Weekly report of all items assigned to a sales rep's warehouse where the items have been in the warehouse for more than Variable X days.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Some clients use virtual warehouses assigned to individual sales reps as a control mechanism. In this setup, sales administrators ensure that only items listed in a rep's warehouse are billed for that rep's orders.
This report generates a weekly list of all items in each sales rep's warehouse that were transferred in more than Variable X days ago. This helps to identify unbilled inventory associated with the rep's deals.
To enable this alert, a custom property must be added to each sales rep's employee record, specifying the name of their assigned warehouse.
Email notifications:
- Each sales rep receives an individual email listing their warehouse items.
- Each sales manager receives a consolidated email covering all warehouses assigned to their reps.
- Anyone listed in the To field of the subscription will also receive the manager's email.
- Recipients listed in the CC or BCC fields of the subscription will receive all emails, both individual rep emails and manager summaries.
Run Schedule: Mondays at 6:30 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property - Warehouse - Name of the custom property used as the warehouse lookup on the employee record in e-automate.
Variable X: Days since transferred - Only show items more than X days since transferred into the warehouse.
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Alert Functionality
Alert Functionality
1. To use this process, first, a warehouse must be created in e-automate for the sales rep. Warehouses are found under Inventory - Warehouses.
2. Then the custom property specified in Variable W must be added to the sales rep's employee record and set to the warehouse for that rep.
3. The alert will report on items in the warehouse where the days since the item's transfer-in date are more than Variable X days from the report date.
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Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
Custom Property Set Up
Attribute name = ZCJSalesRepWarehouse
Description = Warehouse Assigned to SalesRep
Data type = Lookup
Lookup type: IC_WAREHOUSE_ACTIVE
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Related Alerts
Related Alerts
None at this time.
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