There is a new manufacturer exclusion icon in the search row under the manage column. Clicking this icon will allow you to filter (or search) for your customers that are excluded from one, or several, of your manufacturers. Just check the mfr(s) you’d like to see all excluded customers for and click save.
If you’d like to only see customers without exclusions, there’s a checkbox at the bottom of the window labeled “Customers without a mfr exclusion” that you can select. Clicking save will show customers that are not excluded from any mfr.
Like all other forms of filtering and searching, this filter can be used with other column filters to make defined search lists. You can remove the search/filter by clicking “clear search”
Related: Exclude Manufacturers from Customer
If you would like to further segment your orders, you can request to have the order type & order category feature to be activated (just reach out to us by emailing firstname.lastname@example.org). Use this feature to differentiate your orders into categories (such as jewelry, men’s, etc.) and types (such as immediate, reorder, show, etc.).
Once you have the feature available to your showroom, establish your Order Categories and Order Types under “Setup Categories.”
Click “add record” to create new order categories/types.
When adding an order, you’ll be able to assign an order category, and optionally, an order type.
NOTE: Once this feature is activated, order category is mandatory while order type is not. If you only care to use one of these features, use order categories.
Once you enter your orders with order categories and/or order types, you can filter (or sort) your orders with these 2 new attributes.
You can also filter most report results by order type and order category. The following reports have this filtering ability:
- Top Customers
- Sales by Mfr/Customer
- Sales by Customer/Mfr
- Annual Sales by Month
- Forecasting Analysis by Season
- Open Orders.