The Customer Due to Buy Report includes only items that your customer is due to purchase. An item is deemed "Due to Buy" based on the average number of days between purchases. For example, if Customer A buys Item B on the first, tenth, and nineteenth of the month, the average number of days between purchases is 9. If Customer A last ordered Item B on the first of this month, and today is the eleventh, Item B will be Due to Buy.
The Due to Buy Report can be printed for a single customer, a single Ship To for the customer, or for a group of customers by using the Customer and Product Selection Criteria options. It can also be run for all customers by leaving the screen blank and clicking the OK button.
To print a Due to Buy Report follow the easy steps below. The report can also be faxed, emailed, or exported to a spreadsheet file.
1.Select Sales > Customer Due to Buy Report.
2.Now you need to choose the customer(s) that will be included in the report.
•To print the report for a single customer, enter the customer's number or name in the Customer field and press Tab. You can also use the •To print the report for a select group of customers, use the Customer Selection Criteria and Product Selection Criteria buttons to choose your group. (Click on either option for help using these features). •Customer Selection Criteria allows you to use fields in the Customer Master to select the group of customers that you want to include. Fields include Salesman, Customer Category, State, Territory, Terms, etc. •Product Selection Criteria looks at the products on each customer's Order Pad and allows you to use fields in the Product Master to define which customers will be included. Fields include Product Line, Vendor, Price Group, HazMat, Special Status. This does not affect the products that are included on the order forms, only which customers are included in the printing batch. |
3.Once you have selected your group of customers, choose if you want to sort the products for each customer by Ship To location by checking the Show Shipto Detail box under the Ship To drop down.
4.If you want to export the information to a spreadsheet file, check the Export to CSV box now. When you click the OK button, the system will ask you to name the file and choose a location to save it. Once you name and save the file, it will open as a spreadsheet.
5.If you are printing, faxing, or emailing the report, click the OK button. In the printer window, select the appropriate printer and number of copies, then click the Print button. You can also preview the report on screen by clicking the View button. To fax or email the report, click the Fax/Email button. For more information on faxing or emailing reports, see the Fax/Email Reports page.
