The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
The Thank You report details a combination of information useful for following up with customers.
WHAT IT DOES
It shows contact information and sales history for customers, and is the best report to quickly give you customer information and recent purchases within a specific time-frame. Because it is grouped by Original Associate, it might be useful in helping you easily reach out to your customers with a personalized thank you note or email, thanking them for their business.
HOW IT WORKS
To create Thank You report:
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Select Reports from the function menu.
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Select Customer Reports → Thank You report.
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Select OK. The report will appear. Data fields in the Thank You report include:
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Sale #: The transaction # of the sale.
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Date: The date the transaction took place.
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Description: Description of the item sold.
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Amount: Amount for which the item sold.
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Associate: Groups customers by associate.
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Customer: Customer’s name, phone, address
Note: Some reports may take some time to compile. Don’t interrupt the task until the report appears.
Note: The Presets function allows you to predefine reports. For example, you could create a series of month-end reports.
EXPAND YOUR EDGE EDUCATION
Want to discover more about our Thank You report? Click the button below to launch our Edge User site and log-in to view a sample screenshot of how it looks within The Edge. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.
