Steps for Pulling Customer List
- In your Edge, navigate to Customers > Find - to bring up the Customer Filter.
- From here, click the Results tab & select who should be on your list (Female or Male only, Primary contact, Couple, etc.)
- Click next on the Merchandise tab.
- In the box "Has Purchased at Least this Merchandise":
- Enter the number of items you would like the customer to have purchased in your store (ex. 1 item).
- Select the date range for your search in the Date Range drop down field.
- In the Item Filter drop down:
- Enter the dollar amount you would like your customers to have spent in Price Range: Min (ex. $500).
- Click on the Type & Status tab > Check all pricing methods and inventory types to include.
4. Once all desired criteria has been selected, click OK to produce your Customer List.