Customer List
I require the ability to pull a list of ALL customers that includes the following:
- Customer Name
- Invoice/PO Number
- Current Storage Quantities and Types
- Rates – including the custom rates by current storage quantities and types
- Bill Customer Setting (Yes or No)
- Location of their storage (warehouse code)
This report is imperative for double checking what invoicing is going to populate when we generate invoices so we can do a double check for accuracy. It is also imperative for setting up all of my warehouses for billing and for performing audits. Right now, I have to pull separate reports by location by branch, export them all, then copy and paste into a single worksheet, remove duplicates then manually check EVERY customer by going into the customer records. This is simply too time consuming and manual.
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Riley Elam commented
I would just include customer type as well. That way you can filter the list