Item List Email w / Desc Report

Generates a report of items on an account with descriptions that can be emailed.

Item List Email W desc.jpg

Use this report to alert customers of items with descriptions on their accounts\

Reports > Emails > Item List Email w/ Desc

  1. Go to Reports
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  2. Click on Emails
  3. Click on Item List Email w/ Desc

1. Click on the Add More Criteria button.

2. Select what criteria you want then press OK

  • Account Number
  • Account Type
  • Item Description
  • Item Number
  • Item Received Date
  • Item Status
  • Pickup date

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Item List Email w / Sales Recap

  • Last modified: 2026/09/09 12:50