Customer Reports

Question

I have very limited experience using this program and have a very basic question. 
 We have two types of customers, COD and account customers. We would like to be able to run reports for sales from both groups separately. 
 What is the best way to differentiate the two types when creating the customers? 
 How do I run a report that would only include sales totals from one customer type. 
 Thanks for any help I can get on this! 
 Stacey

Lowri · Answer

You could set up different nominals for COD and account customers, e.g. nominal 4000 for COD customers and nominal 4001 for account customers. If you already further subcategorise your sales, you could have a range of different nominals for COD and account customers, e.g. 4000-4005 for COD customers and 4006-4100 for account customers.

Michael Goossens · Answer

Hi Cacf Accounting. 
 Thanks for using Sage City. 
 Lowri is correct you could have a nominal for each Sales Type for customers but if you have lots of these you may end up with lots of nominal codes under Sales, So you could also use the departments option so everything goes to your standard sales nominal but the customers all have departments so when raising this can be set per customer. 
 
 I have also seen people use the spare analysis codes in Customers > Defaults Tab and in each customer put the type of customer they are and we can then filter the customer list by this so then when we run reports only this "Filtered" type of customers show. 
 If this has answered your question please click More > Verify Answer. 
 Regards, 
 Michael Sage UKI

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