Customer Order Form

The Customer Order Form screen allows you to batch print Customer Order Forms and Customer Price Analysis Reports. Choose the type of form to print, then use the Customer and/or Product Selection Criteria options to choose the appropriate group of customers. Both reports can be printed, faxed, emailed or exported to a spreadsheet file.

 

A Customer Order Form includes items from the Customer's Order Pad, with the Last Sale Date and Current Price (optional) for each item, as well as a blank space for the customer to enter a reorder quantity.

 

A Customer Price Analysis includes the Last Sale Date and Quantity, Current Price, Pricing Method, Gross Profit Percent, and Year-to-Date Quantity for each product.

 
 


Customer Sales History

 

Customer Order Pad

 

Customer Due to Buy Report