Customer information sheet

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Customer information sheet

This report can be generated for a single or range of customers giving information about the customer. The report also includes the top x products sold (based on the setting made); select the date range for the documents to be listed.

 

Customer_Information_Sheet

 

The report will display the main customer information including

 

Main postal address

Credit limit

Last Credit Date

Currency

Category

Sales this year and last

Last ageing based on last Pastel statement

Top x number of products

Price List

VAT Reference

User defined field settings

Additional contact information

Contact history for the client

 

 

Example of the first page of the report

customer_information_Sheet_example