Can we let customers know about the good deal they are getting from their contracts
Overview
There are times when you want to let customers know about the good deal they are getting from your contracts.
Procedure
Run the Sale Invoice Line Low GP Report By Contract report
The only limitation of this list reports is it compares the actual value of the line with the value at your default product price level. This does not give you an exact comparison unless the customer is on the default product price level. If for example the customer is on a government price level you should use the alternative "NTG" report described later on this page.
- From list reports, go to the Readysell store, select browse and highlight the "Sale Invoice Line Low GP Report By Contract" report from the Readysell store
- Download the "Sale Invoice Line Low GP Report By Contract" report from the Readysell store
You will have to right click the group by site and select full expand every time you run the report.
Find the report in the list of list reports. Then highlight the 30 days filter and click on "Run report using filter" . You can also run the report using the parameter option, as discussed below.
The report shows both the value actually applied and the value the customer would have paid if not for the contract:
Optionally run the report from a parameter instead of from the filter. As the parameter makes it easier to select just one customer for the date range you want. Tick the skip sales with no contract option to output only sale lines for a contract.
If the price code starts with "C", the contact was actually used on the sale. Otherwise the system may have decided the contract would increase the invoice value or an operator may have manually typed in a different sell price.
Alternative Solution, Use the "NTG Report"
The "NTG" report compares the actual price to the price the customer would get now. This allows it to compare the contract to the government or other price level that applies to the customer. Instead of comparing the contract price with the default sell price for products the customer purchased. This is better than the list report above.
On the Navigation menu, go to Reports then Form Reports. Then select the custom reports view.
Click on the Readysell store and select Browse
Highlight and download the "NTG Report"
Find the NTG report in your form reports list, on the parameters tab, select "Sale Shipment Line Report Parameters". Then click on "Show Report Using Parameters"
Enter the date range and customer required. If you do not want all customers you have to turn the "All Customers" checkbox and select the customer you want. Otherwise you will get all customers.
When the report previews, use the export button to send a copy of the report to Excel.
