Difference between revisions of "How do I Print a List of Customers/Suppliers?"
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== Summary == | == Summary == | ||
| − | The following article | + | The following article explains how to print a list of your customers or suppliers from Platinum. |
== More Information == | == More Information == | ||
| − | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance}} | + | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance}}. |
| − | * Select {{Button|Print Customers/Suppliers}}. | + | * Select {{Button|Print Customers/Suppliers}}. |
| − | * If you wish to limit the range of customer/suppliers select {{Button|Alter Range of Reports}}. | + | * If you wish to limit the range of customer/suppliers, select {{Button|Alter Range of Reports}}. |
** Enter your ranges then click {{Button|Close}}. | ** Enter your ranges then click {{Button|Close}}. | ||
* Select the report to print. | * Select the report to print. | ||
| Line 16: | Line 14: | ||
=== File Output === | === File Output === | ||
| − | To output a list of names to file you can either create a mail merge file, following [[Creating | + | To output a list of names to file, you can either create a mail merge file, following [[Creating mail merge file|this]] article, or go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. |
* Click {{Button|List}}. | * Click {{Button|List}}. | ||
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== See also == | == See also == | ||
| − | * [[Creating a | + | * [[Creating a new customer or supplier]] |
* [[How do I find a supplier?]] | * [[How do I find a supplier?]] | ||
| − | * [[How do I | + | * [[How do I find a customer?]] |
| − | * [[Creating | + | * [[Creating mail merge file]] |
{{KB_Tags|customer, supplier, file, list, print list, print customers, print suppliers, mail merge}} | {{KB_Tags|customer, supplier, file, list, print list, print customers, print suppliers, mail merge}} | ||
| − | {{ | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
| − | {{ | ||
Latest revision as of 05:31, 19 June 2019
Summary
The following article explains how to print a list of your customers or suppliers from Platinum.
More Information
Go to " Sales Ledger/Purchase Ledger Customer/Supplier File Maintenance".
- Select [Print Customers/Suppliers].
- If you wish to limit the range of customer/suppliers, select [Alter Range of Reports].
- Enter your ranges then click [Close].
- Select the report to print.
 | 'Brief Report' and 'Detailed Report' will produce a single line per account. |
 | Both reports containing 'Address' will produce multiple lines per account and therefore potentially a lot of paper! |
.
File Output
To output a list of names to file, you can either create a mail merge file, following this article, or go to " Sales Ledger/Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".
- Click [List].
- Press <Ctrl+P> and select [Excel] or [CSV].
See also
- Creating a new customer or supplier
- How do I find a supplier?
- How do I find a customer?
- Creating mail merge file
