custom report filter by customer & supplier

We would like to have the reporting capability to pull a customer list with name, address, email and phone number (where available of course) filtered on customers who have purchased Vera Bradley(Supplier) products in the past. We do use Vera Bradley as a department.

The output would be, for example, 1000 customers out of 4000 in the total customer database have purchased a Vera Bradley product and thus show Vera Bradley in their detailed customer purchases. The report would give us just the subset of 1000 customers to use for target marketing purposes. The report would need to be replicatable, such that we could pull updated reports regularly to use for marketing purposes.

Thanks for the support Dave

Reply to
DCR
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Hi DCR,

We have done a customer statement report for our client, whic can be customized.

Please drop a email to discuss.

Regards, Manick snipped-for-privacy@hotmail.com

"DCR" wrote:

Reply to
manick

We would like to have the reporting capability to pull a customer list with name, address, email and phone number (where available of course) filtered on customers who have purchased Vera Bradley(Supplier) products in the past. We do use Vera Bradley as a department.

The output would be, for example, 1000 customers out of 4000 in the total customer database have purchased a Vera Bradley product and thus show Vera Bradley in their detailed customer purchases. The report would give us just the subset of 1000 customers to use for target marketing purposes. The report would need to be replicatable, such that we could pull updated reports regularly to use for marketing purposes.

Thanks for the support Dave

Reply to
cptsoft

This feature is available in our upcoming release of V.I.P. Zone v1.1. You can accomplish what you describe in less than a minute including export of the mailing or email addresses to a file (CSV or tab-delimited). You can also filter by 'bought handbags, not luggage', date range, specific bags, # visits, $'s, additional tab fields, etc. and save your settings as a template for instant recall. Counts appear in real-time as you define your filters so you know how many customers you'll be reaching before you export the list. V.I.P. Zone also performs USPS street validation as you add new customer accounts, finds addresses by reverse phone number lookup, allows you to merge duplicate accounts, provides global editing at the store level (for HQ users), and more.

Request a 30 day trial of the v1.1 beta by filling out our download form.

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Mention "Send v1.1 beta" in the Comment box to ensure you receive the new version.

Greg Digital Retail Solutions

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(v1.x and 2.x compliant)

Reply to
Greg [DRS]

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