View Customer Product Usage from the Product List

Find out which customers have bought certain items, or from a particular group, such as lipsticks, foundation, or cleansers, from you in the past. You can even take it one step further and create a list in the List Builder, send a personalized group email message, or even create a Sales Event email with a listing of items included.

From the Product menu, select Product List (or from the Products - Inventory group on the main toolbar click  Inventory).

Option 1: One or More Items (Such as a Product Line or type of product)

Tip: If your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and choose Show Find Panel.

1. From the product list toolbar under the View drop-down options, select Usage by Customer.
2. From the Filter sidebar, set any desired filters (Date Range, Category, Group, Product Line, Section, and whether to include Closeout Items or Out of Stock).
3. To filter for a specific item, type a unique part of the item's name, product line, or partial part number in the search field.
   

Additional Options:

• To print as a report, select the checkbox next to the desired contacts (or leave it unchecked to print all), then  Print.
• To add the selected contacts to the List Builder, click  List Builder. This allows you to include additional information about each contact, such as phone number, email, etc.

Option 2: A Specific Item

1. In the search field (also known as Find Panel), type a unique part of the item's name or partial part number. 
2. After locating the desired product, double-click to open the product profile and select the Usage tab.
3. From the Period drop-down, choose one of the options listed, or select Date Range to enter a custom range, then click   OK   .
4. Click    Print   to print. 

Tip: Use Option 1 if you would like to save the contacts as a group in the List Builder, which will allow you to send a personalized email message, and more.

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Additional Information:

• Show Find Panel to Search for Contacts or Products
• Create, Edit, or Delete a List from the List Builder
• Mineral Powder Foundations - Find Out Who's Purchased Them From You!
• Lip Glosses - Find Out Who's Purchased Them From You!
• View Customers Based On Last Invoice Date
• View Previously Purchased Items for a Contact