Updating missing data on toner item records listed on ID316 is important, the excessive toner ID315 and biggest toner problem contracts ID758 require that your item records are set correctly, otherwise we can't track excessive toner usage by your customers.
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts | Task App
Overview
Overview
Provides a weekly list of your most sold (over last 12 months) items missing this information, will also include any new items recently created.
In order for alert ID315 (Excessive Toner Usage) to run correctly, the toner items in inventory need to have a Copy Yield and Usage Limit Meter Type set. This alert will show what is missing this information for the service code(s) given in VariableW.
Run Schedule: Mondays AM
Type of Output: Email and Task App
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Sample
Sample
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Variables
Variables
Variable W: Enter Service Code(s) used for the toner (separated by commas)
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Alert Functionality
Alert Functionality
1. The Service Codes listed in VariableW for this alert should match the Service Codes listed in VariableW of your ID315 subscription:
2. Alert reports on Item Records (per Service Codes listed in VariableW) for any missing Usage Limit Meter Type and/or Yield, so be sure to update BOTH:
3. If an Item reporting on ID316 is NOT toner, then please be sure to change the Item Record's Service Code ASAP; otherwise, the item will continue to report and will be considered for your excessive toner alerts (ID315).
4. If an item is not meant to have a yield, set the yield = 2 so that it will not trigger any of our processes. You will still need to enter a Usage Limit Meter Type.
5. Output explained:
(1) % of toner items with a yield set (2) % of toner items with a usage limit meter type set* (3) Service Codes linked to the item records being monitored (any changes to these codes must be updated in ID316 AND ID315)
In the example below (4) this existing item is missing the usage limit meter type category in the item record, (5) this item is missing a yield in the item record (6) this NEW item (created in last 30 days) is missing a yield AND usage limit meter type category in the item record. (7) shows total # sold over the last year and the total cost. This way you can focus on updating most sold toners.
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Best Practices & Tips
Best Practices & Tips
1. Usage Limit Meter Type Category, When in doubt, choose 'B\W' for a black toner and 'Color' for a color toner. This will have no impact on any other e-automate functionality unless you are using the Contract Usage Limits options inside e-automate (less than 1% of our clients are), if you are please consult your contract administrator to make sure you select the correct Meter Types. If an item should not be triggering this alert (is not a toner item) set Meter Type = Total.
2. Service Codes can be found in Tools / Lists & Codes / Service Codes:
3. It is important that we are monitoring the correct Service Codes (listed in Var W of ID316 subscription). Service codes are set on the toner item record, see more here on setting of service codes and their importance.
4. Use ID571 to first help with yields, it automatically pushes our (limited amount) of stored yield data into your EA item records. Then we recommend assigning someone who has 15-30 minutes free a week, to sit down and Google the manufacturer item # for the yield, and input into eAutomate.
5. We can bulk update your Usage Limit Meter Types for you (just email us at help@ceojuice.com), or please see THIS LINK for instructions.
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Related Alerts
Related Alerts
ID315 - Excessive Toner Alert
ID571 - Items Missing Yield
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Task App
Task App
Please see THIS LINK for review.
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