Customer Intelligence (CI)
- l (Unlicensed)
- Priyasri Subramaniam (Unlicensed)
- Yamunahdevi Chandran (Unlicensed)
| Report Code | Report Name | Step By Step Guide | Description / Usage / Benefits |
| CI-01 | Sales Report By Customer Property | 1. Set Branch or All Branches. 2. Enter Date Range - To and From. 3. Customer Property Range - can be obtained from Customer Listing. Or leave it blank to view all Customer Codes. | In this report, Customer Property will be displayed based on the details keyed in at the Customer Maintenance > Create Customer Account. Basically, this report categorizes customers based on the Customer Property entered when creating the Customer Account. It summarizes the Sales, Sales Return and CM into one lump sum for each area. |
| CI-02 | Sales Report By Customer (Summary) | 1. Set Branch or All Branches. 2. Enter Date Range - To and From. 3. Click 'Generate Report Now'. | This report is displays the Sales Summary based on individual Customers. This report is focuses on checking the "return customer". Apart from the value of sales and sales return, this report also shows the Count - number of invoices and sales.
|
CI-03 | Detailed Transaction Records by Customer | Check out Detailed Transaction Records.
| This report allow users to generate the detailed transactions for specific customers (select Customer code by range). With this report, users will be able to see exactly the gross profit that has been generated from each customer from the transaction history. This report is grouped by Documents; Invoice, Sales Return and Credit Memo.
|
| CI-04 | Sales Report by Customer Code |
| In this report, Customer Code refers to the Account Code keyed in my the user in Create Customer Account. If there is no Account Code keyed in initially for the Customer, system will auto-generate the Account code. This report sums up the Sales, Sales Return and CM for each Account Code (Customer Code). |
| CI-05 | Sales Summary Report by Daily, Weekly, Monthly by Customer Code |
| This report is similar to CI-04 with the addition of Date filter, whereby user can select the date filter to be viewed in Days, Weeks or Months. The report shows the cumulative amount for each customer and grouped by branches. The breakdown by each day/ week/ month, will be totaled up and displayed on the first half of the report. |
| CI-06 | Sales Summary Report by Daily, Weekly, Monthly by Customer by Item Code |
| This report is similar to CI-05 with the addition of Item filter, whereby user will be able to view the report with the list of Item Code which is grouped by Customer Code and Customer Name. |
- Select Branch or All Branches
- Enter Date Range From and To
- Key in Customer Property From and To (or leave it blank)
- Select Customer Type (or leave it blank)
Notes: Customer type is set in Configure Drop Down List for Create Customer Account, as it can be anything or anyhow you want to categorize your customer base. Examples :
- Nature of business (for distributors)
- Demographic group - by age / gender / race
- Social preference
- Select Branch
- Select Date Range
- Click Customer Creation Type → date range is for Customer Creation Type
- Select Customer Type → deselect will generate All type
Notes:
- Sorting by Customer Pkid is available → click the customer pkid column
- Click on printable page for print the current tables
- Click on Export Excel or CSV or export the current table
- Click on Export Large CSV to export the current table → without empty column
- Select Customer From and Customer To
- Select Customer Type
- Select Branch
- Enter Date Range From and To
- Select Saleman
- Key in Item Code From and To
- Choose Item Status
- Select Types
- Tick Option:
- Show JobSheet
- Show Sales Order
- Show Service Notes
- Show Ship To
- Show Bill To
- Show Customer Contact
- Select Quantity Display options
- Select Calculated Base On
- Click Generate Report Now
Note:
This report is a heavy intensity report, therefore it is recommended to generate small range of data, if you wish to generate for all customer please generate in off peak hours to avoid server to hang.
In this report, Customer Code means the Property 1-5 in Create Customer Account. Basically, this report categorizes customers based on the Geographical Area entered when creating the Customer Account. It summarizes the Sales, Sales Return and CM into one lump sum for each area.
- Select Branch or All Branches.
- Enter Date Range - To and From.
- Select Customer Code Range - Customer Code can be obtained from Customer Listing. Or leave it blank to view all Customer Codes.
- Click Generate Report Now
This report is similar to CI-04 with the addition with Sales Quantity, and it will also give the breakdown of by months alongside the total. This report will help you have a detail breakdown on the sales of the company by customer and plot trends.
- Select Branch - To select branch for the company you want.
- Enter Date Range - Can filter by Day, Week, Month
- Choose Group by - Branch or combined (when selecting multiple branches)
- Click Generate Report Now
The report below showing the cumulative and then the breakdown by each month, each month combined will be the total value in the first half of the report.
This report is similar to CI-05 with the addition of Item filter, whereby user will be able to view the report with the list of Item Code which is grouped by Customer Code and Customer Name.
Found 5 search result(s) for customer intelligence.
Private & Confidential