Displays information concerning Customer Register, data updated in financial transactions, and data of outflow documents issued (Accounts Receivable).
This generation can be used as a parameter to evaluate the customer status regarding sales, number of purchases made, payment terms, standard discount percentages offered, price list negotiated, and the customer's market segment.
Financial data in the report enable you to evaluate the credit limit defined for the customer, considering risk level, average late payments, number of bills protested, etc.
This report also enables you to analyze the Sales Scenario because it brings information about visits made by the sales representative and their duration.
Another possible analysis is the list of taxes to be calculated during sales transaction, according to Class Register and TIO definition.
Procedures
Issuing the customer register:
- In Customers, click Parameters.
- Configure them according to field help instructions.
- Check configurations and confirm the report print.
See Also
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas