Customer Snapshot (Report)

Available from the Customer and Vendor forms, this report provides a synopsis of customer information. By default, a check is placed in the <Contacts> checkbox so that contact information is included. Pending that a check is placed in the <History> check box, prior invoiced sales history and a year to date (YTD) summary are provided.

By default, the report will show only the current customer or vendor displayed on the Customer or Vendor form respectively. Placing a check mark in the <All Customers/Vendors> check box will include all customers or vendors respectively sorted by company name.

If check marks are placed in the <Contacts>, <All Customers>, and <History> check boxes on the Customer form, sorting and grouping are as follows:
Customer by name with Bill to, Ship to, type, rep, user defined, and note (can be filtered by form)
Contacts by last then first name
Order History by Vendor name (can be filtered from drop lists)

If a filter has been applied to the Customer form by right-clicking one or more fields on the form and selecting <Filter by Selection>, the form’s filter will be inherited by the report. A sort applied to a field in this manner will also be inherited by the report.

When the report includes historical sales information, a filter can be applied to the sales history by selecting a field and a value for that field from the <Filter> and <Value equal to:> drop lists.

Removing the check mark from the Contacts check box will avoid printing contact information for the customer(s) selected. Use the Customer Snapshot (Abr.) for an abbreviated report or the Customer Labels report for an even more concise listing.

Example:

1) Select a record with a particular Customer Type i.e. 'A'
2) Right-click the Customer Type field and select <Filter by Selection>
3) Right-click the Bill To: City control and select <Sort Ascending>
4) Select ‘Customer Snapshot’ from the reports drop list
5) Verify that a check is placed in the <Contacts> and <History> check boxes
6) Select ‘Order Type’ from the filter drop list, press tab, and select an order type from the <Equals> drop list e.g. ‘Direct’
7) Select a postal code range using the Begin and End controls
8) Preview and print the report

The report will show only Type 'A' customers, sorted in ascending order by City and Company Name within the postal code range selected. Order history will only be shown for ‘Direct’ orders. All customers that meet the ‘A’ filtering criteria will be included because a filter has been placed on the form.

Notes:
Filters may be combined but only one field may be chosen for sorting. If a field has been chosen for sorting, the report will be sorted by that field first and then sorted by Company Name within the first sort.

Apparel & Footwear Only:
When your agency’s industry preference is set to ‘Apparel’ or ‘Footwear’ on the My Company Setup form, ‘Season’ will be available from the <Filter> drop list. The first two letters of the Season designation of your orders are used for the seasonal filter. If you entered orders with the ‘Season’ designation of ‘Spring 00’, or ‘SP 01’, or ‘SP 02’, select ‘SP’ from the filter drop list to see invoices and order summaries for all of these designations. The amounts shown for previous years are based on invoiced amounts only.

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