Sales Utilities section.
The Customer Information Export utility enables you to selectively identify Customer information, which you may then export into a plain-text, TAB-delimited file. The exporting of selected information is handled using the "Export Contents" option in the screen's right-click menu. To specify the Customer information you want to tag for export, select the "Customer Information Export" option. The following screen will appear:
When specifying Customer information you want to tag for export, you are presented with the following options:
Select to tag all Customer Types for export.
Specify Customer Type you want to tag for export.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Select to include inactive Customers in the list of Customers tagged for export.
Select from the following general information categories:
Select to tag the Customer Number for export.
Select to tag the Customer name for export.
Select from the following billing address categories:
Select to tag the first address line for export.
Select to tag the second address line for export.
Select to tag the third address line for export.
Select to tag the city for export.
Select to tag the state for export.
Select to tag the zip code for export.
Select to tag the country for export.
Select to tag the contact name for export.
Select to tag the contact's phone number for export.
Select to tag the contact's fax number for export.
Select to tag the contact's email address for export.
Select from the following correspondence address categories:
Select to tag the first address line for export.
Select to tag the second address line for export.
Select to tag the third address line for export.
Select to tag the city for export.
Select to tag the state for export.
Select to tag the zip code for export.
Select to tag the country for export.
Select to tag the contact name for export.
Select to tag the contact's phone number for export.
Select to tag the contact's fax number for export.
Select to tag the contact's email address for export.
Display lists Customer information tagged for export.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
To reassign Customer Types by Customer Type, select the "Reassign Customer Types by Customer Type" option. The following screen will appear:
When reassigning Customer Types by Customer Type, you are presented with the following options:
Specify the Customer Type you want to reassign.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Specify the new Customer Type you want to reassign the Customers to.
To the far right of the screen, the following buttons are available:
Closes the screen without reassigning Customer Type(s), returning you to the application desktop.
Reassigns Customer Type(s), using the specified parameters.
The credit status of a Customer has a direct bearing on whether Sales Orders can be created for that Customer. For example, Customers whose credit status is either "On Credit Warning" or "On Credit Hold" may not have Sales Orders entered for them. To update a Customer's credit status, select the "Update Credit Status by Customer" option. The following screen will appear:
The credit status for a Customer may also be updated using the Customer master. Any updates made using this utility will be reflected in the Customer master.
When updating the credit status for a Customer, you are presented with the following options:
Enter the Customer Number of the Customer whose credit status you want to update. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display.
Displays the specified Customer's current credit status. Current credit status is drawn from the Customer master.
Select to make the Customer's credit status "In Good Standing." Customers with credit "In Good Standing" may have Sales Orders issued for them. A black-colored typeface will be associated with their account.
Select to make the Customer's credit status "On Credit Warning." Customers with credit "On Credit Warning" may not have Sales Orders issued for them. An orange-colored typeface will be associated with their account.
Select to make the Customer's credit status "On Credit Hold." Customers with credit "On Credit Hold" may not have Sales Orders issued for them. A red-colored typeface will be associated with their account.
To the far right of the screen, the following buttons are available:
Closes the screen without updating the Customer's credit status, returning you to the application desktop.
Updates the Customer's credit status, using the specified parameters.
Purging Invoice records is one method for freeing up disk storage space—without losing important sales history. Running this utility will also purge the whole chain of documents associated with an Invoice. The chain of documents which will be purged when this utility is run include the following: Invoices (invchead
, invcitem
); Return Authorization (rahead
, raitem
, rahist
); Lot/Serial Registrations (lsreg
); Sales Orders (cohead
, coitem
, payco
, backup_payco
); Shipments (shiphead
, shipitem
, pack
); and Billing (cobmisc
, cobill
). Again, running this utility will not purge sales history. That information is retained for historical sales analysis purposes.
To purge Invoices and their associated documents, select the "Purge Invoices" option. The following screen will appear:
The consequence of purging Invoice records is that any purged Invoice records can no longer be re-printed.
When purging Invoices and their associated documents, you are presented with the following options:
Invoice records created before and including this date will be purged.
To the far right of the screen, the following buttons are available:
Closes the screen without purging any Invoice records, returning you to the application desktop.
Purges the Invoice records.
Purging Credit Memo records is one method for freeing up disk storage space—without losing important sales history. To purge Credit Memo records, select the "Credit Memo Records" option. The following screen will appear:
The consequence of purging Credit Memo records is that any purged Credit Memo records can no longer be re-printed.
When purging Credit Memo records, you are presented with the following options:
Credit Memo records created before and including this date will be purged.
To the far right of the screen, the following buttons are available:
Closes the screen without purging any Credit Memo records, returning you to the application desktop.
Purges the Credit Memo records.
The Allocate Reservations utility enables you to allocate Inventory to batches of open Sales Orders. This can be a more efficient method for quickly making hard Inventory allocations, as compared to allocating Inventory one-at-a-time at the individual Sales Order Line Item level. You can allocate Inventory to batches of Sales Orders using the following screen:
Only Sales Order Line Items that can be completely reserved using actual Quantity on Hand will be affected when this utility is run. If a Line Item cannot be completely reserved, it will be skipped.
When allocating Inventory to batches of open Sales Orders, you are presented with the following options:
Select to allocate Inventory to an individual Customer's open Sales Orders.
Specify the Customer Number of the Customer whose open Sales Orders you want to allocate Inventory to. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
Specify the Customer Ship-To Address whose open Sales Orders you want to allocate Inventory to. This is an optional setting which may be used in conjunction with the "Selected Customer" setting. The Ship-To option gives you the added flexibility of being able to assign multiple Pricing Schedules to a single Customer based on separate Ship-To Addresses.
Enter a Ship-To Address pattern to select a range of Ship-To Addresses for the selected Customer.
Specify the Customer Type you want to assign a Pricing Schedule to.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Open Sales Orders having a due date on and after this date will have Inventory allocated to them. Start date and end date must be entered for calculation to proceed.
Open Sales Orders having a due date on and before this date will have Inventory allocated to them. Start date and end date must be entered for calculation to proceed.
Select to automatically add affected Sales Orders to the Packing List Batch.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to run the batch allocation process, using the specified parameters.
Select to submit requested action to the Batch Manager for processing.
If your system contains older Sales history information which you no longer need for Sales Analysis purposes, you may archive that history—effectively removing it from view. Any archived Sales history will not be shown in Sales Analysis reports. If you ever want to view archived Sales history again, you may restore it at any point. For more information, see Section 13.8, “Restore Sales History”.
To archive Sales history, select the "Archive Sales History" option. The following screen will appear:
Archiving Sales history does not delete Sales history. Rather, the historical data is simply relocated to a storage archive on the database. You may restore Sales history from the archive at any time.
When archiving Sales history, you are presented with the following options:
Select to archive Sales history for all Customer Types.
Specify Customer Type whose Sales history you want to archive.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Select to archive Sales history for all Product Categories.
Specify Product Category whose Sales history you want to archive.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select to archive all the sales information which is not directly related to the Item Sites for a Sales Order—that is, Freight charges, Tax, etc.
Select to archive Sales history for all Sites.
Specify Site whose Sales history you want to archive.
Sales history generated on or after this date will be archived.
Sales history by Shipping Zone by Item generated on or before this date will be archived.
To the far right of the screen, the following buttons are available:
Closes the screen without archiving Sales history, returning you to the application desktop.
Archives Sales History using the specified parameters.
If you have Sales history stored in an archive on the database, you may restore that history at any point. Restoring Sales history makes it available again for Sales Analysis purposes. To restore Sales history that has been archived, select the "Archive Sales History" option. The following screen will appear:
Archiving Sales history does not delete Sales history. Rather, the historical data is simply relocated to a storage archive on the database. You may restore Sales history from the archive at any time.
When restoring Sales history, you are presented with the following options:
Select to restore Sales history for all Customer Types.
Specify Customer Type whose Sales history you want to restore.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Select to restore Sales history for all Product Categories.
Specify Product Category whose Sales history you want to restore.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select to restore all the sales information which is not directly related to the Item Sites for a Sales Order—that is, Freight charges, Tax, etc.
Select to restore Sales history for all Sites.
Specify Site whose Sales history you want to restore.
Sales history generated on or after this date will be restored.
Sales history by Shipping Zone by Item generated on or before this date will be restored.
To the far right of the screen, the following buttons are available:
Closes the screen without restoring Sales history, returning you to the application desktop.
Restores Sales History using the specified parameters.