Customer List |
  
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Customer List |
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A list of customers by name, address and phone numbers. Through the use of the query feature, this list can be a tool to identify those customers who meet certain criteria.
Customer List:
* Management: Marketing : Print Customer List (Report): Query
Comments
Although this report can be modified by the user (see below), it might be best to export the customer list and design a printout through Microsoft Access, Excel, Word or some other software program. Contact POSitive support for more information.
(see How To Use Queries)
These fields are available for the Query
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Address 1 |
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Address 2 |
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Amount Owed |
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City |
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Credit Limit |
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Customer Terms |
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Customer Type (B=Business, P=Person) |
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First Name |
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First Purchase Date |
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Invoice Date |
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Invoice Number |
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Invoice Total |
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Item Category |
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Item Department |
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Item Sold Date |
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Last Name |
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Last Purchase Date |
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Lookup Code |
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Name |
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Phone 1 |
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Phone 2 |
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Price Level |
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Sales ID |
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State |
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Total Purchases (Number) |
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Total Purchases (Sales) |
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User Defined Field 1 |
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User Defined Field 2 |
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User Defined Field 3 |
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User Defined Field 4 |
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User Defined Field 5 |
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User Defined Field 6 |
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Zip Code |
QUERY - allows one to filter the report output
(see How To Use Queries)
Fields available for Query
Address 1
Address 2
Amount Owed
City
Credit Limit
Customer Terms
Customer Type (Business, Person)
First Name
First Purchase Date
Invoice Date
Invoice Number
Invoice Total
Item Category
Item Department
Item Description
Item SKU
Item Sold Date
Last Name
Last Purchase Date
Lookup Code (Customer Lookup Code)
Name
Phone 1
Phone 2
Price Level
Sales ID
State
Station Number
Total Purchases (Number)
Total Purchases (Sales)
User Defined Field 1
User Defined Field 2
User Defined Field 3
User Defined Field 4
User Defined Field 5
User Defined Field 6
Zip Code
DESIGNABLE
This Customer List Report can be enhanced with the following fields. Contact POSitive support for more information.
Account Number
Address 2
Amount Late
Bill To Address Line 1
City, State, Zip
Company Name
Credit Limit
Current Owed
Customer Code
Customer Company Nmae
Customer Last Name
Driver's License Number
E-Mail Address
Fax Phone Number
First Name (and Initial)
First Purchase Date
Last Purchase Date
Number of Purchases
Number of Returns
Over 30 Days
Over 60 Days Owed
Over 90 Days Owed
Phone Number
Report Date
Report Time
Terms
Title (Mr. Mrs)
Total Cost Of Purchases
Total Purchases