Customer Intelligence (CI)

Report Code	Report Name	Step By Step Guide	Description / Usage / Benefits
CI-01	Sales Report By Customer Code	1. Set Branch or All Branches. 2. Enter Date Range - To and From. 3. Customer Code Range - Customer Code can be obtained from Customer Listing. Or leave it blank to view all Customer Codes.	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.
CI-02	Sales Summary By Customer (Summary)	1. Set Branch or All Branches. 2. Enter Date Range - To and From. 3. Click 'Generate Report Now'.	Almost similar to Sales Report by Customer Code, except that it lists down ALL the customers individually. This report is useful for checking how regular the customer is to your business. The higher the Net Sales, the more loyal the customer is. Apart from the value of sales and sales return, this report also shows the Count - number of invoices and sales. Invoice - Sales Return = Net Sales
CI-03	Detailed Sales Records By Customer	Check out Detailed Transaction Records.	This report allow users to generate the detailed transactions for specific customers. With this report, users will be able to see exactly how much gross profit has been generated from each customer from the transaction history. Primarily, it includes Invoice, Sales Return and Credit Memo. Filters : Salesman - Choose a salesman name to view only his / her customer records. Customer From / To - To view customers from one PKID to another, like a customer code range. Display Format - Default, Group by Salesman (Details), Group by Salesman (Summary 1), Group by Salesman (Summary 2). Each of these formats differentiates between the columns and how it's displayed. Columns : Standard Price - List Price in Add Item. Discount GP% = GP / Standard Price x 100%
CI-04	Sales Report by Customer Code	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	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.
CI-05	Sales Summary Report by Daily, Weekly, Monthly by Customer Code	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	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. The report shows the cumulative then the breakdown by each month, each month combined will be the total value in the first half of the report.

CI-01 Sales Report by Customer Property

Select Branch or All Branches
Enter Date Range From and To
Key in Customer Property From and To
Select Customer Type

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

CI-02 Sales Report by Customer (Summary)

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

CI-03 Detailed Transaction Records by Customer

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.

CI-04 Sales Report by Customer Code

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

CI-05 Sales Summary Report by Daily, Weekly, Monthly by Customer Code

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 cummulative and then the breakdown by each month, each month combined will be the total value in the first half of the report.