Details:

Use the Outstanding Revenue Report to see a list of orders that have been taken but not invoiced (Administration > Reports > Sales > Orders and Invoices > Outstanding Revenue).


Filters

 - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
  • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
 - Customer type: Use customer types to setup different customer classifications, e.g. Commercial, Residential, or Wholesale.
  • A customer type is added to a customer using the Profile tab of the Customer screen.


Security Permissions Required

Category

Function

Admin-Reports

Can Access Reports Tree Branch

Can Access Reports - Sales