Answer: Often, the only thing a person needs is a simple list to keep track of things. The Customer List is just that; a simple list of the Customer Records within Solid Route Accounting. The information on this list includes the customer name, address, phone number, contact, customer number, credit limit, Customer Route Group (CRG) and their terms. To print this list:
- In Solid Business Central, navigate to [Datafile / Customer / Report / List].
- When asked to ‘Choose Group’ a Customer Route Group can be entered to print only the customers belonging to that CRG, or leave it as ‘000’ to include all the Customer Records in the system.
- Lastly, select by what ‘Index Order’ to alphanumerically organize this information by when printing. Once this is selected, the Customer List will now print.