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Article #67 Customer Route Sheets with Sales History

Introduction

Customer Route Sheets with Sales History allows route sales staff to receive summarized historical sales data to allow them the make informed sales decisions based on customer historical information. It also allows them to monitor spoilage rates on perishable products and optimize return ratios.

Optionally configured for each Mobile Unit record, this information is sent to the handheld computer each time they sync and, as they make sales, Solid Sales Pro will continue to maintain the Sales History values until the next connect session.

While servicing a store account, the route sales staff can optionally enter the amount on the shelf (Quantity on Hand) along with Sales Quantities and Credit/Return Quantities all on the one convenient screen. Once the Customer Route Sheet has been completed, the order, with Sales and Credits, is generated with a single button click.

Features Added

Solid Business Central

  • Menu Path [System / Configure / Company / Settings]
    • New Company setup option “Mobile History Days:” represents the number of previous visits to send for mobile history (default is last '5' visits)
  • Menu Path [Datafile / Cost Cntr / Mobile]
    • A new “Customer History:” option has been added to allow or disallow the Solid Customer Route Sheets/History feature to be assigned on a per Mobile Unit basis.

Solid Mobile Central

  • Menu Path [Company / Configuration]
    • New Company setup option “Mobile History Days:” represents the number of previous visits to send for mobile history (default is last '5' visits)
  • Menu Path [Mobile / Properties]
    • A new “Customer History” checkbox has been added to allow or disallow the Solid Customer Route Sheets/History feature to be assigned on a per Mobile Unit basis.

Solid MultiConnect

  • Customer History information is an additional data load sent to the handheld computer which will extend the length of the connect sessions by a marginal amount.

Solid Sales Pro

1163 Customer Route Sheet screen: A new [History] button has been added to the 1100 Create Transaction which leads you to the 1163 Customer Route Sheet screen. The 1163 Customer Route Sheet screen provides you a list of items sold over the past ‘x’ visits as previously defined in the Company Configuration screen.

1163 Customer Route Sheet 

  • Filter Options: You may choose from three different filters with respect to displaying Customer Route Sheet inventory records:
    1. All Product: Displays all inventory records regardless of historical information being available or not.
    2. Historical Transaction: Displays only inventory records that have historical information available for the selected customer.
    3. Approved Product: Displays only Inventory that exists on an Approved Product List (APL) for the selected customer.
  • Search: You may either scan an available Barcode or enter the Inventory Item to search on.
  • Buttons:
    • [Cancel] - returns to the 1100 Create Transaction screen
    • [Gen Order] - Validates and generates the proposed Sales transaction based on customer route sheet information entered, then takes you to the '1130 Selected Items' screen to complete the sales transaction. There will be a separate line item for Sales Order Quantity and Return Quantity as per normal.
    • [Part] or [Desc] - Switches the list of inventory to be ordered by Part (Item) code or Description.
    • [OK] - Select the highlighted inventory item and display the 1164 Customer History screen where you enter, current Inventory On Hand Quantity, Order Quantity and Return Quantity for the selected item.

1164 Customer History screen: the 1164 Customer History screen lists the available sales history for the selected customer and inventory item. The default Selling Price and Return Percentage for that item is also displayed.  The route sales staff then enter the Inventory Quantity On Hand (Inv OH), Sales Order Quantity (Ord) and Returned Quantity (Return) values for the current visit.

1164 Customer History

  • Buttons:
    • [Cancel] - Cancels changes and returns to the 1163 Customer Route Sheet screen.
    • [Detail] - Offers detail information for the selected inventory item including pricing.
    • [OK] - Saves the current On Hand Quantity, Sales Order Quantity and/or Return Quantity values and returns to the 1163 Customer Route Sheet screen.

1133 Barcode Details/1134 Order Details/1135 Inventory Details: [History] buttons have been added to the existing 1133, 1134 & 1135 screens to allow the route sales staff to review customer history for the currently selected item.

Last modified on Tuesday, 20 February 2018 10:46

Additional Info

  • Software Components: Solid Business Central, Solid Mobile Central, Solid Sales Pro
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