Use the Referral Sales Report to see a detailed or summary list of sales that were referrals (Administration > Reports > Sales > Orders and Invoices > Referral Sales).
Filters-
Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
-
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).
-
Customer type: Use customer types to set up different customer classifications, e.g. Commercial, Residential, or Wholesale.
- A customer type is added to a customer using the Profile tab of the Customer screen.
Security Permissions Required| Category |
Function |
| Admin-Reports |
Can Access Reports Tree Branch |
| Can Access Reports - Sales |