Notifies of orders and sales quotes created below specified margin.
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
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/edited 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:
Sample showing triggered for Total Order Amount:
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Variables
Variables
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;
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.
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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/edited, 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:
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
You can also see average cost of item under Item Level detail in Sales Order:
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:
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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:
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Related Alerts
Related Alerts
None at this time
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