Difference between revisions of "Products Purchased"
m (info added) |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | '''In This Section''' <br /> | |
This allows you to see what customers have purchased products or groups. | This allows you to see what customers have purchased products or groups. | ||
| − | |||
| − | |||
===This report allows you to see what customers have purchased various products or groups.=== | ===This report allows you to see what customers have purchased various products or groups.=== | ||
'''Filter By Customer'''<br /> | '''Filter By Customer'''<br /> | ||
| − | |||
You can search by the customers' Company Name here.<br /> | You can search by the customers' Company Name here.<br /> | ||
'''Filter By Customer Category'''<br /> | '''Filter By Customer Category'''<br /> | ||
| − | + | You can specify the customers' Category here by selecting a category from the drop-down menu bar.<br /> | |
| − | You can specify the customers' Category here by selecting a category from the drop down menu bar.<br /> | ||
'''Filter By Account Manager'''<br /> | '''Filter By Account Manager'''<br /> | ||
| − | + | You can specify the customers' Account Manager here you can select a manager from the drop-down menu bar.<br /> | |
| − | You can specify the customers' Account Manager here you can select a manager from the drop down menu bar.<br /> | ||
'''Restrict To Last x Days Of Orders'''<br /> | '''Restrict To Last x Days Of Orders'''<br /> | ||
| − | + | To restrict this report to a specific period, enter the number of days here, or leave at 0 for no limit.<br /> | |
| − | To restrict this report to a specific period, enter the | ||
'''Filter By Product Group'''<br /> | '''Filter By Product Group'''<br /> | ||
| − | |||
You can specify the Product Group here.<br /> | You can specify the Product Group here.<br /> | ||
'''Filter By Product Type'''<br /> | '''Filter By Product Type'''<br /> | ||
| − | |||
You can specify the Product Type here.<br /> | You can specify the Product Type here.<br /> | ||
'''Filter By Stock Record'''<br /> | '''Filter By Stock Record'''<br /> | ||
| − | |||
Here you can search by SKU and/or Name to limit the results.<br /> | Here you can search by SKU and/or Name to limit the results.<br /> | ||
'''Group Results by Customer'''<br /> | '''Group Results by Customer'''<br /> | ||
| − | + | For customers who have ordered multiple times, you can group them together with this option.<br /> | |
| − | For customers | ||
'''Show Top x Products (0 for all results)'''<br /> | '''Show Top x Products (0 for all results)'''<br /> | ||
| − | + | To restrict this report to a top amount of products, enter the number of products here, or leave it at 0 for no limit.<br /> | |
| − | To restrict this report to a top amount of products, enter the number of products here, or leave at 0 for no limit.<br /> | ||
'''Based On'''<br /> | '''Based On'''<br /> | ||
| − | |||
If selecting the top products, this must be selected. Options available are Quantity, Value and Cost. | If selecting the top products, this must be selected. Options available are Quantity, Value and Cost. | ||
Latest revision as of 12:14, 4 November 2021
In This Section
This allows you to see what customers have purchased products or groups.
This report allows you to see what customers have purchased various products or groups.
Filter By Customer
You can search by the customers' Company Name here.
Filter By Customer Category
You can specify the customers' Category here by selecting a category from the drop-down menu bar.
Filter By Account Manager
You can specify the customers' Account Manager here you can select a manager from the drop-down menu bar.
Restrict To Last x Days Of Orders
To restrict this report to a specific period, enter the number of days here, or leave at 0 for no limit.
Filter By Product Group
You can specify the Product Group here.
Filter By Product Type
You can specify the Product Type here.
Filter By Stock Record
Here you can search by SKU and/or Name to limit the results.
Group Results by Customer
For customers who have ordered multiple times, you can group them together with this option.
Show Top x Products (0 for all results)
To restrict this report to a top amount of products, enter the number of products here, or leave it at 0 for no limit.
Based On
If selecting the top products, this must be selected. Options available are Quantity, Value and Cost.
