Customer Wise Sales Target

The Customer Wise Sales Target in PrismERP is used to define sales targets for specific customers within a selected time period. It helps in tracking customer-based sales performance by setting structured goals and monitoring achievement over time. This configuration is useful for managing prioritized customers and tracking their contribution to overall sales.Users can create a customer-wise sales target by defining the target name, selecting the start and end date, and adding a description for reference. The description can be used to include any specific notes or instructions related to the target.Once created, these targets can be managed from the Customer Wise Sales Target List, where users can search, update, and maintain records as needed.

From the Customer Wise Sales Target List, users can search targets by name to quickly locate specific records. Existing targets can be updated to modify the name, duration, or description whenever required. New customer-wise sales targets can also be created directly from the list view for flexible management.