Overview

This report is available to subscribers who are on our Sales Force or Full Circle plan.

The report searches data available in Crik-IT, across invoice history, order confirmations, orders entered in portal (submitted or unsubmitted), as well as quotes entered in portal—depending on how you configure the report. Click here to learn more. 

Click here for a video overview. 

The report shows your sales team which customers haven't purchased from your company. The user can configure the report to show the following:

• All customers who haven't purchased anything from your company since a specific date.
• All customers who haven't purchased a specific item from your company since a specific date.
• All customers who haven't purchased from a specific product line from your company since a specific date.
• All customers who have never purchased anything from your company.*
• All customers who have never purchased a specific item from your company.*
• All customers who have never purchased from a specific product line from your company.*
• All customers who haven't purchased, filtered by purchase comparison:
  • All customers who have either never purchased* and/or not purchased since a given date:
    • any item, but have purchased at any time:
      • any other item OR a specific item OR from a specific product line.
  • All customers who have either never purchased* and/or not purchased since a given date: 
    • a specific item, but have purchased at any time:
      • any other item OR another specific item OR from a specific product line.
  • All customers who have either never purchased* and/or not purchased since a given date: 
    • from a specific product line, but have purchased at any time:
      • any item OR a specific item OR from another a specific product line.
  • All customers who have either never purchased* and/or not purchased since a given date:
    • from any product line, but have purchased at any time:
      • any item OR a specific item OR from another specific product line.

*Note: The data used for the Customers Who Haven't Purchased report typically dates back 1, 2, or 3 years, depending on how your portal is configured. 

How this works

• This report is available to rep and in-house users who have access to the Sales Reports section in the Reports tab.  Crik-IT Administrator users can set this permission from the Tools tab, Maintain Permissions.

• This report is available to subscribers who are on our Sales Force or Full Circle plans.
• To run the report, go to the Reports tab, then click on the button labeled "Customers Who Haven't Purchased Report".  
• This shows the report option grid page where the user can configure exactly what should be included on the report: 

• Haven't purchased since: customers who haven't purchased since this date will be included on the report, subject to the options selected below.  This will default to one year ago.
• Include the customers who have not purchased these items since the data above:
  • Any Items: Customers who haven't purchased any item since the date specified above will be included on the report, subject to the options selected below.
  • This Item (SKU): If selected, a new textbox will appear where the user can enter the SKU of the item (note: the SKU in Crik-IT is the Product Name in QuickBooks). Customers who have not purchased this SKU since the date specified above will be included on the report, subject to the options selected below.
    • Note that you can enter a partial SKU here if you include a % in your search. So, if you enter "%hoe", Crik-IT will find any item with SKU containing "hoe", such as BACKHOE, HOE, SHOE, etc.
  • This Product Line: If selected, a dropdown menu will appear where the user can pick a product line. Customers who have not purchased an item included in the selected product line since the date specified above will be included on the report, subject to the options selected below.
    • NOTE: When searching for customers who have not purchased based on 'Product Line', if there are items on transactions that do not appear in the item table in Crik-IT, Crik-IT has no way of knowing that an item is part of a given product line, which may cause unexpected results. 
• Show customers who have never purchased the items selected above?*
  • If checked, all customers who have never purchased the items as configured in the options above or below, will be included on the report.
  • If unchecked, customers who have never purchased the selected items will be excluded from the report.
    • The user would not check this option, for example, if they only want to see those customers who have purchased the selected items in the past.
• Show customers who have purchased the items selected above in the past but not since the date shown above?*
  • If checked, all customers who have purchased the items as configured in the options above or below, but haven't purchased since the date specified above, will be included on the report.
  • If unchecked, customers who have purchased the selected items before the date specified above will be excluded from the report.  
    • The user would uncheck this option (and check the previous option) if, for example, s/he wants to see only customers who have never bought the selected items.
• Only show customers who have purchased other items (selected below) than those selected above at any time? Click here to learn more.
  • If checked, a prompt will appear:
    • Include customers who have purchased these items at any time: 
      • Any Item: Only customers who have purchased any item, at any time, but have either never purchased the items as configured in the options above, or/and haven't purchased the items as configured in the options above, since the date specified above, will be included on the report. 
      • This Item (SKU): Only customers who have purchased this SKU, at any time, but have either never purchased the items as configured in the options above, or/and haven't purchased the items as configured in the options above, since the date specified above, will be included on the report. 
      • This Product Line: Only customers who have purchased from this product line, at any time, but have either never purchased the items as configured in the options above, or/and haven't purchased the items as configured in the options above, since the date specified above, will be included on the report. 
        • NOTE: When searching for customers who have purchased a specific 'Product Line', if there are items on transactions that do not appear in the item table in Crik-IT, Crik-IT has no way of knowing that an item is part of a given product line, which may cause unexpected results. 
  • If unchecked, the aforementioned prompt will not appear.
    • Only customers who have either never purchased the items as configured in the options above and/ or only the customers who have purchased the items as configured in the options above but not the since date specified above, will be included on the report.
• Search based on: 
  • Invoice data: If checked, Crik-IT will search through invoice data to determine which customers should be included on the report, based on your filter options. 
  • Order Confirmation data: If checked, Crik-IT will search through order confirmation data to determine which customers should be included on the report, based on your filter options. 
  • Crik-IT Orders: If checked, Crik-IT will search through data from both submitted and unsubmitted portal orders to determine which customers should be included on the report, based on your filter options. 
  • Crik-IT Quotes: If checked, Crik-IT will search through data from quotes entered in the portal to determine which customers should be included on the report, based on your filter options. 
• Rep ID:  the user can leave this blank to select all reps, or can select one or multiple reps whose customers will be included on the report. A rep cannot change the Rep ID field. 

• Print-Friendly and Excel-Friendly: If you wish to export the report to Excel, choose the Excel-friendly option. This puts each result on only 1 line, rather than multiple lines. If you wish to print the report, chose the the print-friendly format, as it is more readable. 

*Note: The data used for the Customers Who Haven't Purchased report typically dates back 1, 2, or 3 years, depending on how your portal is configured; and, is determined by your "Search based on" filter choices. 

Important Note: In order for the report to recognize that an item has been ordered and/or sold, the item must still be in the Crik-IT item file AND the item must on at least one of the filtered transactions with a quantity greater than 0. If using Order Confirmations, both the Open Quantity and the Shipped Quantity are taken into account.

When searching for customers who have not purchased or have purchased a specific 'Product Line', if there are items on transactions that do not appear in the item table in Crik-IT, Crik-IT has no way of knowing that an item is part of a given product line, which may cause unexpected results. 

Sample Report

These options:

... generated this report:

For this report, we chose to see all customers who HAVE purchased the item "backhoe" from us at any point, but have never purchased the item "fountain" and those who haven't purchased the item "fountain" since 5/18/2024.

Notice that the customers shown in the report with nothing showing in the Most Recent Invoice Date column are customers who have never purchased the selected item (fountain) from our company. 

Again, remember that this is based on the transaction history available in Crik-IT.  So, customers who show as having never purchased the item from us may, in fact, have purchased the item from us, but on a transaction that is older than those available in Crik-IT.

Questions? We're here to help! Write to us at support@crik-it.com or schedule a support call by clicking here.