How can I find the customer list under a certain price level?

abcpack
abcpack Member Posts: 3 Novice Member Novice Member
in Reckon Accounts (Desktop)

I need to find out the customers under each price level.

Answers

  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff

    Hi @abcpack,

    To Print the price level report

    1. Go to the Lists menu and click Price Level List.
    2. Select the appropriate price level from the list.
    3. Open the report for the selected price level by right-clicking the selected price level and then choosing Price Level Report
    4. You can also modify the report display as prefer.

    Hope this helps.

  • abcpack
    abcpack Member Posts: 3 Novice Member Novice Member
    https://community.reckon.com/discussion/comment/20652518#Comment_20652518

    Hi,

    I don't see any customer name list in this report.

  • Datarec
    Datarec Reckon Staff Posts: 1,353 Reckon Staff Reckon Staff

    Hi @abcpack

    There is no predefined report that can be customised that would include the Price Level, that also shows which specific Customer records those price levels are applied to.

    The next best option is to EXPORT the Customer List.

    Then open the resulting export file in Excel.

    There the column called PRICELEVEL can be found in the header row, under which all the Customer records can be found..

    You can then sort the worksheet as needed to group or sort the rows by PRICELEVEL.

    image.png image.png image.png

    Regards,

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  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff

    Hi @abcpack

    Additional from above comment, If you are using Custom Fields in your Customer records or have spare unused fields, you can create a custom field called "Price Level". This will let you to generate and modify the Customer Contact List to display and sort by the newly created field.

    • - Open the Customer record you wish to edit.
    • - Navigate to the Additional Info tab.
    • - Click on the Define Fields button.
    • - Create a new custom field called "Price Level" and tick the box for "Customer: Jobs" to ensure this custom field is available in the relevant customer context.
    image.png image.png

    you can export the Customer List as an IIF file.

    Open the exported IIF file in Excel

    • Look for the CUSTFLDX column (e.g., CUSTFLD1, CUSTFLD2). This is where your custom field data will be stored.
    • Find the PRICELEVEL column in the file, and copy its contents.
    • Paste the values from the PRICELEVEL column into the corresponding CUSTFLD1 (or the appropriate CUSTFLD) column for each customer. Then import the IIF back into the data file.
    • Then a Customer Contact List report can be generated and modified to display the Price Level custom field
    image.png image.png

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