In PPSS, Buyers have the customary 'identifiers': name, ID, city, state, zip, birth date, phone numbers, email address, date of last purchase...

In addition, each PPSS Buyer Record can have unique 'User Text ' which can contain any text for additional Buyer Identification and grouping.

As a special feature, PPSS has several descriptors which may be used to classify customers demographically by Automobile, Credit Rating, Buyer Since (First-Sale Date), Date of Birth, Dollar Volume, Educational Level, Employer, Income, Number of Purchases, Sports Interest and Zip Code.

Values may be entered in any of these fields when a Buyer Record is created or edited. Click on the 'Demographics tab' on the New Buyer or Edit Buyer screens to access Demographics:

Each demographic can have any combination of letters or numbers. Examples:

     Employer: GE, GM, IBM...

     Income: 20000, 40000, 60000...

     Credit Rating: poor, good, best...

    User Text can be anything (which is why it's called 'user defined') - Use it to group customers by (area code 214, 817),  by location (NW, South) by purchase (Designer, Plus Size,  Wedding), by date (1-15-08, 4-10-08)... The list is endless.

Reports can be generated to include only those customers labeled with the same identifier.

Reports may be generated in 2 ways in PPSS:

Selecting any Demographic will produce a print preview of all customers grouped by the demographic selected.

Let's assume we have entered 'best' in User Text as descriptors in 3 customer's records and we want to produce a list which only includes those 3 customers.

Procedure:

On the Main Menu, select Reports then Buyers.

Enter 'best' (without quotes) in the User Text field.

There are 2 ways to view the report, by making selections under Print the Report and View 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) or it may be emailed using the icon to the right of the printer icon (requires Microsoft Outlook or Express).

Selecting View the Report

will present the information in the PPSS Main Table.

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.