List Showing Customers and Price Level

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Deebo
Deebo Member Posts: 7 Novice Member Novice Member
in Accounts Hosted

I want to get a list of which of my customers are on which price level and I cant find a way to do this.

Is there a way to get a customer list which shows what price level they are on?

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff
    edited October 2024

    Morning @Deebo

    If you can please provide some more information related to your query -

    • From Customer List, what exactly you want to extract from the report?
    • What do you mean by Price Level?
    • What exactly you are looking in the reports?

    Feel free to reach out for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Reeta
    Reeta Reckon Staff Posts: 288 Reckon Staff Reckon Staff

    Hi @Deebo,

    Thank you for your query.

    Simply go to Reports and select Customer Contact List. Next, click on Modify Report in the top left corner, then choose Filters. Scroll down to find Price Level, select it, and click OK. Finally, refresh the report, and you should see the information you're looking for.

    image.png image.png

    Hope this helps.

    Please let us know if you need any further assistance.

    Kind regards,

    Reeta

  • accounts.wrproducts
    accounts.wrproducts Member Posts: 7 Novice Member Novice Member

    Hi Reeta

    I am using Reckon Accounts Premier: Manufacturing & Wholesale Edition 2024 and the Price Level option does not appear on my drop down list when I follow your instructions as per the extract below. Are you able to assist?

    Lauren

    Screenshot 2025-05-15 101535.png
  • Reeta
    Reeta Reckon Staff Posts: 288 Reckon Staff Reckon Staff

    Hi @accounts.wrproducts ,

    Thank you for your query.

    Could you please confirm whether the price level option is selected under Edit, Preferences, Sales and Customer, Company preferences and then Price Level ?

    image.png

    Regards,

    Reeta

  • accounts.wrproducts
    accounts.wrproducts Member Posts: 7 Novice Member Novice Member

    Hi Reeta,

    I can confirm that Price Levels are ticked as per your extract.

    Lauren

  • Reeta
    Reeta Reckon Staff Posts: 288 Reckon Staff Reckon Staff

    Hi @accounts.wrproducts ,

    Thank you for informing me.

    I’ll take a closer look into the matter and will keep you informed.

    Regards,

    Reeta

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