Using Customer Call Sheets

1. When you first enter the Customer Call Sheets option a Select An Option window will appear with the following options:

• EXIT – Select EXIT to return to the Sales menu.
• ALL SALES REPS – Select ALL SALES REPS to run the report for all sales reps.
• A list of sales reps defined in the system.

Select one, several, or all sales reps by scrolling to the appropriate selection(s) and pressing Enter. An asterisk (*) will appear confirming your selection. Select EXIT to continue.

2. A second Select An Option window will appear with the following options:

• EXIT – Select EXIT to return to the first Select An Option window.
• ALL DAYS – Select ALL DAYS to run the report for all days of the week.
• A list of days of the week.

Select one, several, or all days of the week by scrolling to the appropriate selection and pressing Enter. An asterisk (*) will appear confirming your selection. Select EXIT to continue.

3. Command options will appear allowing you to print or choose from a set of other print options.

Use the Available Actions link below for further information.

Security Required : Sales - Sales Reports