The Maintenance Reports option in the Reports menu allows you to preview, print and download a customer list, a product price list, a list of customers with no deliveries, and a list of product adjustment amounts in customers' standard orders.
- Select Maintenance Reports from the Reports menu
- Open the options for a report by clicking the report name
- Enter the options you require
- Preview: Click to open the report in the Print Preview window
- Export CSV: Click to download report information as an unformatted CSV file that can be manipulated in your spreadsheet or database software.
From the Print Preview window, you can print the report, send an email with the report automatically attached, or download the report in various formats. See Printing in EasyVend for more details on using the Print Preview window.
Customer List Report
The Customer List Report allows you to view and print a list of some or all customers. The report can be filtered by:
- Customer From/To: Select a range of customers to be included in the report; leave empty to include all customers
- Customer Group: Select one or more customer groups to be included in the report; leave blank for all
- Rounds: Select one or more rounds to be included in the report; leave blank for all
- Billing Type: Select one or more customer billing types to be included in the report; leave blank for all
- Customer Status: Select whether to include All Customers who satisfy the other filters, only Active customers, only Suspended customers, or only Inactive customers
- Order By: Select whether to print the report in sequence by Customer Code, Customer Name, or a day of the week's run sequence (based on the customer's default round)
The Export CSV option enables you to download comprehensive information for the selected customers in a format that can be opened in most spreadsheet and database applications.
- The downloaded file contains full customer contact details, allowing you to create your own customised customer lists such as mailing and phone lists.
- The file also contains information such as the customers' credit terms and limit, billing method, price level and billing period.
Product & Price Report
The Product & Price Report allows you to view and print a product price list for a selected Price Level.
- Price Date: Select the effective date of the prices to be printed
- Price Level: Select the price level for which you want to print the report
- Supplier: Select one or more suppliers to be included in the report; leave blank for all
- Product Category: Select one or more product categories to be included in the report; leave blank for all
Note:
- An individual price list for a customer can be printed using the Print option in the Standard Orders tab of their customer details screen
- This customer price list is based on the customer's standard order and any adjustments you have made in that screen to that customer's pricing
Customers Without Deliveries Report
The Customers Without Deliveries Report will list customers who do not have any orders with quantities in the selected time frame. There is also an option to list customers who DO have orders in the selected time frame.
- Date From and Date To: Enter the range of delivery dates for which you want to print the report
- Customer Group: Select one or more customer groups to be included in the report; leave blank for all
- Rounds: Select one or more customer rounds to be included in the report; leave blank for all
- Billing Type: Select one or more customer billing types to be included in the report; leave blank for all
- Customer Status: Select whether to include All Customers who satisfy the other filters, only Active customers, only Suspended customers, or only Inactive customers
- Print Only Customers WITH Deliveries: Tick this option to print the reverse report - that is, list only customers who do have an order and satisfy the selected filters
Customer Price Adjustment Report
For each active Trade customer, the Customer Price Adjustment Report lists the price adjustments entered for products in the customer's Standard Orders tab, along with the End Price. There is an option for excluding products that have no price adjustment.
- Customer From/To: Select a range of Trade customers to be included in the report; leave empty to include all Trade customers
- Customer Group: Select one or more customer groups to be included in the report; leave blank for all
- Rounds: Select one or more customer rounds to be included in the report; leave blank for all
- Product From/To: Select a range of products to be included in the report; leave empty to include all products
- Supplier: Select one or more suppliers to be included in the report; leave blank for all
- Product Category: Select one or more product categories to be included in the report; leave blank for all
- Exclude No Price Adjustment: Tick this option to include only products with a price adjustment in the customer's Standard Orders tab
Rental Asset List Report
The Rental Asset List Report displays a list of Rental Assets and the current Rental Fees associated with those assets.
- Asset Type: Select one or more Asset Types to display on the report; leave blank for all
- Status: Select whether to display Active, Inactive or All Rental Assets
Customer Rental Fee Report
The Customer Rental Fee Report displays a list of Rental Fees where the Rental Date is within the fee's rental period.
- Rental Date: Show Rental Fees where the Rental Date is within their rental period
- Status: Select whether to display Active, Inactive or All Rental Assets
Standard Orders Report
The Standard Orders Report lists the Products in the customer's Standard Orders tab. The report shows the full week of Standard Orders and allows you to filter to specific Rounds.
- Delivery Day: The Delivery Day to use when checking if the Customer is on a Round
- Rounds: Select one or more Rounds to be included in the report; leave blank for all. If the Customer has a Round set for that day, this will be used, otherwise the Default Round will be used