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Customer Detail Listing

What is Customer Detail Listing?
Customer Detail Listing provides a comprehensive view of each customer’s information, including their name, contact details, account number, purchase history, payment terms, credit limits, and key addresses. This listing enables businesses to manage customer relationships effectively by offering a detailed record of interactions and transactions. It helps streamline customer service, track purchasing patterns, and ensure accurate communication and support.

Step 1: •Go to back office •Select Reports Module •Select Customer Detail Listing
Step 2: •You may filter the dates (Activity Since) •Filter the Sales Area •Destination: Can be downloaded in PDF and Excel file
Step 3: •Customer Detail Listing report explanation