Author Topic: Sales or Customer report to shows Store Notes?  (Read 9603 times)

Offline JohnBlyth

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Sales or Customer report to shows Store Notes?
« on: May 30, 2015, 10:58:35 PM »
I would like to set up a customer for "Hospitality" so we can dispense free item to the occasional volunteer at our Yacht Club.

Currently I have set up a Customer named "Hospitality" and with the FREE option selected.

What I want to be able to do is to make a Note on the Sale which would indicate the "authorising person"

I can manage this via the Sale Information Store Notes, but I can't find a report which generates this information. The data is in the Sales Export list, but I can't find a report that shows it.

Is there a way to accomplish what I am trying to do - perhaps in another way?

Many thanks
John in Sunny Carnarvon - Western Australia

Offline ronaldrwl

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Re: Sales or Customer report to shows Store Notes?
« Reply #1 on: May 31, 2015, 04:43:37 AM »
The authorizing person would not be the waiter or cashier?  Those would be the two options.

Offline JohnBlyth

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Re: Sales or Customer report to shows Store Notes?
« Reply #2 on: May 31, 2015, 08:27:51 PM »
Thank you - that works well with the Customer Product Report.

I doubt it, but is there any way of forcing a prompt for a waiter JUST for a particular Customer?

Many thanks for the very quick replies too. It is much appreciated.

Cheers
John

Offline ronaldrwl

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Re: Sales or Customer report to shows Store Notes?
« Reply #3 on: June 01, 2015, 04:40:20 AM »
You can limit a customers single purchase amount, their total debt and COD only (no terms).  There is no function for a particular customer requiring a waiter.