Manufacturer Quick Report

Manufacturer Quick Reports are designed to give you as much information at-a-glance as possible, without making you run full reports to find something simple about your Manufacturers, either by Retailer or Salesperson.

What you'll learn

• How to run a Manufacturer Quick Report
• How to run a Manufacturer Quick Report by Manufacturer
• how to export a Quick Report

Running the Quick Report

This feature is found by using the corresponding button on the far right of each Manufacturer on the Manufacturers  screen.

This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.

You may also toggle between seeing information by Retailer, or Salesperson:

The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this Manufacturer.

The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.

Selecting customers by Manufacturer for Email Blast

Much like the Customers screen, you may select your desired customers (1), then click the Email Blast button (2) to retrieve the email list of the selected customers.