Customer Purchases Report

The customer purchase report can be used to identify your top customers.  This report uses the counter, work order, rental and equipment invoice files to determine the top customer sales regardless of the type of payment received.

Sort the report in ascending/descending order or by the type of purchase.  

1. Select Customer Manager Menu>>Reports>>Customer Purchase Report.

2. You will be given a list of top customers to choose to be included on this report.  Use the SPACE bar to select the company(s) and press ENTER to continue.

3. Include Sales between

   Click the down arrow to select closed or posted.

    

   Enter the starting and ending date to include sales (optional). You can use the fown arrow calendar function to select a date range or leave the fields blank for all dates.

4. Include Range of Customers

   Enter the starting and ending customer account numbers to include if desired or use the down arrow to choose from a list of existing customers. To include all customers, leave these fields blank.

5. Using the (B)ill to or (S)hip to customer:

   Click the down arrow to select bill to or ship to customer that was on the invoice.

6. Display the  TOP/BOTTOM customers who

   Press the down arrow  to choose TOP or BOTTOM number of customers.

    

   All customers will be printed in the ranking order.  These customers will represent the top or bottom customer sales based on either purchases, parts, labor, outside labor, freight, mileage, or shop supplies.

    

   In the field before customers who is the number of top or bottom customers you wish to print. So, if you need to see the top 50, you would enter 50 in the field before customers who

7. purchased  MORE/LESS than ____ dollars worth

   Press down arrow  to choose whether the amount you will enter is MORE or LESS than the dollars worth of total purchases.

    

   Also, enter the dollar amount for the cutoff, if blank there will be no dollar amount cutoff.

8. of  TOTAL PURCHASES

   Press  down arrow to choose the type of sales to be evaluated. Options are:

   Total purchases

   Parts

   Labor

   Other

   Freight

   Mileage

   Shop Supplies

   Rentals

   Equipment

    

    

9. Include Rental Contracts?  (Y or N)

   If you want the rentals (from the Rental Module) to be included in the evaluations, answer (Y)es.  Otherwise, answer (N)o.

10. Display Customer Owned Equipment?  (Y or N)

    If you wish to list all the equipment purchases for the customers that print based on the criteria, answer (Y)es.  Otherwise, answer (N)o.

11. Filter equipment by Report Generator Condition:

    You can create an equipment condition from within Equipment report generator that sets data criteria.  You can then use that condition within this report to determine the information pulled.

12. Display deleted customers with sales?  (Y or N)

    If you wish to include customers with sales that have been deleted, answer (Y)es.   Otherwise, answer (N)o.

13. Include all Mfr/Sup in Total Part Sales?

    If "N" you will be presented with a list of manufacturer/suppliers for selection.  Otherwise, all will be included.

14. Print mailing labels for customers on report?  (Y or N)

    Answer (Y)es to print mailing labels of the customers that meet the above criteria.  Otherwise, answer (N)o.

15. Filter customers by Report Generator Condition:

    You can create a customer condition from within report generator in Accounts Receivable that sets data criteria.  You can then use that condition within this report to determine the information pulled.

16. Separate customers by division

    Respond with a Y is you wish to separate customers by the division on their customer record.

     

17. Separate customers by year

    If the report spans years do you wish to total by year. Answer Y if yes.

18. Sort customers in DESCENDING order

    Press the down arrow to sort customers in descending or ascending order.

19. by  TOTAL PURCHASES

    Press down arrow to sort customers by Total Purchases or Customer Account number.

20. Complete this screen. (Click on a field name for an overview. An asterisk (*) denotes required fields.) 

21. Press ENTER once all fields have been completed.

22. The system will print the report according to the criteria you entered

CNH Dealers:  This report also creates a .csv (comma delimited) file stored in the folder \wb\tpar-001\cnh_totpurch.csv.  This file can be accessed in excel and sent.