The Customer report can give a complete list of customer accounts in the system. At times it may be helpful to view the information for a single customer or a range of customers at a glance. The Customer List report can be found under Reports > List Reports > Customer List > Customer.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. Sort by the following categories:
- Date (Customer Started Service)
- Account Number
- Account Name
- Customer Type
- Major Account Code
- City
- Zip Code
- Tax Code
- Credit Class
- Statement Code
- Account Status
Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Acct No: The range of account numbers to include in the report.
Customer Start Date: The range of start service dates to include in the report.
Customer End Date: The range of ending service dates to include in the report.
Customer Type: The range of Customer Types to include on this report.
Credit Class: Select the range of Credit Classes to include on the report.
Acct Status: Choose the range of Account Status Codes to use on the report.
Major Acct: The range of Major Account Codes to include on the report.
Statement Code: The range of Statement Codes to include on the report.
Only Non-Terminated Customers: This option will only include customers who do not have an end date on their record.
‘Group’ by Sort Option 1: Select this option to group the report by the option selected in the Sort Option 1 dropdown.
Short Listing: Check this box if you would like the consolidated, one-customer-per-line format. It will leave out some of the detail but is handy if you simply want a customer list.
Print Only Summary: Selecting this option will generate a short report that summarizes the data.
Use Delivery Address: Select this option to include the customer’s delivery address on the report (requires Short Listing option). You will also have a new option to show the Tax Code so you can filter and view delivery customer addresses by their tax jurisdiction.
Only Master Billed Customers: Select this option to only include Master Billed customers on this report.
Only Consolidated Customers: Select this option to only include Consolidated Billing customers on the report.
Only EStoreFront Customers: Select this option to only include customers that have an eStoreFront account on the report.
Filter By: Select the desired Sales Rep field (1, 2, or 3) to use for report sorting.
Sales Rep: The range of Sales Reps to include in the report.
Customer Status Codes List
The Customer Status Codes List allows you to print out a list of all of the Customer Status Codes. To access the Customer Status Codes List, go to Reports > List Reports > Customer Setup Lists > Customer Status Codes List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can sort by the following categories:
- Status Code
- Status Description
Customer Status: Select the range of customer status codes to include on this report.
Start/Stop Groups List
This report will list all of the Start/Stop groups entered into Route Manager. To access the Start/Stop Groups List, go to Reports > List Reports > Customer Setup Lists > Start/Stop Groups List.
Start/Stop Reason List
The Start/Stop Reason List report will list the settings for the selected range of Start/Stop Reasons filtered by the Start/Stop Group assigned. To access the Start/Stop Reason List, go to Reports > List Reports > Customer Setup Lists > Start/Stop Reason List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. Sort by the following categories:
- Group
- Reason Type
- Reason Code
Group: The range of groups to include on this report.
Reason Type: The range of reason types to include on this report.
Reason Code: The range of reason codes to include on this report.
Late Charge Codes List
A list of all Late Charge Codes can be printed using this report. To access the Late Charge Codes List, go to Reports > List Reports > Customer Setup Lists > Late Charge Codes List.
Customer Type Codes List
Choose this report to print a listing of all of the customer types in the program. To access the Customer Type Codes List, go to Reports > List Reports > Customer Setup Lists > Customer Type Codes List.
Fields:
Sort Option 1: The primary fields to sort by. You can sort by the following categories:
- ID
- Description
Customer Type Codes: Select the range of customer type codes to include on this report.
Credit Class List
A report of all credit class codes can be printed using this report option. To access the Credit Class List, go to Reports > List Reports > Customer Setup Lists > Credit Class List.
Statement Codes List
A list of all statement codes can be printed using this report option. To access the Statement Codes List, go to Reports > List Reports > Customer Setup Lists > Statement Codes List.
Contact Reasons List
The Contact Reasons List report will generate a list of contact reasons selected. To access the Contact Reasons List, go to Reports > List Reports > Customer Setup Lists > Contact Reasons List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can sort by the following categories:
- ID
- Description
Contact Reasons: Select the range of contact reasons to include on this report.
Suspend Service Codes List
The Suspend Service Codes List generates a list of the selected suspend service codes. To access the Suspend Service Codes List, go to Reports > List Reports > Customer Setup Lists > Suspend Service Codes List.
Fields:
Sort Option 1: The primary fields to sort by. You can sort by the following categories:
- ID
- Description
Suspend Service Codes: Select the range of suspend service codes to include on this report.
Service Priority Report
A list of all Service Priority codes can be printed using this report option. To access the Service Priority Report, go to Reports > List Reports > Customer Setup Lists > Service Priority Codes List.
Contact Via Codes
A list of all Contact Via Codes can be printed using this report option. To access the Contact Via Codes report, go to Reports > List Reports > Customer Setup Lists > Contact Via Codes.
Contact Frequency Codes
A list of all Frequency Codes can be printed using this report option. To access the Contact Frequency Codes report, go to Reports > List Reports > Customer Setup Lists > Contact Frequency Codes.
Major Account Code
A list of all Major Codes can be printed using this report option. To access the Major Account Code report, go to Reports > List Reports > Customer Setup Lists > Major Account Code.
Promotion Codes
A list of all Promotion Codes can be printed using this report option. To access the Promotion Codes report, go to Reports > List Reports > Customer Setup Lists > Promotion Codes.
ZIP Codes List
A list of all ZIP Codes in your system can be printed using this report option. To access the Zip Codes List, go to Reports > List Reports > Zip Codes List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:
- ZIP Code
- City
- Date
Last Updated: The range of dates when the ZIP Codes were last updated.
ZIP Code: The range of ZIP Codes to include in the report.
Short Listing: Checking this box will print the Zip Codes in a three-column format.
Only Include unverified ZIP codes: Select this option to only show ZIP Codes that are not marked as Verified.
Group Area Code List
The Group Area Code List report allows you to print out a list of all the group area codes that have been entered into the system. To access the Group Area Code List report, go to Reports > List Reports > Group Area Code List.
Delivery Order Reasons List
The Delivery Orders Reasons List report will generate a list of the selected range of delivery order reasons. To access the Delivery Order Reasons List report, go to Reports > List Reports > Delivery Order Reasons List.
Fields:
Sort Option 1: The primary fields to sort by. You can sort by the following categories:
- ID
- Description
Delivery Order Reasons: Select the range of telephone reasons to include on this report.
Branch Codes List
The Branch Codes List report generates a list of the selected range of branch codes. To access the Branch Codes List report, go to Reports > List Reports > Branch Codes List.
Fields:
Sort Option 1: The primary fields to sort by. You can sort by the following categories:
- ID
- Description
Branches: Select the range of branches to include on this report.
Product Charge Codes List
The Product Charge Codes List report gives you a listing of the product codes that you have entered into the system. You may limit the report to a charge code range or a general ledger account number range. To access the Product Charge Codes List report, go to Reports > List Reports > Product Codes List > Product Charge Codes List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:
- Charge Code
- Date
- Description
- Truck Order
- Product Class
- Commission Class
- Vendor ID
Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Charge Code: The range of charge codes to include in the report.
Product Class: Enter the range of product classes to include in the report.
G/L Acct. No.: Enter the range of General Ledger Account Numbers to be included in the report.
Show G/L Account Numbers: This will cause all general ledger account numbers on the report.
List all Price Levels: Check this box to include all price levels in the report. This will take more space to print.
Exclude Inactive Products: Check this box to exclude products not actively marketed at the present time.
Product Bar Code Format: Select this option to print the Bar Code for each product that contains a UPC Code in Product Charge Codes.
All Products:Select this option to include All Products on the report.
Only eStoreFront Products: Select this option to show only storefront products on the report.
Show Full Description: Select this option to show the full description of the product charge code.
Include Statement Description: Select this option to show the statement description on the product charge codes list report.
Include Secondary Description: Select this option to show the secondary description on the product charge codes list report.
Vendor Number: Enter the range of Vendor Numbers to include on the report.
Product Class List
The Product Class report will allow you to print a listing of all the product classes that you have entered into the system. To access the Product Class report, go to Reports > List Reports > Product Codes List > Product Class List.
Product Price List
The Product Price List report prints out a list of product price levels that have been entered into the system. To access the Product Price List report, go to Reports > List Reports > Product Codes List > Product Price List.
Fields:
Sort Option 1: This option is defaulted for you. This report can only be printed by price list.
Price List: Select the range of price lists that you wish to include on the report.
Product Price List by Customer
The Product Price List by Customer report prints out a list of product price levels and the customers assigned to them. To access the Product Price List by Customer report, go to Reports > List Reports > Product Codes List > Product Price List by Customer.
Fields:
Sort Option 1: This option is defaulted for you. This report can only be printed by Price List.
Price List: Select the range of price lists that you wish to include on the report.
Inventory Adjustment Codes
The Inventory Adjustment Codes List will generate a list of inventory codes for the selected range. To access the Inventory Adjustment Codes List, go to Reports > List Reports > Product Codes List > Inventory Adjustment Codes List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can sort by the following categories:
- Inventory Code
- Inventory Reasons
Inventory Reasons: Select the range of inventory adjustment codes to include on this report.
Gratis Reasons List
The Gratis Reason List report will generate a list of gratis reasons codes. To access the Gratis Reasons List report, go to Reports > List Reports > Product Codes List > Gratis Reasons List.
Fields:
Sort Option 1: The primary fields to sort by. You can sort by the following categories:
- ID
- Description
Gratis Reasons: Select the range of gratis reasons to include on this report.
Rent Credit Codes List
The Rent Credit Codes List report will generate a complete list of credit codes. To access the Rent Credit Codes List report, go to Reports > List Reports > Product Codes List > Rent Credit Codes List.
Quarantine Status Codes List
This report will list all of the Quarantine Status codes available within the program. To access the Quarantine Status Codes List report, go to Reports > List Reports > Product Codes List > Quarantine Status Codes List.
Fields:
Sort Options 1 & 2: Choose from the following sort options:
- Quarantine Codes
- Quarantine Description
Quarantine Codes: Enter the range of quarantine codes to include on the report.
Sales Tax Rates List
The Sales Tax Rates List report will print a list of all the sales tax rates that you have entered into the program. To access the Sales Tax Rates List report, go to Reports > List Reports > Account Setup List > Sales Tax Rates List.
General Ledger Listing
The General Ledger Listing report will print a list of all the General Ledger accounts that have been entered into the program. To access the General Ledger Listing report, go to Reports > List Reports > Account Setup List > General Ledger Listing.
General Ledger Account Usage
This report allows you to print a listing of all general ledger numbers entered in the Route Manager system. To access the General Ledger Account Usage report, go to Reports > List Reports > Account Setup List > General Ledger Account Usage.
Fields:
Sort Option 1: This option is defaulted for you. This report can only be printed by general ledger number.
Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
General Ledger Account Number: The range of G/L numbers to include in the report.
Write-Off Reasons
A list of all Write-off Reasons report can be printed using this report option. To access the Write-Off Reasons report, go to Reports > List Reports > Account Setup List > Write-Off Reasons.
Credit Note Reasons
A list of all Credit Note Reasons can be printed using this report option. To access the Credit Note Reasons report, go to Reports > List Reports > Account Setup List > Credit Note Reasons.
Truck List Report
A list of all entered trucks can be printed using this report option. To access the Truck List Report, go to Reports > List Reports > Truck List Report.
Truck Class List
The Truck Class List report creates a list of the Truck Classes created in the system. To access the Truck Class List, go to Reports > List Reports > Truck Class List.
Handheld Class List
This report will display all of the settings within the Handheld Class setup screens. To access the Handheld Class List, go to Reports > List Reports > Handheld Class List.
Fields:
Sort Option 1 & 2:The primary and secondary fields to sort by. You can sort by the following categories:
- Class
- Handheld Description
Handheld Class: The range of handheld classes to display on the report.
Route List
This report allows you to print a listing of all routes in the Route Manager system. This report is useful to see all customers assigned in each of the branches. To access the Route List report, go to Reports > List Reports > Route List.
Fields:
Sort Option 1 & 2: You can select from the following fields for the primary and secondary sort:
- Branch
- Route
- Employee ID
Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Employee: Select a range of employees to restrict the output, if desired.
Route: Select a range of routes to restrict the output, if desired.
Employee List
This report will provide a list of employees and their settings entered into the program. To access the Employee List report, go to Reports > List Reports > Employee Setup List > Employee List.
Fields:
Sort Option 1 & 2: The primary and secondary fields to sort by. You can sort from the following categories:
- Employee ID
- Hire Date
- Social Security Number
- Name
- Sequence
- Security Level
Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Date Hired: The range of hire dates to include in the report. You may choose only new employees if you wish.
ID No: The range of employee ID numbers to include.
SSN: The range of Social Security numbers to include in the report.
Type: A range of employee types to include on the report.
Security Level: Include a range of security levels to include on the report.
Include Inactive Employees: Select this option to include those employees with Release Dates.
Security Level Codes List
The Security Level Codes List report prints a list of the security levels within the system. To access the Security Level Codes List, go to Reports > List Reports > Employee Setup List > Security Level Codes List.
NOTE: Only employees designated as “Master User” can access this report.
Fields:
Security Level: The security level range to include on the report.
Summary List Only: Check this box to obtain an abbreviated list of security levels.
Commission Class List
The Commission Class List report allows you to print a list of all the commission class codes that you have entered into the system. To access the Commission Class List report, go to Reports > List Reports > Employee Setup List > Commission Class List.
Branch Report
The Branch Report allows you to print a list of all branches entered into the program. To access the Branch Report, go to Reports > List Reports > Branch Report.
