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Price List Report by Customer

Use the Price List Report by Customers to print a list of customers grouped by the price list they are assigned to. The Price List Report by Customers can be found under Reports>Route Reports>Management>Price List Report by Customers.

Fields:

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

  • Price List
  • Account Number
  • Branch

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.

Price List: Select the range of price lists you wish included in the report. If you only want to include one price list, enter the same value in the From: and To: fields.

Acct No: Enter the range of account numbers you want included on the report.

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

Show only customers without a price list: Choose this option to filter out customers assigned to a price list.