Is there away you can pull up a report of customers that haven't ordered for 2 months on Reckon Acc
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Caleb Donald_8336184
Member Posts: 25 ✭
1
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Not quite easily, however, you could do an ageing summary report, adding detail to the report, eg, make the ageing show 60 days per ageing period and 240 days at the total (Age through how many days?). This will at least show you a zero on each customer in the which you could show at a glance who has not purchased in 61-120 days.
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sorry, I should have said a customer balance report. Select the correct dates 2-4 months ago and you will see all customers with zero purchases.
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Do a sales by customer last qtr columns by month you then export to excel and use the sort facility and remove those with purchases in the last 2 months NB use accrual reporting0
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Thank you Jacqui thats perfect0
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