Selling by Customer
Manage all bookings of all Customers during the reporting period.
When accessing this area, the system has a message The reporting date range has not been selected, you need to select the time, then the system displays the results according to the filtered period.
Operations include:
1. Filter/search data
- Enter to search: Enter the customer's name or keywords related to that customer's booking
- Reporting time: from... to: Reporting time, calculated according to the date of booking
- Agent/ Customer: Select customer's name
- Click
to find the data
The system displays each Customer's name along with the bookings that the customer has booked during the filter period.
Image: Filter sales reports by customer
Besides, if you want to Delete the added information fields in the Filter/search box, click 
2. Export file list after filtering
At the top - right corner of the screen, click 
and click Export to download the detail account report in the filtered period (file's format: Excel)
