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Customer Promotions Report

The Customer Promotions Report includes information related to Customer Promotions found under Lists > Customer Setup Codes.

NOTE: This report can only be viewed within Microsoft Excel.

Fields:

Sort Option 1 & 2:The primary and secondary fields to sort by, you can choose from the following categories:

  • By Route
  • By Date
  • By Account No.

Account No: Enter a range of account numbers to include in the report.

All: Select this option to show All accounts on report.

Customer Type: Select a range of customer types to include in the report.

All: Select this option to show All customer types on report.

Dates: Enter a range of delivery day(s) dates to include in the report.

All: Select this option to show All dates on report.

Promotion: Select the range of Customer Promotions to include in the report.

All: Select this option to show All promotions on report.

Route: Select a range of routes to include in the report.

All: Select this option to show All routes on report.