Invoice Summary By Customer

This report lists invoices issued to a customer within a user specified date range.
The report is useful, to identify customers eligible for a discount based on monthly volume.

The detailed report lists the Invoice #, Invoice Date, product #, description, quantity, price, cost, gross profit, margin % and the customer PO number.

Select from Rentals, Sales, Disposals (Rental Equipment Sold) and Services, with subtotals printing for each.
Damage Waiver amounts are included in the Services.

The prompts are:

ALL CUSTOMER TYPES

Check this box to include all customer types.

Uncheck this box to select a single customer type.

TYPE

Enter a customer type or select one from the drop-down list, as setup in Customer Types.

FROM CUSTOMER #

Leave this field blank to include all customers, or enter a starting customer number, or select one from the Accounting Customer Search window.

TO CUSTOMER #

Leave this field blank to include all customers, or enter an ending customer number, or select one from the window.

FROM CLASS

Leave this field blank to include all products from all classes, or enter a starting Product Class, or select one from the Product Class Search window.

TO CLASS

Leave this field blank to include all products from all classes, or enter an ending Product Class, or select one from the window.

FROM DATE

Accept the first day of the current month for a starting date for the reporting period, or enter the preferred date.

TO DATE

Accept the last day of the current month for an ending date for the reporting period, or enter the preferred date.

Note: If there are any Bulk Disposals still in Allocate Bulk Disposals for the selected time period, a warning will appear, advising that these disposals must be cleared, before the report can be produced.

INCLUDE RENTALS

Check this box to include all rental invoices.
Uncheck this box to exclude rental invoices from the report.

INCLUDE DISPOSALS

Check this box to include sale of rental products.
Uncheck this box to exclude sale of rental products from the report.

INCLUDE SALES

Check this box to include all sale invoices.
Uncheck this box to exclude sale invoices from the report.

INCLUDE SERVICES

Check this box to include all service on the report.
Uncheck this box to exclude services from the report.

REPORT TYPE

Select one of the following reporting options:

• Select Summary to generate the summarized report by customer and by Product Class listing the total quantity, price, cost, profit and margin.

• Select Detail to generate the detailed report by customer listing each product, and service, with description, invoice #, date, quantity, price/rate, cost, profit, margin and P.O.#.

SORT ORDER

Select one of the following reporting options:

• Select Class to sort the report totals and product details, by Product Class.

• Select Invoice# to sort the report totals and product details, by Invoice number.
  This sorted output also prints the additional invoice header information including P.O., division, clerk, customer, site, and salesman.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.