Difference between revisions of "Products Purchased"
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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.<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.<br /> | + | You can specify the customers' Account Manager here you can select a manger 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 amount of days here, or leave at 0 for no limit.<br /> | To restrict this report to a specific period, enter the amount of days here, or leave at 0 for no limit.<br /> | ||
Revision as of 12:01, 20 September 2021
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 manger from the drop down menu bar.
Restrict to last x Days of Orders
To restrict this report to a specific period, enter the amount 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 at 0 for no limit.
Based on
If selecting the top products, this must be selected. Options available are Quantity, Value and Cost.
