The Customer Listing, accessible from the Customers link in the Shortcuts Panel, provides two views:
1. The default view is "Customer View". It shows one row for each Customer entry in the system. This row, or individual entry for the customer, shows the Customer Name, assigned Sales Rep, the sales rep's commission Split Rate, Sales Total columns, and the Company's business information.
1. The default view is "Customer View". It shows one row for each Customer entry in the system. This row, or individual entry for the customer, shows the Customer Name, assigned Sales Rep, the sales rep's commission Split Rate, Sales Total columns, and the Company's business information.
2. An alternate view, "Account View", is available from the Customers menu. In Account View, each Account Number for each customer is presented on a separate line. This creates multiple listing for each customer when that customer has an account number with more than one Manufacturer (one row per account number). This view also shows the Manufacturer associated with that account number, and the sales for each account.
If there are no account numbers in the Customer entry, then there is nothing to show in Account View. For example, if a Customer buys from three lines but only has an Account Number entry with one, the Account View shows just the one line with the account number. For more information on Account Numbers and their use, refer to Account Numbers, to use them and which to use.
The main purpose of providing the Account View option is to provide the user a method to do searches by account number, by assigned Manufacturer, and see a quick total of sales per line directly in the Customer listing. More detailed analysis should continue to take place in Report Explorer and Data Analysis.
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