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Fastbase Accounting System - Online Manual

Customer Discounts Report

Document 103038/1

Entered Tue, 1 Apr 2003 09:31 by Peter Campbell
Updated Thu, 7 Jul 2005 16:43
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Go to Reports -> Miscellaneous -> Customer Discounts.

This report prints all customers with their discounts by individual part and product type.

Selected Customers:
Select the customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.

Selected Products:
Select the products to report on. The default is "All Products". See Selecting Accounts for Reports & Processing.

Customer Sequence:
Customers are sorted by Customer Name in ascending order by default. Select a criteria from the list to change the customer sort sequence.

Part Sequence:
Products are sorted by Part Number in ascending order by default. Select a criteria from the list to change the part sort sequence.

Print All Discounts?:
The report will print all individual product discounts and product type discounts by default. You can elect to print only individual product discounts or only product type discounts.

Include Customer Part? :
Enter "Yes" to print the customer's part numbers if required.

Exceptions:
The discounts report can also be run with some exceptions (More options) specified to restrict the output to any discounts that meet the exception criteria:

Minimum Profit% Enter the minimum profit% to print. All discounts that don't make the minimum profit% will be reported.
Print Above List? Select this option to print all special prices that are greater than the default selling price.
Expiry Date Enter a date range. All discounts that expire within the specified date range will be reported.

Click on "More Options" if you wish to include any additional selling prices (the default is your first/main sell price).

Output Device:
Select the output device for the report. See Creating Reports - General Comments for details.

Run Report.


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