How To: Running the Loaner Merchandise Report (02-08-40-01)

Overview

This selection creates a report of all merchandise that has a status of ‘On Loan’ and/or ‘Delayed.’ You can sort the report by A/R Account number, Order Number or Salesperson.

Step-by-Step

Click image to enlarge.

  1. In the ‘Report On’ field, decide whether you want to print loaner merchandise with a status of ‘Delayed,’ ‘On Loan,’ or both.

  1. In the ‘Sort by’ field:
    1. Enter “A” to sort the report by A/R account.
    2. Enter “O” to sort the report by order number.
    3. Enter “S” to sort the report by Salesperson.

  1. Enter a Printer ID for the report.
Tags: ,