(This feature is available in BCSS Diamond and Virtual.)

Buyer Reports

A 'Buyer Report' is basically the result of a 'search' of the BCSS database for Buyers - like a Google search with an important difference: A BCSS Report will only include desired Buyers and not 'close matches'.

Click Reports on the Main Menu, then Buyers:

Determine Report Content

Settings on the Report screen tell BCSS which Buyers to include in the Report.

For example, to create a list of Buyers who are Active, who are on the Mailing List and who purchased during 9/1/09 through 9/11/09:

1. Check "Active Only'.

2. Check 'On Mailing List'.

3. Check 'Last Purchase' and enter 9/1/2009 in the From field and 9/11/09 in the To field.

Boxes must be checked for settings to apply.

Buyers may be included in the Report based upon Active/Inactive status, User Text, Bad Checks Only, Birthday, On Mailing List, To Receive Sales Reports and/or With Purchases Only.

Sort Output

The content of the report may be sorted by Name, Dollar Volume, Last-Purchase Date or Zip Code. Check one:

Print the Report

Selecting Print the Report -

will present the Report is a Print-Preview Screen:

The report may be printed by pressing the printer icon (yellow arrow).

Selecting View the Report

will present the information in the BCSS Main Table.

Time Filters

Click on these buttons:

to view records in the Main Table that have been added or edited today, last 7 days, last 30 days, etc. Click View All to see all records again.

Quick Links

BCSS is divided into Work Areas. They are:

Each Work Area has its own set of Quick Links. These are the Quick Links for Buyers:

$ Volume - View $ Volume of Purchases in print preview.

$ Volume (table) - View Buyers in the Main Table sorted by $ Volume

Last Purchase (table) - View Buyers in the Main Table sorted by date of last purchase.

New Sale - Select a Buyer and open a New-Sale Invoice with the Buyer's information entered

New Wish - Select a Buyer and open the Buyer's Wish List

# Purchases - View a list of buyers sorted by their # of purchases

Purchased Today/Week - View Sales for Today and the Last 7 Days

Individual Buyer Information

Select a Buyer in the Main Table then view information about the Buyer in the Details Area at the bottom:

Click on the colored tabs at the bottom to view different screens of information (Demographics, General, History, Notes).

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