Difference between revisions of "How do I Print a List of Customers/Suppliers?"
From Catalyst
(Created page with "{{Incomplete}} == Summary == The following article outlines how to print a list of your customers/suppliers within Platinum. == More Information == ==Option One== **Go to{{M...") |
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== Summary == | == Summary == | ||
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== More Information == | == More Information == | ||
| − | + | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance}} | |
| − | + | * Select {{Button|Print Customers/Suppliers}}. | |
| − | * | + | * If you wish to limit the range of customer/suppliers select {{Button|Alter Range of Reports}}. |
| + | ** Enter your ranges then click {{Button|Close}}. | ||
| + | * Select the report to print. | ||
| − | == | + | {{Information|text={{DataValue|Brief Report}} and {{DataValue|Detailed Report}} will produce a single line per account.}} |
| − | + | ||
| − | + | {{Warning|text=Both reports containing {{DataValue|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 [[Creating Mail Merge File|this]] article, or go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}} | ||
| + | |||
| + | * Click {{Button|List}}. | ||
| + | * Press {{KeyPress|C-P}} and select {{Button|Excel}} or {{Button|CSV}}. | ||
== See also == | == See also == | ||
| Line 17: | Line 25: | ||
* [[How do I find a supplier?]] | * [[How do I find a supplier?]] | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
| + | * [[Creating Mail Merge File]] | ||
| − | + | {{KB_Tags|customer, supplier, file, list, print list, print customers, print suppliers, mail merge} | |
| − | {{KB_Tags|customer, | ||
{{KB_SL}} {{KB_PL}} | {{KB_SL}} {{KB_PL}} | ||
{{FAQ}} {{ZN_Admin}} {{ZN_Accounts}} | {{FAQ}} {{ZN_Admin}} {{ZN_Accounts}} | ||
Revision as of 12:55, 27 September 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article outlines how to print a list of your customers/suppliers within 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/Supplier
- How do I find a supplier?
- How do I Find a Customer?
- Creating Mail Merge File
{{KB_Tags|customer, supplier, file, list, print list, print customers, print suppliers, mail merge}
