Customer
Add/Remove Order Color Tags In Bulk
You can now add and remove color tags from the Orders list page in bulk using the More Actions button. Here is how: Click Sales in the menu on the left. Click Orders. Mark the desired orders individually, or use the check box in the top left to ...
Top Sellers Report
This report will let you view and export a list of Top Selling products based on various search criteria. This can be helpful to find which of your products are doing well, track long term trends etc. Run the report by completing the following steps: ...
Inactive Customer Report
For those who have repeat customers, it can be helpful to find those who haven’t ordered in a while. You can use the Inactive Customer Report in order to see this information. The report looks for customers with accounts older than the start date, ...
Customer Contacts Report
This report will show you Customer Contacts with the ability to filter by Sales Rep. This can be helpful to export a list of Customers. Run the report by completing the following steps: Click Reports. Click Customer Reports. Click Customer ...
Customer Statement Report
This report will show you Customer Statements based on various search criteria. This can be helpful to find outstanding invoices etc. It will display a section to filter your report, graphs of your results as well as a quick preview. Run the report ...