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The Marketing - Customer Mailing List report shows total sales and billing address for each Customer for a specified period of time.



Step     Action

  1.       Select {Reports} and then select {Marketing - Customer Mailing List} under the Marketing section. A Generate Report modal will open.



   2.      Complete the fields.


Field
Description
Sales Rep TypeSelect a Sales Rep Type from the drop-down menu.
Sales RepSelect a Sales Rep from the drop-down menu.
Start DateSelect a Start Date from the calendar.
End DateSelect a Supplier from the drop-down menu.


    3.      Select {Generate}.


             Note: You may need to confirm the file to be opened/saved before 

             proceeding, depending on your web browser. The file will open or be saved 

             to your computer depending on your web browser.



Report columns include:

  • Customer Name    
  • Customer Number    
  • Sales Rep    
  • Subtotal    
  • Shipping    
  • Postage    
  • Tax    
  • Total    
  • Billing Location Name    
  • Billing Location Address    
  • Billing Location City    
  • Billing Location Region    
  • Billing Location Country    
  • Billing Location Zip/Postal