accpac simply accounting 9.0 Benutzerhandbuch
Chapter 25: Developing Customer and Vendor Relations
User Guide 25–1
SW9UG 24-27.doc, printed on 1/8/02, at 4:14 PM. Last saved on 1/6/02 11:59 AM.
ACCPAC INTERNATIONAL, INC. Confidential
C
u
stomer
&
Vendor
Customer a
nd
Vendor Relat
ions
Evaluating Your Customers
You identify your best customers in a number of different ways.
For example, you may care more about prompt payments than
the number or size of orders. Or, you may be concerned with the
number of orders that each customer makes as an indication of
whether they are a regular customer.
For example, you may care more about prompt payments than
the number or size of orders. Or, you may be concerned with the
number of orders that each customer makes as an indication of
whether they are a regular customer.
Whatever method you use to evaluate the importance of your
customers, Simply Accounting reports can help.
customers, Simply Accounting reports can help.
Note: You may want to offer your best customers preferred
pricing. For more information on preferred pricing, see “Make a
List of the Items and Services You Buy and Sell” in Chapter 9
and “Adding Customers” in Chapter 13.
pricing. For more information on preferred pricing, see “Make a
List of the Items and Services You Buy and Sell” in Chapter 9
and “Adding Customers” in Chapter 13.
Getting a General Report on Customers
Customers who make large purchases — and pay for them on
time — are customers you may want to make a special effort to
please.
time — are customers you may want to make a special effort to
please.
The most useful report for evaluating your overall sales is the
Customer Sales Report. On this report, you can find:
Customer Sales Report. On this report, you can find:
■
Sales to a customer.
■
Costs involved in making sales.
■
Profit amount and margin on sales.
■
A breakdown of each item purchased.
A summary report of all items that you sell might be of the most
use. To print this report:
use. To print this report:
1. From the Reports menu in the Home window, choose
Customers And Sales and then Customer Sales.
2. Select Detail, then All Items. The screen should look
something like the following: