Use the Sales Discounts Report to see a list of who is giving what discounts and for what reasons (Administration > Reports > Sales > Orders and Invoices > Sales Discounts).
Filters- Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
- You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
- Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.
Security Permissions Required
|Admin-Reports||Can Access Reports Tree Branch|
|Can Access Reports - Sales|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
Did you find it helpful?Send feedback