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Customer Reports |
  
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Customer Reports |
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Getting information out of POSitive about your customers can be done in many ways.
LISTED REPORTS
Print Customer Labels -
Not a report, but a means of printing Bill To and Ship To labels for some or all customers.
Two other approaches to printing customer labels, instead of the selection in Report Center, are:
1) go to the Customer List, choose Print [F7] and select mailing labels.
2) go to Marketing: Print Customer List.
Print Customer List - Customer List
Mainly just a name and address list. One can apply a Query to filter the report. The report form can be modified and enhanced to include more information.
Deposits On File
RELATED REPORTS
Bad Checks Report: Link
Accounting: Accounts: Bad Checks: : :
Lists bad checks returned and processed during the selected date range. Includes the amount of the check, reason for return, and customer name, account number and customer lookup code.
Cash Forecast Report: Link
Accounting: Accounts: AR Cash Forecast: : : Sum/Det
Lists totals of monies due on Accounts Receivable on a per week basis. The detailed report identifies the customers by name.
Checks Tendered Report: Link
Accounting: Accounts: Checks Tendered: : Print: Options: Query
Lists checks taken in payment and sorted by check number. The list can be focused on a specific customer or match results of a query.
Consignment Agreement Link
Inventory: Consignments By Name: Print Agreement
As inventory is accepted from a consignor for resale, terms of the sale are defined and an agreement is drawn up for signature. The Consignment Agreement can be reprinted. Paragraphs of the agreement can be edited.
Consignment Inventory Link
Report Center: Inventory: Inventory List: Run Report [F7]: Options
To report on all consignment items in inventory by SKU, Description, and stock status. Use of the report options is useful when running other types of reports.
Contract Pricing List Report Link
Contract Pricing In Process: Print: Contract Pricing Details
Contract Pricing In Process: Print: Contract Pricing Summary
Contract Pricing Details
Prints a multi-page list, sorted by contract pricing number, of every pending order. It includes the customer name, account number, contract pricing number, dates entered and due, amount due and current deposit amount as well as the inventory items on the order with SKU, Description, Quantity ordered and backordered. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Contract Pricing Summary
The focus is on the money and due dates, not the inventory involved. It lists the customer name, account number, lookup code, the contract pricing number, dates created and due, the amount of the order and deposits towards the order. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Customer Accounts Receivable Transactions: Link
Report Center: AR Reports: AR Transactions By Date: Run Report [F7]
Customer Center: Customer Record: AR Detail: Print History: :
Every customer with AR history is included in this date range defined report. It shows each customer's Open, Closed, and Processed transactions with date, invoice or transaction number, type of transaction and comment. The difference is calculated between charges and paid amounts with a subtotal. There is a Grand Total at the end of the report.
Customer Consignments: Link
Inventory: Consignments By Name: Print List
Customer Center: Consign [F9]: Print:
A stock count of inventory on consignment for an individual consignor. Lists the SKU, Description, number in stock, held, and number available for sale. Includes customer name and address.
Customer File: Link
Customer Center: Print [F7]: Customer File : :
A simple printout with statistics, data, and notes about the highlighted customer. Includes customer address dates and numbers of purchases and notes about the customer.
Customer Profit Report: Link
Report Center: Sales: Customer: Run Report [F7]
Accounting: Reports: Sales Reports: Customer: : Options
The primary focus is on both profit and customers. The report includes customer name, customer account number and lookup code, invoice number and date, total selling price, total cost, total profit and margin. The data is sorted by Percent Profit, Dollar Profit, Quantity Sold, or Gross Revenue, with detail grouped under the customer name and subtotaled on the customer name line. Grand totals are on the last page.
Customer Purchases List: Link
Customer Center: History Tab: Snapshot: Items Purchased : Print:
The report is for one customer only and can be redesigned to a degree. It can include SKU, description, invoice number and date of invoice, quantity purchased, price, and extended line total. Other fields available are Category, Department, Time of invoice, and Item Long Description (notation).
Deposits On File: Link
Accounting: Reports: Deposits On File:
Lists active orders, layaways, service orders, and internet orders with full or partial payment applied as a deposit towards the purchase of the items. The report is sorted by transaction (order) number. It includes the date of creation, customer name, type of transaction, total amount of the order, and total deposit amount. As detail, a history of each deposit amount, method of payment, and date of a deposit applied to the pending transaction is reported.
Frequent Buyer History Report Link
Management: Frequent Buyer Program: Print History
Customer Center: Frequent Buyer tab: Print
A summary report listing rewards earned per the highlighted customer. The report shows the customer name, account number and lookup code, date and time of purchase of qualifying products, the value of the qualifying products, and the amount of the award. A grand total of awards and balance towards next award are at the end of the report.
Frequent Buyer Report Link
Management: Frequent Buyer Program: Print [F7]
Lists all customers assigned to a specific frequent buyer program. The report includes the customer name, account number and lookup code as well as total to be awarded and balance being applied towards next award.
Gift Certificate Sales Report: Link
Management: Gift Certificate Manager: Sales Report [F8]
A listing of gift certificates sold during a specified date range. The report includes the date of sale, invoice number, and customer name on the invoice. The amount of the gift certificate is listed and totaled for the date range.
Gift Certificates Outstanding: Link
Management: Gift Certificate Manager: Print [F7]
Accounting: Reports: Gift Certificates Outstanding: :
All gift certificates not fully redeemed are listed by date sold. The report includes the gift certificate number, date sold, sales person, invoice number, customer name, and amount of the gift certificate. If a gift certificate has been redeemed in full, it is removed from the list. If it has only been partially redeemed, the amount spent is displayed and a balance calculated. All balances outstanding are totaled.:
Layaway List Report
Layaways In Process: Print: Layaway Details
Layaways In Process: Print: Layaway Summary
Layaway Details
Prints a multi-page list, sorted by layaway number, of every pending order. It includes the customer name, account number, layaway number, dates entered and due, amount due and current deposit amount as well as the inventory items on the order with SKU, Description, Quantity ordered and backordered. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Layaway Summary
The focus is on the money and due dates, not the inventory involved. It lists the customer name, account number, lookup code, the layaway number, dates created and due, the amount of the order and deposits towards the order. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Layaway Report: Link
Accounting: Accounts: Layaway Reports: : : Query
Lists all layaways pending. Includes layaway number, customer name, customer account number, total of the layaway, amount paid as deposit, balance still due, and last paid date, and date when layaway is to be delivered.
Layaway Statement: Link
Accounting: Accounts: Layaway Statements:
One can choose to mail reminders to customers with products on layaway by printing out statements. The statement includes customer name and address, customer account number, layaway number and expected delivery date. Total due on the layaway and a listing of payments already made with date, amount, and tender type. A grand total collected and the remaining balance are printed at the bottom of the statement.
Quotes List Report Link
Quotes In Process: Print: Quote Details
Quotes In Process: Print: Quote Summary
Quote Details
Prints a multi-page list, sorted by quote number, of every pending order. It includes the customer name, account number, quote number, dates entered and due, amount due and current deposit amount as well as the inventory items on the order with SKU, Description, Quantity ordered and backordered. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Quote Summary
The focus is on the money and due dates, not the inventory involved. It lists the customer name, account number, lookup code, the quote number, dates created and due, the amount of the order and deposits towards the order. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Store Credits List: Link
Accounting: Accounts: Store Credits Report:
List all store credits still active. The report includes customer name, account number and lookup code and credit amount with a grand total credits outstanding.
Summary Of Tender Report: Link
Accounting: Reports: Register Balance/Tender History: Tender History Summary: : Sum/Det
Lists one or more tender types for any date range. Available tender types are cash, check, credit card(s), debit card, finance company, store account, store credits used, and gift certificates redeemed. A summary report includes each selected tender type, total amount and percentage of grand total collected. The detailed report shows transaction date, invoice or reference number, customer name, amount, transaction type.
Uncollectable Debts Report: Link
Accounting: Accounts: Uncollectable Debts: : : Date
Accounts receivable for a specified time period which have been flagged as uncollectable are listed with the customer account number, customer name, lookup code, date of purchase and amount of purchase. A total of charges is listed.
Unpaid Consignments Report Link
Management: Process Consignment Sales: Print List [F7]
Lists the sale of all consignment items, the consignor's name and amount to be paid to the consignor, with a grand total at the end of the report. Included is the date of sale, invoice number, SKU and description and quantity of the item sold. The paid value will always be zero unless the item is tagged to be paid.
Zip Code Profit Report
Report Center: Sales Reports: Items Sorted: Run Report [F7] Options
Accounting: Reports: Sales Reports: Items Sorted: : Options
Lists zip codes and city name with number of invoice per zip code, total sale amounts, profit and markup per date range period. Totals are at the bottom of the report.
(see Items Sorted By)
Lists inventory sold per date range period with SKU, description, quantity, cost, price, profit, and markup. Totals are at the bottom of the report. The report can be sorted by Percent Profit, Dollar Profit, Quantity Sold, Gross Revenue, and Zip Code.