Use the Print Wholesale Customer List button on the Wholesale Customers menu to print a list of the wholesale customers. For each wholesale customer, the printout lists the customer’s customer number, name, address, phone number, classification, and wholesale level. It also lists the total of monthly purchases and year-to-date purchases, as well as the date of the last purchase.
Step 1. From the Parts Inventory main menu, select Special Inventories. The Special Inventories & Maintenance menu opens.
Step 2. Select Wholesale Customers. The Wholesale Customers menu appears.
Step 3. Select Print Wholesale Customer List.
Step 4. Select your print criteria. Choose To Printer to send the list to your printer, To Screen to view the list on screen, or Export to Excel to create and open the list as an .XLS file in Microsoft Excel.
Step 5. Click Print.
If you selected Export to Excel, a pop-up will notify you that the file has been created and where the file can be retrieved (C:\ASIXL\WhsePartsCust.XLS for DMS users with in-house servers or K:\ASIXL\WhsePartsCust.XLS for hosted DMS users). Click OK to acknowledge the message. You can then navigate to the drive and open the file.