Customer Export

Originally written by John Hardwick, last updated Nov 05, 2024, on the Swan Retail knowledge base (FRS).

Part of: Financial Reports

This report is designed to allow the retailer to produce a data export of their customer file.

Selection Criteria

Run time choices, user selectable.

• Show Separate Title, Initials and Surname

  • Yes / No

• Restricted Location(s)

• Include Header Row

  • Yes / No

• Include Customers with Mail Flag set

  • Yes / No

• Include Customers with Email Flag set

  • Yes / No

• Include Customers with Accept Phone Calls Flag set

  • Yes / No

• Consolidate Customers

  • Yes / No

• Customers with Sales Placed on or After Date (Use Customer Creation Date if no linked Sales)

Print Sequence

As indicated by blue numbered squares in the report example.

1 Sales Order Date

3 Sales Order Number

Report Totals

As indicated by yellow numbered squares in the report example.

• There are none.

Printed Fields

Fields printed on the report.

• Customer

  • ID

  • Title

  • Initials

  • Surname (or Title, Initials and Surname printed as a single field if selected)

  • Address lines 1 to 5

  • Postcode (zipcode / Eirecode)

  • Last Location to take an Order

  • Main Telephone

  • Mobile / Cell Phone

  • Daytime Phone Number

  • Email Address

  • Email Preference Indicator

  • Post Preference Indicator

  • Phone Call Preference Indicator

• Salesperson

• Customer Type (1 to 6)

• Date Customer Created

The output may replicate customers showing the customer repeated for each purchase location, or when consolidated the customer is listed once irrespective of how many locations they may have purchased from historically (the most recent purchase location is used in this mode).

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