Navigation:  REPORTS > Sales Reports >

6. Customer Sales Reports

Previous pageReturn to chapter overviewNext page

 

This option allows you to search the sales files and list or print mailing labels for customers who have bought certain types or values of merchandise within certain date ranges. Choose Customer Sales Reports from the Sales Reports Menu.

 

 

▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄

█       Golden Opportunity ♦ Customer Sales Reports for Selected Items         █

█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█

█  1) For Vendors:                   ___            ___                        █

█  2) For Brands:                    ___            ___                        █

█  3) For Brand Style Numbers:       ____________                              █

█  4) For Major Class Codes:         ___            ___                        █

█  5) For Minor Class Codes:         ___            ___                        █

█  6) For Dates Sold:                __/__/__       __/__/__                   █

█  7) For Prices Greater Than:                     ______.__                   █

█  8) Display, Print, Wide, Compressed or Mail labels  Display                 █

█  9) Start Report                                                             █

█  A) Fill in Temporary Purchase Amount (see mailing label screen)             █

█  0) Return to Previous Menu                                                  █

▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ <Esc>=Quit ▀▀▀

 

 

 

Use options 1 through 8 to select the types of purchases you want to search and to select the report format. Choose Start Report to start the report or to print the labels for customer who have made purchases that fit the criteria you specify. If you do NOT specifically want to choose a specific criterion (e.g. For Vendors) you shouldn’t choose that option.

 

Unlike other sales reports, this report screen will search through all yearly sales files, not just the current sales file, so be sure to select a date range if you don’t want to include sales from previous years.

 

For Vendors*} Use this option to restrict the selection to items from one vendor only, or a series of vendors. To choose items from just one vendor, enter the vendor code as both the starting and ending vendor code. If nothing is entered, ALL vendors will be included.

 

For Brands*} Use this option to restrict the selection to items from one manufacturer only, or a series of manufacturers. To choose items from just one manufacturer, enter the manufacturer code as both the starting and ending manufacturer code. If nothing is entered, ALL manufacturers will be included.

 

For Major Class Codes *} Use this option to restrict the selection to items from one major class code only, or a range of major class codes. To choose items from just one major class code, enter the major class code as both the starting and ending major class code. If nothing is entered, ALL major class codes will be included.

 

For Minor Class Codes *} Use this option to restrict the selection to items from one minor class code only, or a range of minor class codes. To choose items from just one minor class code, enter the minor class code as both the starting and ending minor class code. If nothing is entered, ALL minor class codes will be included.

 

For Dates Sold *} Use this option to restrict the selection to items from one selling date only, or a range of selling dates. To choose items from just one selling date, enter the selling date as both the starting and ending selling date. If nothing is entered, ALL selling dates will be included.

 

For Prices Greater Than*} Use this option to restrict the selection to items to those having a selling price above a certain value. This refers to the actual selling prices from the sales receipt, not necessarily the ticketed or intended selling price.

 

This figure applies to each individual item purchased, not total purchases by a customer. For example, if you choose to restrict the report to rings (by entering the appropriate major class codes above) with ‘Purchases Greater Than’ $600.00, then only those purchases of rings with individual prices of more than $600.00 will be picked up. If you have a customer who bought ten rings at prices between $400 and $500, that customer would not show up because no single ring was higher than $600 even though the total ring purchases were greater than $4000. Likewise, if another customer had bought a $700 ring but returned it a month later, that customer would show up because there was a ring purchase for greater than $600 even though the total purchases were $0.

 

To run the report based on a customer’s total purchases within categories of merchandise, see the Fill in Temporary Purchase Amount option below.

 

Display, Print, Wide, Compressed, Mail Labels, Mail Merge*} The report can be displayed on the screen or printed on the printer. If the report will be printed, you can print on regular size paper or, if you have one, you could print on a wide-carriage printer that has room to print more detail. The wide report can also print the same detailed report on a standard-size printer by using small (compressed) characters.

 

Instead of just printing reports of the sales items and the customers who purchased them, you can choose Mail Labels instead to directly print mailings labels for those customers who met the purchase criteria above.

 

Further, instead of printing a report or mailings labels, you can choose the Mail Merge option that will create a mail merge file with a list of all the customers who met the purchase criteria above. The file name will be MERGE3.JS in the root drive (\MERGE3.JS). To use this file you will have to use the mail merge features of your word processor. The Jewelry Shopkeeper will only create the mail merge customer list, but will NOT create the actual mail merge letter for you. For that, you would have to learn the mail merge features of your word processor.

 

Start Report*} Choose this option to start the report according to your selections. The report will display on-screen, on paper, on mailing labels or in a mail merge file depending on your selection above.

 

Fill in Temporary Purchase Amount*} As noted above, if you enter a value in the ‘For Prices Greater Than’ option, only customers who bought items with values higher than that amount will appear. If you are more interested in the total value of all purchases that a customer makes (possibly just in a specific category as defined by the criteria you choose on the menu), choose this option. When you choose this option, the program will sum all the items that meet the criteria chosen above and will enter the sum into each customer’s Temporary Purchase bin. So, if you chose Rings above $500 and a particular customer had purchased ten rings at $80 each, the value of $800 would be entered into that customer’s Temporary Purchase Bin. If a customer bought a $700 ring then returned it the next month, the value $0 would be entered into that customer’s ‘Temporary Purchase Bin’. To make use of this information, you would need to choose the Customer Mailing Labels option from the Reports Menu.

 

If you choose the Fill In Temporary Purchase Bin option, do NOT type in a number in the For Prices Greater Than option above.