Purpose

The Customer Filter Window is used to find Customers, Customer Accounts and Loyalty Customers based on the search criteria.

 

Figure 3.10 Customer Accounts Filters Window

 

Figure 3.10.1 Customer Accounts Filters Window

Field	Description
Name	The Name of the filter. The Reserved Filter cannot be modified.
Last Name	The Last Name.
Company	The Company Name.
Account #	The Account #.
Cities	The Cities for the filter.
Zones	The Zones for the filter.
Zip Codes	The Zip Codes (up to 4) for the filter.
Options	The Options for the filter. Do Not Deliver Delivery is not allowed. Bad Check A bad check has been previously written. Allow Charge Allowed to charge. VIP Noted as a VIP. Valid Address Address, City, State and Zip have been specified. E-mail Address The E-mail Address is present. Returned Mail A new Address is needed the next time an order is placed.              Require Approval Approval will be required before an order may be placed.
Special Occasions	Birthday Dates This Month, This Week, Next Month or <None>. Beginning The beginning date for the filter. Ending The ending date for the filter. Anniversary Dates This Month, This Week, Next Month or <None>. Beginning The beginning date for the filter. Ending The ending date for the filter.

 

 

Figure 3.10.2 Sales Filter Window

 

 

Figure 3.10.2 Sales Filter Window Fields

Field	Description
Type	<None> Filtering will not occur on the First Order, Last Order or Last Payment. First Order Filters Customers, Customer Accounts and Loyalty Customers that have placed their first order within the date range. Last Order Filters Customers, Customer Accounts and Loyalty Customers that have placed their last order within the date range. Last Payment Filters Customers, Customer Accounts and Loyalty Customers that have made a payment on their Account within the date range.
Dates	Last Week, Last Month, This Week or This Month. If the preset date range is not used, define the date range in the Beginning and Ending Date fields.
Cumulative Information	Number of Orders The Minimum and/or Maximum value for the total number of orders placed. A “0” signifies no Minimum or Maximum. Sales The Minimum and/or Maximum value for the total sales amount ordered. A “0” signifies no Minimum or Maximum. Check Average The Minimum and/or Maximum value for the check average. A “0” signifies no Minimum or Maximum. Current Balance The Minimum and/or Maximum value for the current balance. A “0” signifies no Minimum or Maximum.

 

Figure 3.10.2 Loyalty Filter Window Fields

 

 

Figure 3.10.3 Loyalty Filter Window Fields

Field

Description

Plans 1-4

Filter on the Loyalty Plans. Current Points Filter on the (Minimum/Maximum) number of points on the selected Loyalty Plan. Total Points Filter on the (Minimum/Maximum) cumulative number of points since joining the selected Loyalty Plan. Coup/Disc Issued Filter on the (Minimum/Maximum) cumulative number of Coupons or Discounts since joining the selected Loyalty Plan. Coup/Disc Redeemed Filter on the (Minimum/Maximum) cumulative number of Coupons or Discounts redeemed since joining the selected Loyalty Plan. Discount $ Filter on the (Minimum/Maximum) cumulative amount of Discounts earned since joining the selected Loyalty Plan.

 

 

Figure 3.10.4 Date Range Sales Window

 

Figure 3.10.4 Date Range Sales

Field	Description
Dates	Last Week, Last Month, This Week, This Month, Yesterday, Today or <None>. If the preset date range is not used, enter the date range in the Beginning and Ending Date fields.
Number of Orders	The Minimum and/or Maximum value for the number of orders placed within the specified date range. A “0” signifies no Minimum or Maximum.
Check Average	The Minimum and/or Maximum value for the check average within the specified date range. A “0” signifies no Minimum or Maximum.
Sales	The Minimum and/or Maximum value for the sales amount placed within the specified date range. A “0” signifies no Minimum or Maximum.
Loyalty Plans	Points Filter on the (Minimum/Maximum) number of points accumulated within the specified date range. Coup/Disc Issued Filter on the (Minimum/Maximum) number of Coupons or Discounts issued within the specified date range. Coup/Disc Redeemed Filter on the (Minimum/Maximum) number of Coupons or Discounts redeemed within the specified date range. Discount $ Filter on the (Minimum/Maximum) amount of Discounts earned within the specified date range.

 

Figure 3.10.5 Customer Filters Window Commands

Field	Description
Close	Closes the Customer Filters Window.
Save	Saves current changes.
Find	Customers, Customer Accounts and Loyalty Customers are displayed based on the search criteria.
Clear	Clears all options on the currently selected Customer Filter.
Cancel	Cancels changes made prior to saving.

 

Procedure for Creating Customer Filters

▪ Enter the name of the Customer Filter.

▪ Select or input the options used for the Customer Filter.

▪ Click Save.

 

Related Topics

Job Right ‘Office – Accounts’