Who has bought/not bought
This page describes the Who has bought/not bought report in the CRM module.
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The Who has bought/not bought report allows you to produce the following lists of Customers:
- Customers that have bought or not bought a specific Item;
- Customers with Contracts containing or not containing a specific Item;
- Customers who have been quoted or not been quoted for a particular Item; or
- Customers who have ordered or have not ordered a particular Item.
When printed to screen, this report has the Standard ERP Drill-down feature. Click (Windows/Mac OS X) or tap (iOS/Android) on any Customer Number to open the Contact record for an individual Customer.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: Customers that have bought or not bought the specified Item during this period will be listed in the report. If you want the report to ignore this period, select the Exclude Period Selection option below. The period is always ignored if you are reporting on Contracts (i.e. if you choose Contracts as the Register option below).
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Customer Category here if you would like the report to list the Customers belonging to that Category that have bought or not bought the specified Item.
- Salesman
- Paste Special
Person register, System module and Global User register, Technics module
- Enter a Person's Signature here if you need the report to list the Customers with a particular Salesman that have bought or not bought the specified Item.
- Item
- Paste Special
Item register
- Specify here the Item that is to be the subject of the report: it will list the Customers that have bought or not bought this Item. The report will be empty if you do not specify an Item (or an Item Group or Classification in the fields immediately below).
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Specify an Item Group here if you need the report to list the Customers that have bought at least one Item belonging to the Item Group, or have bought no Items belonging to the Item Group.
- Item Classification
- Paste Special
Item Classifications setting, Sales Ledger
- Specify an Item Classification here if you need the report to list the Customers that have bought at least one Item with a particular Item Classification, or have bought no Items with the Item Classification. If you enter a number of Item Classifications separated by commas, the report will only list Customers that have bought or not bought Items featuring all the Item Classifications listed. If you enter a number of Item Classifications separated by plus signs (+), Customers who have bought at least one Item featuring any of the Item Classifications listed or have not bought any such Item will be listed. If you enter an Item Classification preceded by an exclamation mark (!), Customers who have bought any Item featuring any Item Classification except the one listed will be included in the report.
- For example:
- 1,2
- Lists Customers who have bought at least one Item with Item Classifications 1 and 2 (including Items with Item Classifications 1, 2 and 3).
- 1+2
- Lists Customers who have bought at least one Item with Item Classifications 1 or 2.
- !2
- Lists Customers who have bought at least one Item without Item Classification 2.
- 1,!2
- Lists Customers who have bought at least one Item with Item Classification 1 but without Item Classification 2. Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Customers who have bought at least one Item without Item Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Customers who have bought at least one Item without Item Classifications 1 and 2 (Customers who have bought Items with Item Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Customers who have bought at least one Item without Item Classification 1 or at least one Item with Item Classification 2 (Customers who have bought an Item with Item Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Customers who have bought at least one Item with Item Classifications 1 and 2 or one with Item Classifications 3 and 4.
- 1*
- Lists Customers who have bought at least one Item with an Item Classification beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Customers who have bought at least one Item with an Item Classification beginning with 1 but not 1 itself.
- *1
- Lists Customers who have bought at least one Item with an Item Classification ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Customers who have bought at least one Item with an Item Classification that begins and ends with 1 (e.g. 11, 101, 1001).
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- If you want the report to list a particular range of Customers, enter the range of Contact Numbers here. The report will only list Contacts in the range that are Customers, and will not list Closed Contacts.
- Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Contact Classification here if you would like the report to list the Customers with a particular Classification that have bought or not bought the specified Item. If you enter a number of Classifications separated by commas, the report will only list Customers with all the Classifications you have entered. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be shown.
For example:
- 1,2
- Lists Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Customers with Classifications 1 or 2.
- !2
- Lists all Customers except those with Classification 2.
- 1,!2
- Lists Customers with Classification 1 but excludes those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists all Customers except those with Classifications 1 and 2 (Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Customers without Classification 1 and those with Classification 2 (Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Lists Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Customers with Classifications beginning and ending with 1.
- Register
- Choose which version of the report is to be produced.
- Invoices
- The report will search Invoices to produce a list of Customers that have bought or not bought the specified Item or Items belonging to the specified Item Group or Class. To be included in the search, an Invoice must have been marked as OK, but must not have been invalidated.
- Contracts
- The report will search the Contract register to produce a list of Customers that have Contracts containing or not containing the specified Item or Items belonging to the specified Item Group or Class. Any period specified above will be ignored.
- If you choose the Has not bought option (below), Customers with no Contracts at all will not be listed.
- Quotations
- The report will search Quotations to produce a list of Customers that have been quoted or not been quoted for the specified Item or Items belonging to the specified Item Group or Class.
- Orders
- The report will search Orders to produce a list of Customers that have ordered or not ordered the specified Item or Items belonging to the specified Item Group or Class.
- Function
- Choose whether the report is to list Customers that have bought or not bought the specified Item.
- Exclude Period Selection
- Select this option if you want the report to ignore the period specified above (i.e. you want to list Customers that have bought or not bought the specified Item at any time).
The report is a simple list of Customers with drill-down. The window title and report title will reflect whether you produced the report using the Has bought or the Has not bought option:
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Reports in the CRM module:
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