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Quantum VS Help: File Maintenance |
The following reports are available in the 'File Maintenance' category. Click the links for further details:
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Report |
Shows...
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Use To... |
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A list of prices for specified Customer Class and Price Group/Product Group combinations in your Discount Matrix.
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Monitor the pricing terms offered to your Customer Classes for your Price Groups and/or Product Groups within your Discount Matrix.
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A price list of products for use internally.
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Create a price list which may be used by staff, perhaps in the event of a customer system crash, allowing orders to still be placed manually.
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A list of all active Special Prices for a given range of products or customers.
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Create a list of active Special Prices.
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The Statements report is used to generate and print customer statements: a confirmation to your customers of what is owed by them at a particular point in time, including invoices, credit notes, cash, cancelled payments and journals that have occurred with a sales ledger customer account. When run, the report will generate a PDF document featuring pages of customer statements which can be printed and then issued to each customer. There is also the option to fax and/or email the customer their own statement.
Options include the ability to set the date for the included transactions; include reconciled as well as open transactions; focus on selected customer accounts; focus the report on certain Branches, and/or Account Types, and/or Customer Classes, and/or Areas, and/or Reps, and/or Market Types; and more.
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Generate and print account statements for your customers. |
NEXT: Discount Matrix Report