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Sales Order - Customer Reports
The Customer Reports provide a variety of information about your customers including granted credit limits and discounts, contacts and additional addresses as well as the recurring sales orders and list of customer transactions. Each report has several options and criteria so you can narrow down data to the specific information you need. Read the information below to get a closer look at each of the Customer Reports available in AccountMate.
Customer Listing
The Customer Listing provides detailed information of your customers including company names, aliases and websites as well as the contact persons and currency codes used. You can use this report as a reference of your customer base.
You can generate this report for active customers only, inactive customers only or both. You can also select to include in the report the remarks specified on the customer record's Notepad tab.
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Customer Credit Limit and Discount Listing
The Customer Credit Limit and Discount Listing provides information on your customer's credit limit, discount arrangements and other related data. This report together with the Aging Report is especially helpful in analyzing your customer's credit standing.
You can generate this report for active customers only, inactive customers only or both.
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Customer Contact Listing
The Customer Contact Listing provides information on customer contact persons and other contact information. It serves as a quick reference list of your customer contacts. This report is useful in determining you customers' contact persons whom you can communicate with concerning your customers' accounts and/or sales arrangements. You can also use this report as reference when performing mass mailings to customer contacts.
You can select to show active customers only, inactive customers only, or all customers. You can also select to include the remarks entered in each customer record's Notepad tab.
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Customer Additional Address Listing
The Customer Additional Address Listing shows supplemental addresses of customers with offices or warehouses in multiple locations. This report supplements the Customer Listing report.
You can select to show active customers only, inactive customers only, or both.
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Recurring Sales Order Report
The Recurring Sales Order Report provides information on the recurring sales order templates that you have set up for each customer. This report is useful for reviewing the recurring sales order templates prior to updating or deleting them. It also helps you identify the customers for whom these recurring sales order templates are set up and helps you assess when sales orders should be generated from the templates.
You can select to generate this report for active, inactive or all recurring sales orders. You can also select to show multi-currencies in the report.
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Customer Transactions Listing
The Customer Transactions Listing provides detail information on each customer's sales transactions. This report lists the customer's purchases during the specified period. It is useful for analyzing customer purchase patterns during a specific period. It also serves as a supporting document for the reconciliation of the customer's balance.
You can choose to generate this report for shipments with invoices only, for shipments without invoices only or for all shipments.
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