dannyzmom
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The thread centers around participants discussing how to generate a report in P3 to identify customers who ordered a specific item, particularly a Cutting Board with Measuring Cups, in order to inform them about a new product.
Views differ on the clarity of the reporting process, with some participants seeking more detailed guidance while others provide specific instructions.
The discussion reflects personal experiences with navigating the P3 reporting system, highlighting varying levels of familiarity among participants.
Consultants looking for assistance with generating customer order reports in P3 may find the shared experiences and instructions helpful.
dannyzmom said:How? Where?
Which report?
To pull up all the customers who ordered a specific item, log into your Pampered Chef consultant portal and navigate to the 'Orders' section. Use the search function to filter by the item name or SKU to see a list of all orders containing that item.
Yes, once you have filtered the orders by the item, you can typically find an option to export the list as a CSV or Excel file. Look for an 'Export' button or link on the orders page to download the information.
Absolutely! After filtering the orders, you can click on each individual order to view the details, including customer information, order date, and any additional items they may have purchased.
If you're unable to find the item in the orders section, double-check the spelling or SKU number. If it still doesn't appear, it may be worth contacting Pampered Chef support for assistance or verifying that the item was available during the time frame you're searching.
Yes, most order management systems allow you to filter by date range. When searching for the item, look for options to set a start and end date to narrow down the orders to a specific time period.