If you have access to Customer Reports in Back-office, you will be able to view report 304.
1. In Advantage Back-office, click the left sidebar menu.
2. Open the Customers menu.
3. Click on Customer Reports.
4. Select report 304 - Customer Listing, by clicking on it.
5. Click on the "Show Report" button.
6. You can change the report date that will reflect on the report.
7. Select Period Procedure (Month-end procedure) from the drop-down list.
8. The following display / print options are available:
| Filter tab If required fill in the following fields: Name/Surname Customer number Credit limit Street/Suburb/City Telephone numbers Telephonic addresses Select the following: From start date To start date Tick or untick the following: By unticking the box you'll enable the dropdown list. All, or select Customer status All, or select Account status All, or select Customer group All, or select Customer type All, or select Sales person All, or select Sales area |
| Show fields tab Select the fields you require: Name/surname Trading/First name Initials- Titles Customer number - ID ID/Reg No - V.A.T No Head Office - Merchant/WH No Postal Address Street Address Delivery Address Telephone Work - cell Telephone Home - Fax Email account - Web site URL Contact Email - Name Principal Name - Surname Principle Cell - Email Activation Date - Status Account Type - Status Credit limit - Ref Customer Type - Group Sales person - Area |
| Sort order tab Select the fields you require: Name/Surname Trading/First Name Customer Number Credit limit Street City Street Suburb Post Office Post Code Activation Date Account Status Account Type ID/Reg No V.A.T No Head Office Customer Status Customer Type Customer Group Salesperson Sales Area |
9. Click on the Fetch button.
10. This report can be exported to the following file formats: Microsoft Excel, Acrobat PDF and Text CSV.