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.
What you'll learn
- How to run Quick Reports for Manufacturers
- How to export a Quick Report
- How to use the Email Blast feature by Manufacturer
TABLE OF CONTENTS
This feature is found by clicking the Quick Report button next to the desired Manufacturer.
The resulting window shows you basic sales information for the last calendar year for all customers who this manufacturer has orders for.
Show All Toggle (1) - Allows you to toggle between seeing data within the last calendar year and all time.
Retailer (2) - Allows you to toggle seeing data based on customers or salespeople using the drop-down.
Select Export (3) - Allows you to export the report as seen in the window.
ShipTo/BillTo (4) - Allows you to toggle between seeing Bill To or Ship To customer information.
Selecting your desired customers (1), then clicking the Email Blast button (2) will allow you to generate a list of emails you can copy/paste, or send to Outlook as a Draft to sue for marketing/contact purposes.