Info in Customer Status Report - Card 2
This page describes the fields on card 2 of each record in the Info in Customer Status report setting. Please click the following links for descriptions of the other cards:
---
Use the options on this card to specify whether Monthly Balance figures, Customer Item Statistics, Quotations, Sales Orders and/or POS Invoices will be included in the Customer Status
report when it is produced by the user specified in the
header.
- Include Monthly Balances (12 months)
- Check this box if you want monthly sales totals for the past year to be shown in the report. This information will be taken from approved Invoices.
- Include Customer Item, No. of Months
- If you want to list the Items purchased by each Customer over a particular period, check the Include Customer Item box and enter the period in the No. of Months field. The check box will have no effect if the No. of Months field is blank. This information will be taken from approved Invoices.
- Include Quotations
- Check this box if the Customer Status report should include a list of Quotations. The check box will have no effect if the Number of Quotations field is blank.
- Quotation Class
- Paste Special
Quotation Classes setting, Quotations module
- Enter a Quotation Class here to restrict the listing to Quotations belonging to that Class.
- Number of Quotations
- Specify here the maximum number of Quotations that will be shown in the report, starting with the most recent. No Quotations will be listed if you do not enter a number.
- Include Orders
- Select this option if a list of Sales Orders is to be included in the Customer Status report. This option will have no effect if you leave the Number of Orders field blank.
- Order Class
- Paste Special
Order Classes setting, Sales Orders module
- Enter an Order Class here to restrict the listing to Orders belonging to that Class.
- Number of Orders
- Specify here the maximum number of Orders that will be shown in the report, starting with the most recent. No Orders will be listed if you do not enter a number.
- Include POS Invoices, Number of POS Invoices
- Select the Include POS Invoices option if a list of POS Invoices is to be included in the Customer Status report and, in the Number of POS Invoices field, specify the maximum number of POS Invoices that will be listed, starting with the most recent. No POS Invoices will be listed if you do not enter a number.
- Exclude Activity Types
- Paste Special
Activity Types setting, CRM module
- If you are using the Include Activities and Include Not Done options on card 1, you can choose to remove Activities with particular Activity Types from the report. Enter the Activity Types that you want excluded here, separated by commas.
---
Settings related to Contacts:
Go back to: