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ID424 - Sales Order or Sales Quote Created Where Item or Order Total Margin is Below Specified% Overview & Sample

Notifies of orders and sales quotes created below specified margin.

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview

Overview

Is Sales giving away equipment and/or supplies?  Are your sales order personnel doing favors for friends?  Or is the pricing in the item file not set up properly?

Will notify each time a sales order or sales quote (optional) is created with margin% below what you've designated. Alert logic set to consider margin % at BOTH individual item level and total order level. See variable details below. 

Run Schedule: every 15-minutes

Type of Output: Email

 

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Sample

Sample

Sample showing triggered for Item Level Amount Margin:

ID424ItemSample.png

Sample showing triggered for Total Order Amount:

ID424TotalSample__2_.PNG

 

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Variables

Variables

ID424Variables.PNG

 

Variable W: Order Type(s) (not description) to consider, separate multiples with comma (REQUIRED)

Variable X: ITEM level margin Target (enter as whole number, no % or decimals please) Enter 0 to have this alert ignore line item margins and to only fire at Order Total Level. (REQUIRED)

Variable Y: Order Total Margin Target (enter as whole number, no % or decimals please) (REQUIRED)

Variable Z: Customer Type(s) to check (separated by comma, leave blank for all)

Customer Type found in Customer Record Account tab;

Customer_Type.png

Variable 1: Branch Numbers to trigger on, (separated by comma, or blank for all)

Variable 2: Enter Sales Order if you only want to be alerted on Sales Orders. Enter Sales Orders and Sales Quotes if you want to be alerted on Sales Orders and Sales Quotes.

ID424Var2.PNG

 

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Alert Functionality

Alert Functionality

1. Process to notify when margin at either Item Level OR Total Sales Order / Sales Quote is not met.

2. Alert fires at time order is created, not at at time invoice is created as the point is to catch the problem before it is invoiced. 

3. Alert is cloneable so you can create more than one subscription with different variables settings and/or include different recipients. Just select the + (plus) sign below your existing subscription:

ID424Clone.PNG

4. This alert pulls cost from the average cost of the item. If you click availability for that item in eAuto you will see the average cost in the top right of the window

295fd2fa-c64d-4522-89a1-4321cca7d299.png

You can also see average cost of item under Item Level detail in Sales Order:

Avg_cost.png

5. It will ignore sales orders ONHOLD until they are released.

6. For Supply Orders it will ignore equipment under contract and billed at $0. 

7. The Message Column on the email from the alert is pulling from Messages tab in Sales Order:

ID424_Messages.PNG

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Best Practices & Tips

Best Practices & Tips

1. Alert will not consider orders billed at $0.00 when item linked to contract. Be sure contract number referenced and bill box is not checked:

Contract_not_billed.png

 

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Related Alerts

Related Alerts

None at this time

 

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