Customer orders entry (Telemarketing)

Transcription

1 Customer orders entry (Telemarketing) This option allows the telemarketer to place regular order, counter order or pre-book reservation for a customer. When the order type CT is selected, it is possible to modify the picking warehouse for the order. If the check box Sales Quantities Verification is checked in System parameters, Sales tab, no customer order can be treated unless a user with the telemarketer role accept the order (order created from Telemarketing or not). To access this option: 1. Select the Sales menu 2. Select the Orders sub-menu 3. Select the Customer Orders Entry (Telemarketing) sub-menu Order #: Indicates the order s number. Delivery type: RG regular, CT counter, PM quick route (afternoon route), CXD cross dock. Week/ Day: Indicates the current week and day (according to the fiscal calendar). Telemarketer: Indicates the telemarketer code and name (the user must have the role telemarketer to be displayed in the list of values). Week/ Day: Indicates the week and day used for the telemarketer schedule. Customer: Indicates the customer s code and name. Colabor Information Technologies /1

2 Warehouse: Indicates the delivery warehouse associated to the customer. This code can be modified when the order type is counter (CT). Projected Sales / Week ($): According to Stats: Indicates the sales that were projected for the current week according to statistics. Manually Entered: Indicates the sales objectives by week for the customer as entered in the customer s maintenance. Classification: Indicate the classification given to the customer (Ex. a VIP customer will have the classification 5 like 5 stars and a customer to avoid will get a 1. This classification comes from the customer s maintenance). Consolidation: Indicates the consolidation code and name that the customer is part of. A consolidation is used to group several customers about profitability. Shipping: Date: Indicates the order s delivery date. The suggested date by the system represent the next projected delivery day according to different parameters like the route cutoff time or the system parameters cutoff time. Note: The arrow ( ) allows to displayed the next seven (7) days information. Day: Indicates the order s delivery day description. Delivery Address: Indicates the customer s delivery address. If in the customer s maintenance, expedition tab, the address is empty, the principal address from the customer tab will be displayed. Customer Reference: Indicates the customer order number (Customer s PO). This code will be mandatory if the check box Required Order No is checked in the customer s maintenance. PCI Reference: Indicates the reference number of an order created from the PCI (Internet Order Portal). Salesman: Indicates the salesman s name associated to the customer (Customer s maintenance). Note: Allows entering a note by the telemarketer for the order. Surcharge ($): Indicates the surcharge amount for this order. /2 Colabor Information Technologies

3 Open Orders: This section displays the opened orders (not invoiced) for the customer. Order No: Indicates the order number. Order Date: Indicates the order date entry. Delivery Date: Indicates the order projected delivery date. Customer Reference: Indicates the customer reference number (customer s PO). PCI Reference: Indicates the reference number of an order entered in the PCI application (Internet Order Portal). Deliv. Charge ($): Indicates the delivery charges to be invoiced. Total ($): Indicates the order total amount. Telemarketer: Indicates the telemarketer name that entered this order. Status: Indicates the order status (open, pick). Revised: Indicates that a telemarketer has validated the order. Contact: Indicates the customer s contact name. The default contact type to display can be defined in system parameters, sales tab. Phone: Indicates the contact s phone number. Extension: Indicates the contact s phone extension. Comment: Indicates the comment associated to the contact. Credit Information: Indicates the relevant information for this customer credit management. Colabor Information Technologies /3

4 The buttons All: Displays the telemarketers associated to the customer. It is possible to link several telemarketers to a customer with the telemarketing schedule option. /4 Colabor Information Technologies

5 Classes: Displays the allowed classes associated to the customer. Colabor Information Technologies /5

6 Schedule: Displays the telemarketer schedule for the day and week indicated at the second header s line. The user can select a customer by double-click on the fields Customer, Name, Contact or Phone. Schedule Code: Indicates the schedule code and description. Hour: Indicates the hour for calling the customer. Customer: Indicates the customer s code. Name: Indicates the customer s name. Contact: Indique the customer contact name (ex. the buyer at the customer). Phone: Indicates the contact s phone number. Ext.: Indicates the contact s phone extension. O.O.: Indicates the number of opened orders for the customer. N.R.O.: Indicates the number of not revised opened orders for the customer. Calls: Indicates if the customer initiates the call (incoming) or if the telemarketer must contact the customer (outgoing). Treated: Indicates if the telemarketer has already called the customer. /6 Colabor Information Technologies

7 Memo: This option displays all the customer orders taken by other telemarketers. The procedure DELETE_MEMOS_PROC must be generated every week end to delete the memos from last week. The button will be displayed in red when some memos not treated exist for this customer. Note that the telemarketer must be included in Schedule / Telemarketing. If not, there will be no notes in the memo section. Customer: Indicates the customer s code and name. Date: Indicates the memo s creation date. Treated: Indicates this memo has already been read. Message: Indicates the memo s description. Colabor Information Technologies /7

8 Contact: Allows accessing the customer s maintenance, contact s tab to modify or add a contact for this customer. /8 Colabor Information Technologies

9 Order This button gives you access to enter the customer order. The columns are configurable. They can be defined in system parameters, telemark tab. The 12 page bottoms can also be defined in system parameters, telemark tab. The products highlighted in blue are the products for which there are not enough inventories. For the products in an Infinite Inventory location, the inventory will be displayed only if it is positive. If the quantity is empty, the inventory will not be displayed and the line will not be highlighted in blue. The infinite inventory is often used for meat and products that need to be transformed. For example, the fresh ground meat could be in an infinite inventory location, since there is nothing for now in the location, but when the butcher will ground a beef part, there will be inventory. An infinite inventory location can be configured in the location type maintenance. The available quantity calculation for the blue line takes in consideration the entered value in system parameter Calcul. Customer order (Telemarketing). Attention: This quantity can be different than the one displayed in the optional fields. Also, in system parameters, the check box Sales Quantities Verification can be checked or not. If this option is checked and the product is missing inventory, the quantity ordered will be replaced by zero or the maximum available quantities and the line will be highlighted in blue. This function prevents a telemarketer to assign quantities to a customer even if these quantities were already reserved for another customer. Example: If there are 10 cases available for sale and the customer order 20 cases, the system will modify automatically the quantity to 10. If there is no inventory at all available, the telemarketer won t be able to place his order for this product. The special order products will be highlighted in orange. The line details displayed in red for a special order product means that an opened order exists on this product. The quantity field will be highlighted in purple for products with status pre-deleted to be transformed in special order product. The quantity field will be highlighter in pink for products with status pre-deleted. Colabor Information Technologies /9

10 Delivery Warehouse: Indicates the delivery warehouse code and name for this order. Delivery Type: Indicates the order delivery type. (Regular, Pick Up, Fast Route, Cross Dock) Line: Indicates the order line number. Type: Indicates the line order type (SP: special order product (will be displayed in orange), RG: regular sale product or PB: pre-book reservation). Product: Indicates the product s code ordered. Description: Indicates the product s description. Optional column (column 5): According to the system parameter, the user can chose what he wishes to see in this screen. Fmt: Indicates the sellable format (When the field is highlighted in yellow, many sellable formats are available). SRC: Indicates the selling price source (RG= regular, QP= personalized quotation, QT= quotation by type, QN= quotation by NAC, QO= quotation, DP= personalized discount, DG= discount per grid, DI= discount, PR= promotion, OV= price overriding, MP= prebook without promotion or PB= pre-book). Price ($): Indicates the product s selling price. It is possible to modify the price if in the system parameters the option Price Changes is Yes or allowed with a password. The price can be modified by pressing F7 after confirming the quantity. However, it will be impossible to modify the selling price if the check box Quotation price update not allowed is checked in the customer s maintenance when the source price comes from a quotation QO. Qty/Weight: Indicates the ordered quantity (or weight). TX: Indicates if the product is taxable or not. Optional column (column 11 and 12): According to the system parameter, the user can choose what he wishes to see in this screen. Whs.: Indicates the picking warehouse code. Cutoff Time: Indicates, for information only, the purchasing cutoff time (this hour comes from the product s vendor maintenance, warehouse tab). MES Button: Allows adding a message that will be displayed in the preparation report (often use for meats). The substitution section displays the substitute product, if that is the case. /10 Colabor Information Technologies

11 When the entered product s code does not exist, or is not available for this customer, a list of values with all available products for this customer is displayed. The list is sort by catalog sequence / product s sequence. Orange = Special order Black = Catalog header Blue = Inventory missing Product: Indicates the ordered product s code. Description: Indicates the product s description. Brand Name: Indicates the product s brand name or the manufacturer short description (if no brand name is associated to the product). Packing: Indicates the selling format description. Manuf.: Indicates the product s manufacturer code. On Hand: Indicates the quantities on hand (according to the conversion factor 1). Base Price ($): Indicates the product format price (according to the conversion factor 1). Rebate ($): Highlights the products related to a telemarketing counter rebate. In green are the positive rebates and in red are the negative rebates. The check box Telemarketing must be checked in the counter type and the customer must be linked to this counter type. Whs.: Indicates the product s picking warehouse code. The buttons: CERT.: Displays the certifications list linked to the product INV.: Displays the product s inventories. If the button is highlighted in yellow, that means there is inventory on hand for the product for another warehouse than the one you are connected (for multi-warehouse environment only). Colabor Information Technologies /11

12 Columns and footing optional: 1- Selling price from product maintenance Indicates regular selling price (product maintenance + surcharge) 2- Average adjusted list cost Indicates average adjusted list cost 3- Cost 1 average adjusted cost Indicates average adjusted cost 1 depending of system parameters 4- Cost 2 average adjusted cost Indicates average adjusted cost 2 depending of system parameters 5- Cost 3 average adjusted cost Indicates average adjusted cost 3 depending of system parameters 6- Cost 3 average adjusted cost Indicates average adjusted cost 4 depending of system parameters 7- Average real adjusted list cost Indicates average real adjusted list cost 8- Cost 1 average real adjusted Indicates average real adjusted cost 1 depending of system parameters 9- Cost 2 average real adjusted Indicates average real adjusted cost 2 depending of system parameters 10- Cost 3 average real adjusted Indicates average real adjusted cost 3 depending of system parameters 11- Cost 4 average real adjusted Indicates average real adjusted cost 4 depending of system parameters 12- Adjusted cost from product maintenance Indicates adjusted cost (replacement cost + cost adjustment + admin 1($) + admin 2(%) + transport cost) 13- Last Price Paid (Customer) Indicates last price paid by the customer in his profile 14- Last quantity ordered (customer) Indicates last quantity ordered by the customer in his profile 15- Net price from last purchase received Indicates list price from last purchase (product maintenance + tobacco tax if exists) 16- Current list price Indicates current list price (product maintenance + tobacco tax if exists) 17- Quantity/ weight in inventory Indicates quantity or weight in inventory (product maintenance + quantity on dock) 18- Quantity/ weight available Indicates quantity or weight available (product maintenance) 19- Quantity/ weight on customer order Indicates quantity or weight on customer order. Delivery date is: <=sysdate + future number of day + quantity on pick list. 20- Quantity/ weight on pick list Indicates quantity or weight on pick list 21- Manufacturer short name Indicates manufacturer short name 22- Packing Indicates packing of product format /12 Colabor Information Technologies

13 23- Allocation Indicates regular selling price real selling price 24- Quantity/ weight available on customer order Indicates quantity or weight available (product maintenance quantity on customer order quantity on pick list) 25- Extension Indicates total line (price * quantity or weight) 26- Purchase multiple Indicates the product s purchase multiple at the manufacturer 27- Profit percent Depending of the profit calculation method: Purchases X / (1-%) or Sales X * (1+%) 28- Brand name Indicates brand name or manufacturer short name 29- Replenisher Indicates product replenisher for the manufacturer 30- Vendor sales agreements ($) Indicates the vendor sales agreement amount 31- Adjusted minimum sale price (Telemarketing) Indicates adjusted minimum sale price (telem.) according to the minimum profit bound in the groups (calculated with the cost chosen in system parameters) 32- Adjusted maximum sale price (Telemarketing) Indicates adjusted maximum sale price (telem.) according to the maximum profit bound in the groups (calculated with the cost chosen in system parameters) 33- Adjusted profit amount Indicates adjusted profit amount ($) 34- Minimum profit percentage (Telemarketing) Indicates minimum profit percentage in product group maintenance 35- Maximum profit percentage (Telemarketing) Indicates maximum profit percentage in product group maintenance 36- Broker s product statuts Indicates broker s product status (Active, Inactive, Special order) 37- Volume rebate amount Indicates volume rebate amount 38- Short message Indicates short warehouse message for the product (depending of the picking warehouse of the order) 39- Format surcharge Indicates format surcharge applicable on the product format or the format 40- Replacement cost Indicates replacement cost to calculate the telemarketer commission 41- Power Colabor Indicates counter amount 42- Customer Best Promotion Indicates the vendor allocation amount of the customer best promotion 43- Profit (%) depending of Adjusted Cost minus the promo (linked to the option #44) Depending of the profit calculation method: Purchases X / (1-%) or Sales X * (1+%) Colabor Information Technologies /13

14 44- Adjusted Cost according to checkbox in system parameters Display the adjusted cost (price list + cost adjustment + admin 1($) + admin 2(%) + transport freight) according to the checkboxes in system parameters, Telemarketing tab (ex. Counters deducted from Costs). /14 Colabor Information Technologies

15 Total ($): Indicates the order total amount. Tickets ($): Indicates the tickets price that should be charged to the customer (only if the check box Tickets Charges in customer maintenance, invoicing tab is checked). Federal Tax ($): Indicates the federal tax amount. Provincial Tax ($): Indicates the provincial tax amount. Grand total ($): Indicates the order grand total. Bare Profit ($) or (%): Indicates the profit made for the order (in $ or %). If you modify the profit type ($ or %), the selection will be kept until you quit the Telemarketing option. Charges Calculation ($) The charges calculation is done with the different values entered in the customer maintenance, expedition tab and the fuel price in the region maintenance. When a customer has a surcharge grid for fuel (6), we need to find on which level the surcharge must be applied. The current price from the region maintenance is used to find this level. If no level is reached, a surcharge of zero will be applied. If the customer has no surcharge grid for fuel, the fuel current price is compare to the base price. If the fuel current price is greater than the base price: (Current price base price > 0) The factor will be applied on the difference between the fuel prices. The resulting amount will be the fuel surcharge: (Current price base price) * (factor) When the current price is lower or equal to the base price, the fuel surcharge will be zero Colabor Information Technologies /15

16 Required Profit: The required profit is the minimum charge entered in the customer maintenance, expedition tab. Deliv. Charge /Gas / Handling: Indicates the fuel charge and the handling charges (it is the sum of the delivery charge, the surcharge for fuel and the handling charge from the customer maintenance or according to grids). #1 and #3 in the above print screen. Already Charged (Customer): Indicates if some charges were already being applied on other orders with the same delivery date as the current order. Already Charged (Consolidation): Indicates if some charges were already being applied on other orders with the same delivery date as the current order (for all customers included in the same consolidation code, if there is one). Proposed Charges: The proposed charges are the sum of the Required profit and the Deliv. Charge/ Gas/ Handling minus the actual profit of the current order. (This amount decrease as you will add a new order line, until the minimum charge ($). #2 in the above print screen. Charges to Invoice: The telemarketer always can charge the amount he wants by overriding the amount in this field. Fixed: If the telemarketer chose to modify the charges, this check box will be checked and it will be possible to make verification subsequently. Maximum amount: In the System parameters, Sale tab, it is possible to fix a maximum delivery charge. So, if the charges to invoice are greater than the max. amount ($), a password will be asked. Password: Indicates the password to enter when a delivery charge is too high. Max. Amount ($): Indicates the delivery charge maximum amount allowed without needing a password. Rebates Given to Customer: Section that displays the amount in dollars or points for the rebate that will be given to the customer if he belongs to a counter like the VIP program of Colabor. The List button allows viewing the counter s list that will be given to the customer. Note that this section is for the product s line. Total Rebates: Indicates the total amount in dollars or points cumulated by a counter (Like the VIP program of Colabor). /16 Colabor Information Technologies

17 Sales Profile s for this Week: Section that displays the projected sales, the profits, the delivery charges and the number of deliveries for one week for the customer. (The sections Delivery Charge ($) and Nb. Deliv. can include the sales of the customers grouped to this one, if he belongs to a consolidation group.) The button Display statistics displays the sales and the projections for two complete years (last year and the current year). Note: The delivery charge ($) are calculated for the fiscal week when the invoicing will be done, while the number of deliveries is on the delivery date (route date). Also, if a customer is removed from a consolidation code, the delivery charges from the past will be kept with the consolidation group, but the new statistics will be on the customer only, without consolidation. Colabor Information Technologies /17

18 The buttons Fast Prebook Order: Displays the screen to reserve the pre-book promotions like the next button Reservation PBK. The only difference is the way the pre-book products are displayed. The option Fast pre-book order displays the products by pre-book promotion type. Promotion Type: Indicates the promotion type code and description. Date: Indicates the pre-book delivery date. Product: Indicates the ordered product s code. Description: Indicates the product s description. Brand Name: Indicates the product s brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Meth.: DECL: Indicates the product will be delivered when the customer will decide to order it (after the delivery date) or FIXE: Indicates the product will be delivered at the delivery date fixed by the distributor (Date field). Price ($): Indicates the pre-book promotional selling price. Available: Indicates the quantity already reserved for this customer/product. Wk: Indicates the total number of weeks authorized for shipping the reserved quantity. Quantity: Allows the pre-book reservation. Wk: Indicates the number of weeks for shipping the reserved quantity. Whs.: Indicates the picking warehouse for this product/format. This option allows the reservation of products linked to a pre-book promotion. Only the products with a promotion existing in the promotion allowed for the customer will be displayed. The entered quantities must be merged on a next order to be delivered. Depending of the Decl. Promo check box configuration from the Customer maintenance, Price tab, Promotions allowed button, the reserved quantities will be delivered at a fixed date (check box Decl. Promo unchecked) or the quantities will be delivered when the customer will decide to order it (check box Decl. Promo checked). Accept button: Save the entered pre-book orders. /18 Colabor Information Technologies

19 Reservation PBK: Product: Indicates the ordered product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Meth.: DECL: Indicates the product will be delivered when the customer will decide to order it (after the delivery date) or FIXE: Indicates the product will be delivered at the delivery date fixed by the distributor (Date field). Price ($): Indicates the pre-book promotional selling price. Src: Indicates the price source ( PR Promotion or OV Price modified manually) Date: Indicates the projected delivery date beginning date. Quantity: Allows the pre-book reservation quantities. Wk: Indicates the number of weeks to ship the reserved quantities. Whs.: Indicates the picking warehouse for this product format. Product search button: Allows searching among the complete products list. Next Occurrence button: Allows continuing the search if the product is there more than one time. The cursor will be positioned on the next occurrence. Accept button: Save the entered pre-book orders. Colabor Information Technologies /19

20 PBK without Promo: Allows the reservation of pre-book for products not linked to a promotion with the declining method or fixed method. This reservation type will be created with the MP status. When a product will be entered in the pre-book without promotion entry, the price displayed will be the one from the customer price routine or the one from the vendor s price list. This field can be configured in the System parameters, Sale tab Method for the Price Calc. of Prebook Without Promo. Delivery / Prebook Date: Indicates the pre-book delivery date. Product: Indicates the ordered product code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Meth.: DECL: Indicates the product will be delivered when the customer will decide to order it (after the delivery date) or FIXE: Indicates the product will be delivered at the delivery date fixed by the distributor (Date field). Price ($): Indicates the pre-book promotional selling price. Qty / Weight: Indicates the pre-book reservation quantities or weight. Wk: Indicates the number of weeks to ship the reserved quantities. Whs.: Indicates the picking warehouse for this product format. Prebook already existing: Display all the pre-books reservation for the promotion type Without promo that are still opened. /20 Colabor Information Technologies

21 Show: Allows the reservation of pre-book with the declining method. A Show promotion promotion type should be entered previously in the promotion maintenance. Promotion Type: Indicates the promotion type code and description. Date: Indicates the pre-book delivery date. Guaranteed Allocation: Indicates if the promotion is a guaranteed allocation promotion type. Product: Indicates the ordered product code. Description: Indicates the product s description. Fmt: Indicates the selling format. Meth.: DECL: Indicates the product will be delivered when the customer will decide to order it (after the delivery date) Src: Indicates the last paid price source ( DI Discount, PB Pre-book, QO Quotation, PR Promotion, OV Price modified manually or RG Regular). Last Price ($): Indicates the last paid price by the customer (Red = Price change since the last purchase. Green = Last purchase price comes from a manual price modification (OV)). Last Purchase: Indicates the purchase last date that can be found in the customer profile. Src: Indicates the price routine source ( DI Discount, PB Pre-book, QO Quotation, PR Promotion, OV Price modified manually or RG Regular). Current Price ($): Indicates the current price for the customer (price routine) Promo ($): Indicates the show promotion amount. Available: Indicates the quantities already reserved for the customer. Wk: Indicates the number of weeks to ship the reserved quantities. Quantity: Allows the pre-book reservation quantities. Wk: Indicates the number of weeks added to finish the pre-book. Whs.: Indicates the picking warehouse for this product format. Brand Name: Indicates the brand name or the manufacturer short name. Packing: Indicates the selling format s description. Colabor Information Technologies /21

22 Prebook Merge: Allows merging the pre-book reservation to the current order. Only the pre-books with the delivery date greater than today will be displayed and available for merging. The button will be displayed in red when the delivery date entered at the first screen of Telemarketing is equal or greater than the pre-book s delivery date for one or more products. Note: If the product to merge is a product linked to a substitute product and the customer accept the substitutions, it will not be substitute automatically by confirm the quantities with this button. Merge of declining method pre-book orders: Product: Indicates the ordered product s code. Description: Indicates the ordered product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Guaranteed Alloc. ($): Indicates the allocation amount that is guaranteed by this pre-book reservation. Price ($): Indicates the promotional selling price for the pre-book. Date: Indicates the projected beginning delivery date. Wk: Indicates the number of weeks left to ship the pre-book. Leftover Quantity: Indicates the leftover quantity for this pre-book (not delivered) Ordered Quantity: Indicates the quantity that will be merged to the current order (will be deducted from the leftover quantity). Whs.: Indicates the picking warehouse for this product format. Head Office: Indicates if the pre-book has been done by the head office. /22 Colabor Information Technologies

23 Initial Values: - Nb of Week(s): Indicates the initial number of weeks authorized to ship the prebook. - Quantity: Indicates the original total quantity for the pre-book. Next Occurrence button: Allows continuing the search if the product is there more than one time. The cursor will be positioned on the next occurrence. Product search button: Allows searching among the complete products list. Empty declining quantities button: By clicking on this button, all the quantities in the column Ordered Quantity from the declining method section will be deleted. Merge of fixed pre-book orders: Product: Indicates the ordered product s code. Description: Indicates the ordered product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Price ($): Indicates the promotional selling price for the pre-book. Date: Indicates the projected beginning delivery date. Leftover Quantity: Indicates the leftover quantity for this pre-book (not delivered) Ordered Quantity: Indicates the quantity that will be merged to the current order (will be deducted from the leftover quantity). Whs.: Indicates the picking warehouse for this product format. Initial Values: - Quantity: Indicates the original total quantity for the pre-book. Next Occurrence button: Allows continuing the search if the product is there more than one time. The cursor will be positioned on the next occurrence. Product search button: Allows searching among the complete products list. Empty fixed quantities button: By clicking on this button, all the quantities in the column Ordered Quantity from the fixed pre-book section will be deleted. Accept button: Save the entered pre-book orders. Colabor Information Technologies /23

24 Pre-Deleted Product: Displays the list of pre-deleted products. When the inventory will be at zero, the product will no longer be displayed. The lines in red means the product has already been bought by the customer. Code: Indicates the product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Avail. Quantity: Indicates the available quantities for sell. Quantity: Indicates the ordered quantity by the customer. Whs.: Indicates the picking warehouse for this product format. /24 Colabor Information Technologies

25 Special Orders: Displays the special orders status list for the customer. The button will be highlighted in red when one line of special order has the Received or Picking status. If the picking warehouse is different than the delivery warehouse, the line will be displayed in red (only for a multi-warehouse environment). Order: Indicates the customer order number. Date: Indicates the order date. Product: Indicates the product s code. Short Description: Indicates the product s short description. Brand Name/Manuf: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Qty/Weight Left: Indicates the left quantity or weight to receive. Status: Indicates the order status: - To Order: A purchase order must be created for this product. - On Order: Purchase order done at the vendor (or received at the warehouse, but not placed in inventory yet). - Received: The purchase order has been received from the vendor and placed in the location. - Picking: Presently on a pick list. - Treating: Presently in purchase order process (CAPS) Receipt Date: Indicates the projected delivery date for this product. Whs.: Indicates the picking warehouse for this product format. Description: Indicates the product s complete description. Packing: Indicates the selling format s description. Note: If the purchase order is not created yet, an approximate date will be calculated according to the purchase cycle and the vendor s delivery delay. If the purchase order is created, the reception date from the purchase order will be displayed. Colabor Information Technologies /25

26 Free Good: This button is available after adding a product code. The note that will be entered by the telemarketer will be displayed on the vendor claim and in the customer orders inquiry. The free good is not included in the questionable transaction report and is not added to the customer profile. /26 Colabor Information Technologies

27 Prd. Inv. Per Whs.: Displays the inventory, the purchase history and the sales history for all the warehouses (summary) or by warehouse. Summary or specific warehouse: Accounting: Indicates the total quantity between the four walls (does not include the containers already invoiced (Colabor)). Inventory: Indicate the total quantity between the four walls minus the quantity in damaged location, on hold location and on the shipping dock. Available: Indicates the total quantity between the four walls minus the quantity in damaged location, on hold location, on the shipping dock, on the reception dock, the user s locations and transit locations. Damaged: Indicates the quantity in damaged location and on hold location. Cash and Carry: Indicates the quantity in locations used only for the cash and carry. Cust.Ord.: Indicates the quantity on customer order not invoiced yet (on order or on picking). Ven. Order: Indicates the quantity on a purchase order not received yet. Ind. Delivery: Indicates the quantity on indirect deliveries (on open customer orders). RMA Customer: Indicates the quantity expected for a merchandise return not damaged (and not yet received). Pbk Order: Indicates the quantity reserved for customer pre-booking orders. Outgoing Transf.: Indicates the quantity for outgoing transfers. Incoming Transf.: Indicates the quantity for incoming transfers. Colabor Information Technologies /27

28 Liquidation Products: Displays the liquidation product s list. To have liquidation products in this list, the product s location type should be checked Liquidation product. Code: Indicates the product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the selling format s description. Avail. Quantity: Indicates the available quantities for sell. Quantity: Indicates the ordered quantity by the customer. Whs.: Indicates the picking warehouse for this product format. Adjuster Cost ($): Indicates the adjusted cost for the product/format. Price ($): Indicates the selling price for the product/format according to the customer price routine. It is possible to modify the selling price (OV). Expiry Date: Indicates the oldest expiry date among all liquidation locations of the product/format. /28 Colabor Information Technologies

29 Release Products: Allows to release special order products for this customer. To be able to see this button, the check box Release Special Order in Sales Entry in System Parameters must be checked. A quantity must be confirmed in this screen so the customer will be linked to the special order. To cancel the product s order once you Accept the order, you must go in the Sales / Orders / Special Orders Maintenance/Inquiry option. The button will be in red if one of the special order products has already been ordered since the last 6 months by this customer (same thing in the pop-up, each products that the customer ordered since the last 6 months will be highlighted in red). Code: Indicates the product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the packing s description. Avail. Quantity: Indicates the available quantities for sell. Quantity: Indicates the ordered quantity by the customer. Whs.: Indicates the picking warehouse for this product format. Colabor Information Technologies /29

30 Spec. Order Merger (X): This button is displayed only when a prebook special order is available to be merge. The prebooks special orders represent orders that come exclusively from the Colabor Exhibition for a product that is a special order in your company. Product: Indicates the product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. Packing: Indicates the packing s description. Guaranteed Alloc. ($): Indicates the allocation amount that is guaranteed by this prebook. Price ($): Indicates the selling promotional price for this prebook. Date: Indicates the delivery date for this prebook. Qty Left: Indicates the left quantity to deliver to this customer. Qty Ord.: Indicates the ordered quantity. Head Office: Indicates if the prebook special order comes from the head office. Picking Warehouse: Indicates the picking warehouse for this product. Next Occurrence button: Allows to search for the next same product code found in the list. The cursor will be positioned in the field Qty Ord. of the next code. Product Search button: Allows to search among the products in the list. /30 Colabor Information Technologies

31 Complete Profile: The customer s purchase profile is a tool to know which products the customer purchase regularly. The order input can be done directly in this option. Many search tools are available for the telemarketer; targeting products with high velocity, checking the products not ordered, following the special orders status, offering products pre-deleted. The products included in the profile are deleted by a procedure that validates the number of weeks entered in the System Parameters, Sales tab. Many buttons displayed in the main screen are also available in this option. In the customer profile and in the Telemarketing, optional footers, if you have selected the option #13 (Last Price Paid (Customer)) from the System Parameter. The field will be displayed in red if the product has not been sold in the last 4 weeks or if there was a price change after the last purchase date (including the transport coefficient price change for the customer delivery warehouse). Research: This field allows to search by description or by product code. To Change Display Order: Allow to change the sort order. Display Sequences and Product Description Product Description Products Not Already Ordered at First (Following Velocity) Product: Indicates the product s code. Description: Indicates the product s description. Brand Name: Indicates the brand name or the manufacturer short name. Fmt: Indicates the selling format. If the box is in yellow, that means it exists another sellable format available. Packing: Indicates the sellable format description. Price ($): Customer price routine current price. If the check box Block Sale Price Override is checked in product s maintenance, Price tab, the price box will be shaded and unchangeable. Colabor Information Technologies /31

32 SRC: Indicates the selling price source (RG= regular, QP= personalized quotation, QT= quotation by type, QN= quotation by NAC, QO= quotation, DP= personalized discount, DG= discount per grid, DI= discount, PR= promotion, OV= price overriding). Quantity: Allows entering the quantity to order for the current order. On order: Indicates the quantity already entered for this current order. Rebate ($): Indicates the amount ($ or points) earned for the product/format to encourage the telemarketer to push the product highlighted in green rather than the one highlighted in red. The check box Telemarketing must be checked in the Counter s type for having the products displayed in green or red. Whs.: Indicates the picking warehouse for this product format. Cutoff Time: Indicates, for information only, the purchase cutoff time (this cutoff time is maintained in the Warehouses tab of the vendor s maintenance). Optional footing: You can decide what each 6 fields must display. You can define these fields in System Parameter, Telemark tab, Profile 1 to 6). Equivalent Product Code: Indicates the product code for the warehouse (this field is often use for data import coming from another warehouse). Example: Acquisition. Sales Historic: Indicates the sold quantities for the number of week you have defined in System parameter, Purchase tab. Note that you can double-click on one of the value in sales historic to display the pop-up with the date of the week represented (or at the left bottom of the screen). Last Purchase: Indicates the last date the product was bought by the customer. Qty / Wght Ord.: Indicates the ordered quantity the last time the customer bought this product. Price Paid ($): Indicates the last price paid by the customer. Source: Indicates the last price paid source (RG (regular), QT (quotation type), QP (quotation personalized), QN (quotation NAC), QO (quotation), DP (discount personalized), DG (discount grid), DI (discount), PR (promotion), OV (price override), MP (prebook without promotion), PB (prebook). Week 1: Sales historic of the last week. Week 2: Sales historic from 2 weeks ago. Week 3: Sales historic from 3 weeks ago. Week 4 and other: Sales historic from 4 weeks ago, and this continue until the last number defined in System parameter, Purchase tab for the Nb of Week(s) option. /32 Colabor Information Technologies

33 Rebates Given to Customer: This section displays the amount that will be given to the customer for the product/format on which we are positioned. It is possible to click on the List button to see the counter s detail for this rebate. Total Rebates: This section displays the rebates total in dollars or in points for this customer. Colabor Information Technologies /33

34 Light Profile: The light profile has been designed to minimize the waiting time for the telemarketers when they are on the phone with the customer concerning all the functions included in the profile to search the price routine, the inventory, the average costs, etc. When the telemarketer is using this type of profile, the price, the colors as well as various quantities, are displayed when the telemarketer is positioned on a product line or enter a quantity. /34 Colabor Information Technologies

35 Purch.Historic: The purchase historic displays all the opened and closed orders for this product. Product: Indicates the product s code and description. Packing: Indicates the format s description (Ex. 3 x 300ml). Format: Indicates the format type when the product is purchase (solid or weight). Brand Name: Indicates the brand name or the manufacturer short name. Opened Purchase Orders: Purch.Ord.No: Indicates the purchase order number. Payable: Indicates the payable vendor code. Purch.: Indicates the purchase vendor code. Pbk: Indicates the order is a prebook type order. Ind.: Indicates the order is an indirect delivery order. Div.: Indicates the order is an indirect delivery for a division order. Whs: Indicates the delivery warehouse for this order. Ord. Date: Indicates the order creation date. Recep. Date: Indicates the order reception date. Qty Ord.: Indicates the ordered quantity. Cancelled Qty: Indicates the cancelled quantity. Receiv. Qty: Indicates the received quantity. Price: Can be display or not per the setting in System Parameter, Telemark tab. Receipts historic: Purch. Ord. No: Indicates the purchase order number. Payable: Indicates the payable vendor code. Purch.: Indicates the purchase vendor code. Pbk: Indicates the order is a prebook type order. Ind.: Indicates the order is an indirect delivery order. Div.: Indicates the order is an indirect delivery for a division order. Whs: Indicates the delivery warehouse for this order. Ord. Date: Indicates the order creation date. Recep. Date: Indicates the order reception date. Qty Ord.: Indicates the ordered quantity. Colabor Information Technologies /35

36 Cancelled Qty: Indicates the cancelled quantity. Receiv. Qty: Indicates the received quantity. Invoice No: Indicates the invoice number. Price: Can be display or not per the setting in System Parameter, Telemark tab. /36 Colabor Information Technologies

37 Display Prices: Display the price changes to come and previous. Product: Indicates the product s code and description. Brand Name: Indicates the brand name or the manufacturer short name. Future Price Change (s) Format: Indicates the product s format. Packing: Indicates the format s description (Ex. 3 x 300ml). Date: Indicates the price change effective date. Current Cost ($): Indicates the current cost price for the product format. New Cost ($): Indicates the new cost price for the product format. Current Profit (%): Indicates the current profit percentage for the product format. New Profit (%): Indicates the new profit percentage for the product format. Current Selling ($): Indicates the current selling price for the product format. New Selling ($): Indicates the new selling price for the product format. Last Price Change: Indicates the list price that existed prior to the last price change date (in inventory format). Previous Price Change (s) Format: Indicates the product s format. Packing: Indicates the format s description (Ex. 3 x 300ml). Date: Indicates the price change effective date. Previous Cost ($): Indicates the previous cost price for the product format. Previous Profit ($): Indicates the previous profit percentage for the product format. Previous Selling ($): Indicates the previous selling price for the product format. Colabor Information Technologies /37

38 Customer Promotions: Displays the customer promotions current and to come for the selected product. The promotions highlighted in blue, indicate that the customer has access to this promotion. Product: Indicates the product s code and description. Brand Name: Indicates the brand name or the manufacturer short name. Current and Futur Promotions Start Date: Indicates the promotion start date. End Date: Indicates the promotion end date. Type: Indicates the promotion type code. Fmt: Indicates the product s format in promotion. Last Ord.: Indicates the prebook last order date. Vendor Alloc. ($): Indicates the vendor promotion amount (vendor allocation). Allocation ($): Indicates the promotion amount (allocation). Selling Promo ($): Indicates the selling price. Sold Qty: Indicates the quantities sold for the product during the current promotion. Sold Weight: Indicate the weight sold for the product during the current promotion. Pbk: Indicates if the promotion is a prebook. Ven./Amo.($): Indicates the counter vendor code(count & Recount). Counter: Indicates the counter amount (Count & Recount). Apr : Indicates if the promotion has been approved (For Colabor only). Promotions Historic (Same information as above) /38 Colabor Information Technologies

39 Credits: Allows to create a merchandise return or a credit note directly in Telemarketing menu. The credit types available will be the one with the check box Telemarketer» checked in the credit types maintenance. This screen is explained in another documentation Credit-Debits-RMA. Colabor Information Technologies /39

40 Customer Orders Entry (Salesman) This option allows the salesman to take the order direclty in front of his customer. However, you must be sure to have well selected the fields to be displayed in this screen in System Parameters, Salesman tab. The fields you will define in System Parameters will be display in customer order entry (Salesman) (You can also refer to System Parameters documentation). To access this option: 1. Select the Sales menu 2. Select the Orders sub-menu 3. Select the Customer Orders Entry (Salesman) sub-menu /40 Colabor Information Technologies