Weekly report for sales reps showing the status of equipment sales orders.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Tired of your sales reps chasing admin for an update on their orders? If they had accurate information, could they underpromise and overdeliver? This alert will send a weekly report showing all open sales order details at the time the report runs for equipment orders, AND also all the fulfilled sales orders for the current month, so reps can see where their orders stand. This shows line item details with links to purchase orders if you are using that feature (ILC); reps can see when the last item for an order is received.
The information contained in this report can also be accessed using the Power BI reports for sales orders:
ID473 - Open Deals Dashboard for Sales Reps (Power BI)
ID517 - Sales Order Insights (Power BI)
Run Schedule: Monday mornings and 5 pm on the last day of the month
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable X: Custom Property - Name of the custom property on the sales order to identify the sales period the order is booked to.
Variable Y: Custom Property - Name of the custom property on the sales order to identify the sales manager for the order.
Variable Z: Configuration Name - The name of the configuration applied to sales orders that contain the required custom properties.
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Alert Functionality
Alert Functionality
1. The report automatically sends to the sales rep and the sales rep manager.
2. Information in the custom properties specified in Variables W and Y will show on the report.
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Best Practices & Tips
Best Practices & Tips
1. The information contained in this report is also available in Power BI, which sales reps can access on demand to see their order details.
Custom Property Set Up
Custom Property Set Up
Attribute name = ZCJSalesBookDate
Description = ZCJSalesBookDate
Data type = Date
Attribute name = ZCJSalesMgr
Description = ZCJSalesMgr
Data type = Text
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Related Alerts
Related Alerts
ID473 - Open Deals Dashboard for Sales Reps (Power BI)
ID517 - Sales Order Insights (Power BI)
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