I found a way to provide a consolidated sales report to the Company's Head Office - use the customer custom list function.
Set up a consolidation name/code and enter into each applicable customer card.
Run a customer sales summary: Advanced filter/additional filter/custom list.
Hi Trushka,
That's awesome! Using the customer custom list function is a smart way to consolidate sales reports. Just set up a consolidation name/code in each customer card, then run a customer sales summary with the advanced filter and custom list options. Easy and efficient!
Cheers,
Shella
