Products Purchased

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Revision as of 12:03, 20 September 2021 by Sbenney (talk | contribs) (spaced it out a little bit)
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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.