

You may want to look at Knowledgesync, they have preconfigured event packs that do that type of reporting.

Agree that Sage Alerts & Workflow (Ksync) would be good for this.

Can you edit the Customer Sales History by Item report? Perhaps add a filter for range of periods, then compare avg monthly sales of item x against prior year or a specific period?