Customer Delivery Mail Shot

Originally written by John Hardwick, last updated Jun 14, 2023, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

The report lists the cost of deliveries confirmed / finalized within the specified date range, grouped by calendar month, and uses the accounting date to ensure the report does not produce varying results should a transaction be retrospectively transacted.

The export includes a ‘header’ row.

Selection Criteria

Run time choices, user selectable.

• Date Range

• Supplier

• Range / Collection

• 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

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

  • Title

  • Initials

  • Surname

  • Address lines 1 to 5

  • Postcode (zip code / Eircode)

  • Main Telephone

  • Mobile / Cell Phone

  • Daytime Phone Number

  • Email Address

• Sales Order Number

• Quantity Purchased

• SKU

• Model

• Description

• Range / Collection

• Supplier

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