Sales Summary - Customers

The Customers screen displays the total sales per customer, or customer classification and the profitability of those sales. For example the customers who bought from the website, viewing which customer classification was the most profitable or working out the non-buyers. Once the user has returned the results in the grid they can use the grid menu to either print the contents of the grid, save the information as a text file, see Grid Menu, print out labels or use the List Manager to send out promotions to specific groups of customers.

The Shared Filters at the top of the screen allow the same filter information to be shared across the following screens:

Filters

The Customers tab has three filter buttons and a Segment at the top of the screen:

: allows users to apply the filters that are listed below in Available Filters.
: filter on any Stock UDA information that has been entered against stock records.
: filter on any Customer UDA information.

Notes:

The Go button must be pressed to populate the grid if the has not been used.
The grid can display either Customers or Classifications depending on the radio button selected.
Results can list companies only or all contacts within companies depending on the "Contact Level Results" checkbox in .
For information on the popups see Sales Summary Filter Sets and Sales Summary UDA Filters.
Double-clicking on a customer will display their [ Customer | Detail | General ] screen.

Available Filters

The following filters are available on the Customers tab using the button:

Agent (Customer): filter results by the selected agent who is the default agent set against the customer's record in the Lookup Data Area in their [ Customer | Detail | General ] screen. More than one agent can be selected.
Agent (Sales Order): filter for all sales orders with the Agent set against them, more than one agent can be selected.
Brand: show orders from the selected brand.
Classification: only show orders where the customer belongs to certain classifications.
Note: users can select more than one option and are also able to invert their selection.
Company Type: only show orders where the customer is of a certain type.
Country: only displays orders for customers that have this Country assigned against them in the [ Customer | Detail | Financial ] screen. You can select multiple countries.
Courier: display orders shipped via the chosen courier.
Currency: show invoices in a particular currency.
Customer Creation Date: show customers created between given dates.
Date: filter invoices or sales orders by a date range, as specified in the date range filter radio buttons to the right of the popup.
Date - First Ordered: only show customers whose first order falls in to a specified date range.
Date - Last Ordered: only show customers whose last order falls in to a specified date range.
EC Company:Customer is EC Company.
Exclude Overheads: exclude the overheads from sales summary calculations.
Free items: show orders containing free items with the specified 'free item reason' recorded.
Include Lost Demand: show lost demand items (items the customer has chosen not to buy).
Keycode Contact Level: only show sales orders with a particular keycode recorded against the contact.
Keycode Contact Level (Source): only show sales orders with the selected keycode recorded when the contact was created.
Keycode (source keycode): only show orders with the chosen keycode recorded at the time of customer creation.
Keycode - Discount: only display sales orders that have a particular discount keycode(s) recorded against them.
Keycode - Tracking: only display sales orders with a particular tracking keycode recorded against them.
Note: keycodes sorted alphabetically.
Keycode - Tracking - Type: only display sales orders with tracking keycode of the selected type recorded against them.
List Manager: show customers stored on one of the List Manager's lists.
Non-Buyers: only show customers who have not placed an order.
Payment Type: filter by the customer's default payment type as setup in their [ Customer | Detail | Financial ] screen.
Regions (Post Codes): report on Sales by geographical location as set up in [ System Data | Company | Post Code Regions ] screen. Postcode Regions uses an algorithm for matching and cannot support 2 digit number ranges, for more information see [ System Data | Company | Post Code Regions ].
Note: users can select more than one option and are also able to invert their selection.
Sales Source: show orders with a certain source recorded when the sales order was taken.
Note: users can select more than one option and are also able to invert their selection.
Sent / Not-responded: show customers who have not responded to a mailing.
Show Lost Demand (Only): only show lost demand items (don't show regular sales items).
Site: show orders from the chosen site only.
Status: company status.
Stock Code: only show orders containing a specified stock item.
Stock Description: only show orders containing a specified description.
Stock Item: only show orders containing a specified stock item.
Stock Mid Type: show orders with items of a particular mid-type (level 3).
Stock Sub Type: show orders with items of a particular sub type (level 4).
Stock Type: show orders with items of a particular stock type (level 2).
Stock Type Pack Inclusion: works in combination with Stock Type (level 2) filter as follows:
1. Item Stock Type Only: the Stock Type filter applies to the Sales Order Item's stock type.
2. Parent Stock Type Only: matches by the Sales Orderr Item's parent's Stock Type only, so only pack children items will be returned (and only when their parent's stock type matches).
3. Both: will return all the Sales Order Items with either Stock Type or their parent's Stock Type (in case of children) matches.
Stock Type Type: show orders with items of a particular type type (level 1).
Note: adding/removing one of the above four stock type filters will add/remove them all.
Supplier URN: show items containing items supplied by a specific supplier.
URN: Customer URN.
User: the user who created the Sales Order.
Value from/to: show orders with a total value in a certain range.

Note:

It is possible to exclude overheads from displaying in this grid, see 018699: Change to Sales Summary screen to allow filtering to include/exclude Overheads from calculations.
When a keycode filter is applied, only non expired keycodes are available for selection by default. To filter using expired keycodes, right-click in the filter and select 'Show All'
There are different options available when you focus on a filter and right click. The option depends on the type of filter:
- Refresh: updates the information available in the filter, for example if more options have been added.
- Show All: shows all available options for example if a keycode has expired, this will show all keycodes including expired.
- Set Date Value:
- Clear: removes any default options e.g. the date.
- Select All: will select all options (checkboxes).
- Select None: will deselect all options (checkboxes).
- Invert Selection: will either select or deselect options depending on current status, e.g. ticked to unticked and vice versa.

The Grid

The grid displays the following information:

URN: the customer (company) URN or n/a if the customer classification radio button is selected.
Customer Name: the customer's name or customer classification.
Qty Sold: the total number of stock items or stock types sold.
Note: When the F4 filter's "Delivery Included" checkbox is ticked, the Quantity Sold will include the GGDELIVERY pseudo-stock item for each sales order where delivery has been charged..
Net: the net value of the stock items or stock types sold.
Tax: the amount of tax for the stock items or stock types sold.
Gross: the total of the Net Value and Tax for the stock items or stock types sold.
COS: the COS of an item at the time the sales invoice was issued.
Profit: Net value minus the COS.
Margin%: is calculated by the division of the Profit by the Net value expressed as a percentage.

Note: If the Total cells at the bottom of the grid have a red background, for example , then the contents of the cell are too big for the cell width. To see the whole cell contents widen the column either by clicking and dragging the column headings or using the Resize Column option in the Grid Menu.

Context Menu

Goto Customer: opens the [ Customer | Detail | General ] screen for the selected customer.
Note: if the Customer Classification filter is selected, the Goto Customer option in the Context Menu will not apply.
Actions:
- Assign Keycode...: the Keycode dialog allows the user to assign a Keycode to the selected customer or groups of customers.
- Assign Company Class...: the required customer classification can be selected from the popup and applied to the selected customer or groups of customers.
- Add to Call List: opens the Add To Call List Dialog enabling the user to add the selected contacts to the Call List.
- Create Data Query for Keycode: opens the keycode lookup where the user selects the keycode. The Data Query screen opens and the query is ready to execute, see [ Data Query ].
- Print Labels: prints customer labels for the selected customers.
- Print Labels (Basic Reports): prints customer labels that have been configured using basic reports, see Basic Reports Labels - Page Setup. The labels will be printed for all green-selected lines or for the line currently focused on.
Add to/open List Manager: add the selected customer or groups of customers to the List Manager.
Clear Selection: deselects the currently selected line(s).