The simplest way to view a list of customer selections and their current status is to open the Customer list and choose Selection — General, Selection — Inventory, or Selection — Inventory — Dates from the View menu. You can sort the list as needed, and print, e-mail, or export the results from the Output menu.
Manager also includes a number of specific reports you can create from the Customer Selection list:
Inventory Order: quantities and prices, by customer
Inventory Order Summary: quantities and prices, totals
Selection: selection and inventory details, by customer
To create a customer selection report:
Open the Customer Selection list.
From the Output menu, choose Inventory Order Report, Inventory Order Summary Report, or Selection Report.
In the corresponding Report dialog, set the following options:
Type: Choose a selection type.
(You can define additional report types; contact Λctiv8 support for details.)
Status: 'Pending' or 'Processed.'
Ship Method: Choose 'Deliver,' 'Pickup,' or 'Ship.'
Select an option to display either actual Inventory items or placeholders.
Click Print to print the report, or Preview to display it in the Print Preview window.
↑ Managing customer selections
Creating a selection from inventory
Customer Selection data entry
Creating selections from a package
Confirming customer selections
Deleting pending selections
Customer selection reports
Enabling selections on web pages