Customer is Cash Sale, Ship to Address is customer names - can I pull up report based on Ship to address used in Cash Sales?

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I am using Cash Sales as a customer account. In the Ship To section I will be entering the actual customer name. Is there a way I can pull up a report based on the ship to address info that was entered on Cash Sales invoices? Can I pull up a report of 'Cash Sales' and show all the 'shipped to' names?

 

Parents
  • 0

    Hi Smithco,

    I don't think there is a 'canned' report in Sage 50 that will do what you need.  

    The 'Ship To' data is stored in titlu (Table, Invoice Transaction Look-Up is one of the two invoice / inventory transaction header files) and is always accessible using ODBC & Access / LibreOffice, or more easily for non techno-geeks, with a dedicated Sage 50 data reporting tool such as XLGL (www.logicimtech.com)

    So, yes you can.  If you need documented steps on attaching to a Sage 50 database with Access or LibreOffice to retrieve that data, please post back and I can write something up to post here on the forum.

    Randy

  • 0 in reply to RandyW
    verified answer

    Thanks for your offer Randy - however I don't use Access or LibreOffice. I did find that I can type the Ship To name in the Quick Search bar on main window and it will pull up all transactions associated with name. That will work for me for now.

Reply Children
  • 0 in reply to Smith and Co

    Yes, the built-in search function in Sage 50 will search most of the invoice information (except the P.O field and the line item detail), so any text in the address fields or the invoice comment will be found.

    We put customer unit serial numbers in the address and comment fields, it makes searching easy.

    These fields are searchable even if you don't create a customer when entering the invoice.

    P.S.  LibreOffice is priced right, at free + a donation, but there's a steep curve to getting good information out.  (So I buy XLGL and use it for most of my reports.)