The Last Price Paid tab displays a list of products using the selected parameters and the price that was invoiced last time they were purchased, listing most recent purchased at the top.
Last Price Paid Tab Screen
Start At - Users can enter a value here to start the search. Only records from this start at value will be displayed.
Search - Users can enter a keyword or multiple keywords to search the data in the list box.
Filter - Users can choose to filter the invoice line history data for the selected product from the last 12 Months, 24 Months or All data.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Displays a list of products sold based on the selected filter.
The Buying Patterns & Analysis tab displays a summary and analysis of buying patterns for each product group or loyalty statement group using the selected parameters.
Buying Patterns & Analysis Tab Screen
Ordering History prev 12 Months (current month excluded):
% Web Orders - Displays what percentage of orders over the previous 12 months excluding the current month were web orders.
% Manual Orders - Displays what percentage of orders over the previous 12 months excluding the current month were manual orders.
Avg Ords p/m - Displays the average number of orders per month.
Avg Ord Ln p/m - Displays the average number of order lines per month.
Avg Ord Value - Displays the average order value.
Avg Ord Ln Value - Displays the average order line value.
Ord Freq - Displays the order frequency.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Show By: Clicking the drop down arrow will allow users to select a different Show By category.
•Product Group - Displays buying patterns and analysis by Product Group.
•LP Statement Group - Displays buying patterns and analysis by Loyalty Points Statement Group.
Displays a list of groups based on the selected filter.
Outstanding Orders - Displays the number and value of outstanding sales orders.
Growth prev 3 Mths - Displays the percentage of growth in sales over the previous 3 months, compared to the 3 months prior, for the selected customer.
6 Mths - Displays the percentage of growth in sales over the previous 6 months, compared to the 6 months prior, for the selected customer.
12 Mths - Displays the percentage of growth in sales over the previous 12 months, compared to the 12 months prior, for the selected customer.
Days since last Order - Displays the number of days since the selected customer last ordered.
The Loyalty Points (X Rolling Pds) tab displays a summary of points received and claimed for the number of loyalty periods defined in the company settings up to the selected period.
Loyalty Points (13 Rolling Points) Tab Screen
Focus Period - Clicking the drop down arrow will allow users to select a different focus period.
Statement Period - Displays the statement period.
Statement Dest - Displays the statement destination (i.e. Printer, email address).
Displays a summary of points earned/claimed per month for the selected focus period.
•Ineligible Points are points earned on invoices the customer is yet to pay in full.
•Claims in Progress are for points that have been claimed on a sales order that is yet to be invoiced.
Print Loyalty Statement – Allows users to print the Loyalty Statement for the selected customer.
Enter Points Claim – Allows users to enter a manual loyalty points claim.
View Audit Trail/Adjust Points – Allows users to view loyalty point claims or adjustments for the selected customer.
Transfer Points to Another Customer - Allows users to transfer loyalty points from the selected customer to another customer.
The Outstanding Sales Orders tab displays a list of outstanding sales orders using the selected parameters, listing the oldest outstanding sales order at the top.
Outstanding Sales Order Tab Screen
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Outstanding Orders - Displays the total value in outstanding sales orders.
Displays a list of Outstanding Sales Orders for the selected customer.
•Print Orders - Allows users to print/view selected orders in various formats, including: (Sales Order (Internal Copy), Order Confirmation, Proforma Invoice, Delivery Note, Delivery Note (POD), Quotation, Work Order, Picking List (Ad Hoc), Package Label).
The Outstanding Products on Order tab displays a list of products on outstanding sales orders using the selected parameters, listing the oldest outstanding sales order at the top.
Outstanding Products on Order Tab Screen
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Displays a list of Outstanding Products on Order for the selected customer.
•Print Orders - Allows users to print/view selected orders in various formats, including: (Sales Order (Internal Copy), Order Confirmation, Proforma Invoice, Delivery Note, Delivery Note (POD), Quotation, Work Order, Picking List (Ad Hoc), Package Label).
More - Allows users to display more results if applicable.
The Reoccurring Sales Order tab displays reoccurring sales orders using the selected parameter.
Reoccurring Sales Order Tab Screen
Order Status – Users can choose to filter the reoccurring sales order status for the selected customer from Active, Inactive or All reoccurring sales orders.
Displays a list of Reoccurring Sales Orders for the selected customer.
The Order Fill time by Month tab displays a summary of time taken to fill orders using the selected parameters.
Order Fill time by Month Tab
Year – Displays the current financial year. Clicking the drop down arrow will allow users to select a different year.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Show As - Users can choose to view the order fill time by month data for the selected customer as a Percentage (percentage of orders) or Count (the number of orders).
Exclude Direct/Forward Orders – When ticked Direct Delivery and forward dated orders will be excluded from the calculations.
Displays a summary of order fill by for each month in the selected year.
View By Day – Navigates users to Sales Order Fill Time for a Period by Date for the highlighted month.
Users can then view the orders for a selected day by highlighting a date and clicking the View Date button.
From here users can select an order and click the View Order button which will navigate users to Sales Order/Quote Enquiry for the selected order.
The Customer/Contract Pricing tab displays a list of products on contract pricing using the selected parameters.
Customer/Contract Pricing Tab Screen
Price Level - Displays the customer price level if applicable.
List/Alt - Displays if the customer receives the List Price or the Alternate Price pricing if applicable.
Generate Price List - If ticked, the selected customers contract prices will be included on the Customer Price List Report when run with a blank customer code.
Where another customer inherits their contract pricing from the selected customer the Child Account button will be active, clicking this button displays the customer code and name.
Where the selected customer inherits their contract pricing from another customer the following will display "Entries shown in Blue are inherited from Customer Code - Customer Name".
Clicking the Goto button will navigate users to the Customer/Contract Pricing Tab for the Customer pricing is inherited from.
Where the selected customer inherits their contract pricing from a statement account the following will display "Entries shown in Magenta are inherited from Customer Code - Customer Name".
Clicking the Goto button will navigate users to the Dynamic Contract Pricing Tab tab for the statement account pricing is inherited from.
Displays a list of products on contract pricing for the selected customer.
The Dynamic Contract Pricing tab displays a list of products and/or product groups on dynamic contract pricing.
Dynamic Contract Pricing Tab Screen
Where the selected customer inherits their contract pricing from another customer the following will display "Entries shown in Blue are inherited from Customer Code - Customer Name".
Clicking the Goto button will navigate users to the Customer/Contract Pricing Tab of the Customer pricing is inherited from.
Where the selected customer inherits their contract pricing from a statement account the following will display "Entries shown in Magenta are inherited from Customer Code - Customer Name".
Clicking the Goto button will navigate users to the Dynamic Contract Pricing Tab of the statement account pricing is inherited from.
Displays a list of products/product groups that have dynamic contract pricing for the selected customer.
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line. (This option is not available if the selected line is for a product group and not an individual product code).
View Product – Navigates users to Global Inventory Enquiry for the selected line. (This option is not available if the selected line is for a product group and not an individual product code).
Hide Expired Entries – When ticked dynamic contract pricing that has expired will not display. To view expired dynamic contract pricing users can untick the box.
Exports the list of Dynamic Contract Pricing to Excel.
The C&H Stock tab displays a list of products available as charge and hold for the customer.
C & H Stock Tab Screen
Displays a list of products available for Charge & Hold release for the selected customer. Double clicking a line will navigate users to Charge and Hold - Transaction Detail displaying a list of C&H Charge invoices and the current quantity of the selected line available.
Invoice Enq - Navigates users to Sales Invoice Enquiry for the selected Charge and Hold invoice.
View Order - Navigates users to Sales Order Enquiry for the selected Charge and Hold invoice.
Adjustment – Allows users to adjust the stock available for Charge & Hold release.
More - Allows users to display more results if applicable.
The Service Equipment tab displays a list of service equipment for the customer.
Service Equipment Tab Screen
Status – Users can choose to filter the status of service equipment for the selected customer, options are; Active/In Use, Temporarily Inactive, Decommissioned or All.
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Displays a list of service equipment based on the filters selected.
The Service Agreements tab displays a list of service agreements applied to the customer.
Service Agreements Tab Screen
Del Code - Clicking the drop down arrow will allow users to select a different delivery code.
Displays a list of service agreements for the selected customer.
Hide Finished Agreements – When ticked service agreements that have finished will be hidden. Users can untick the box to view finished service agreements.
The Managed Print Services tab displays the settings for managed print services for the customer.
Managed Print Services Tab Screen
Managed Print Services Settings:
•Customer/Delivery Address - The customer/delivery address to view the managed print services settings for, clicking the drop down arrow allows users to select a different delivery address.
•MPS Billing Type - Displays the managed print services billing type for the selected customer/delivery address.
•Customer Order No - Displays the customer order number used for managed print services billing invoices for the selected customer/delivery address.
•Sales Rep for MPS - Displays the sales rep used for managed print services billing invoices for the selected customer/delivery address.
BBS Managed Print Services Agent Settings:
•Username - Displays the BBS MPS Agent username for the selected customer/delivery address.
•Password - Displays the BBS MPS Agent password for the selected customer/delivery address.
•Addresses/Ranges - Displays the IP Addresses/Ranges the BBS MPS Agent will scan for devices for the selected customer/delivery address.
The MPS Agent Data tab displays data from the MPS Agent for the selected machine for the customer.
MPS Agent Data Tab Screen
Machine - The machine to view MPS agent data for, clicking the drop down arrow allows users to select a different machine.
Displays the MPS Agent imported data for the selected machine.
Data - Displays the Agent field data for the selected line.
Equipment ID - Displays the equipment ID number if the selected machine has an equipment record.
Create Equipment Record - Navigates users to Equipment Masterfile Maintenance to create a new equipment record for the selected machine if an equipment record does not already exist for the machine.
Buying Patterns & Analysis Tab
