To provide a report to your supply sales department of customers who might not be purchasing supplies from you anymore, or who have not even ordered supplies from you in the past X months.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This is available as a Custom Report only - named 'ID306 SA No purchase of selected items since selected date'. The report provides a list of customers who might not be purchasing supplies from you anymore, or who have not ordered supplies for you in the last specified number of months.
Run Schedule: On-Demand
Type of Output: On-Demand Custom Report
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. The report lists contacts for both the bill-to and ship-to customers that have not ordered from you, allowing sales reps to have a list of people to reach out to. The contacts are pulled from the Contact tab of the customer record:
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OnDemand Report Filters
OnDemand Report Filters
1. No Purchases Since - select custom date range or default options.
2. Have not purchased these items - use the advanced filter to search and select multiple if you are looking to identify specific items not purchased
3. Can have report list contacts on either/both BillTo and ShipTo Customer Records so your sales department can use the report to contact customer contact(s) directly.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID222 - Active Contract Equipment with no service calls in specified days
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