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Sales

Customers - Items Issued History Report

The Call Report feature allows you to print an Items Issued History Report for the selected Customer.

Ribbon Access:   Sales  >   Customers

1. The Customer Listing screen will be displayed.
2. Select the Site where the Customer can be located.
   • The example has Durban selected.
3. Select the Status for the Customer.
   • The example has Active selected.
4. Select the row of the Customer whose Call information you would like to work with.
5. Click on the Call History tile.

Print Items Issued History Report

6. The Calls for Customer [ ] screen will be displayed.
7. Select the Site and Call Status.
   • The example has Durban selected and the status has been set to New.
8. Click on the row of the Call you wish to print the items issued report for.
9. Click on Print and select Items Issued from the Print Options menu.

10. When you receive the Report Generation message;
    • Do you want to print the items issued report [ ]?
11. Click on Yes to proceed.

12. The Items Issued History Report for the Call will be displayed in the Preview window.
13. You can make cosmetic adjustments to the report, as well as Save, Zoom, Add a Watermark, Export or Email.
14. Close the preview screen to return to the Calls for Customer screen.