Customer Master List

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 06, 2022 by Colleen Juliano
2 min read

Overview

The Customer Master List will print out a list of customers and some pertinent information like their terms, salesperson and year to date sales information.  This report can be printed with or without contact information.  There are several options to sort the report by Name, Salesperson, Territory, and Customer Type.  This report can be used as a sales report as well as a general accounting report for reviewing customer accounts.

AR > Customer Reports > Customer Master List 

  • Starting/Ending Territory – This report can be pulled by a territory or a range of territories.

  • Starting/Ending customer types - This report can be pulled by customer type or range of customer types.

  • Starting/Ending customer – This report can also be pulled by a customer or range of customers

  • Starting/Ending Sales Rep -  This report can also be pulled by an individual Sales Rep or range of Sales Reps.

  • Starting/Ending Customer Start Date - This report can be pulled by date range of the customers start date.

Note: this report can be pulled by any combination of these parameters you can leave blank any that you do not want to use and they will be ignored.