Customer Statistics

The Customer Statistics screen enables you to view complete sales and Invoicing history by Order Customer, Billing Customer, or both.

 

List Tab

 

Display fields

 

The displayed fields are taken from the Customers information entered into the main Customer Maintenance screen.   The selection of which fields to display is at the user’s discretion.   To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.   On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Include Inactive Status - If this is checked then the displayed list will include those Customers whose status is ‘Inactive’

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Customer Statistics screen

 

Related: This will bring up a list of functions that are related to the Customer and Statistics.  You may open and maintain information in those screens whilst still remaining in the Customer Statistics screen.

 

Reports: This will bring up a list of Reports that are related to the Customer and Statistics.  You can immediately run the report whilst still remaining in the Customer Statistics screen.

 

 

Detail Tab

 

Entry and Display fields

 

Customer: This is a display only field that shows the Customer selected in the ‘List’ screen.

 

Primary Contact: Display only field showing the Primary Contact as held against the Customer master record

 

Status: The current status of this Customer.  The displayed options are:

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Active

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Inactive

 

Activity Dates

 

Last Order: The date when the last order was received from this Customer

 

Last Invoice: The date when the last Invoice was sent to this Customer

 

Last Payment: The date when the last Payment was received from this Customer

 

Current Balances

 

Open Orders: Total value of orders with status Planned, Open, In-Progress, Finished, and On-Hold

 

Current Invoices: Total Value of outstanding amounts against Invoices that have not yet been closed

 

Unapplied Payments: Total Value of Receipts and Deposits that have not yet been applied to Invoices.

 

Credit Limit: This is only displayed if the Customer has a Credit Limit and shows the amount of Credit that has been given

 

Include History For: From the drop-down list select the source of the statistics relative to the selected Customer.  The options are:

Order or Billing Customer: The Customer appears in the Order Customer or Billing Customer fields of a Sales or Job Order

Order Customer Only: The Customer appears in the Order Customer field of a Sales or Job Order

Billing Customer Only: The Customer appears in the Billing Customer field of a Sales or Job Order

 

Invoice Values

 

Last 30 Days: Total value of Invoices raised within the past 30 days

 

Previous 30 Days: Total value of Invoices raised within the past 31 to 60 days

 

Variance%: Percentage variance calculated from

 

Last 30 Days - Previous 30 Days

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         Previous 30 Days

 

Current MTD This Year: Value of Invoices raised to date during the current month

 

Current MTD Last Year: Value of Invoices raised at the equivalent stage in the previous year

 

Variance%: Percentage variance calculated from

 

Current MTD This Year - Current MTD Last Year

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    Current MTD Last Year

 

 

Current Year to Date: Value of Invoices raised to date during the current year

 

Last Year to Date: Value of Invoices raised at the equivalent stage in the previous year

 

Variance%: Percentage variance calculated from

 

Current Year to Date - Last Year to Date

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    Last Year to Date

 

Average Margins

 

Margins are derived from (Sell Price - Cost of Sale) / Sell Price.  Three statistics are provided:

 

Last 30 Days: Average Margin achieved over the past 30 days

 

Last 12 Months: Average Margin achieved over the past 12 Months

 

Previous 12 Months: Average Margin achieved over the 12 Months prior to the last 12 months

 

 

Outstanding Invoices - Tab

 

This shows all the outstanding invoices for this Customer where the Invoice Status is not “Fully Applied’ and the ‘Balance Due’ is not zero.  The displayed fields are:

Invoice Date: Date when the Invoice was printed

Due Date: Date when the payment is due

Classification: This can be Invoice or Credit

Current Status of the Invoice: This can be Planned, Printed, Partially Paid

Invoice No: Identity of the Invoice or Credit

Total Amount: Total Value of the Invoice

Tax Amount: Total Tax amount included in the Invoice

Nett Amount: Total Nett Value of the Invoice

Amount Paid: Total amount paid against this Invoice

Balance Due: Outstanding amount due against this Invoice

Currency: The currency code if this is a foreign currency customer

Bill Customer: The billing customer

Order Customer: The order customer

 

 

If you select an Invoice and ‘Right Mouse’ you have two 'drill-down' options

 

1.  To go to the Invoice Details screen

2.  To show all Payment made against this Invoice

 

 

Invoice History -Tab

 

The History panel shows all Invoices and Credit Notes that have been included in the above statistics.  NB: The transactions displayed here take the Dynamic Archive Days System Settings into account. The displayed fields are:


Invoice Date: Date when the Invoice was printed

Due Date: Date when the Invoice is due

Classification: This can be Invoice or Credit

Status: The status of the invoice

Invoice No: Identity of the Invoice or Credit

Invoice Value: Total Value,Tax, Nett, Amount Paid, Balance Due - of this Invoice

Currency: The currency code if this is a foreign currency customer

Bill Customer: The Billing Customer held against the Invoice or Credit

Order Customer: The Order Customer held against the Invoice or Credit

 

If you select an Invoice and ‘Right Mouse’ you have the option to go to the Invoice Details

 

Payment and Deposit History Tab

 

This shows all the Payments and Deposits that have been received from this Custom.  NB: The transactions displayed here take the Dynamic Archive Days System Settings into account. The displayed fields are:


Payment Date: Date when the Payment or deposit was received

Status: Received, Partially Applied, or Fully Applied

Style: This can be Payment or Deposit

Number: This is the system generated Payment Number

Received Amount: The total Value of the payment

Applied Amount: Total Amount applied to date

Outstanding Balance: Total amount yet to be applied

Reference: Brief description of the entry made against the Payment

Customer: The Customer who made the payment

 

If you select an Invoice and ‘Right Mouse’ you have the option to go to the Payment Details

 

Open Orders Tab

 

This shows all the current open Orders for this Customer.  The displayed fields are:

Order Date: Date when the Order was created

Required Date: Date when the Order is required by the Customer

Status: Current Status of the Order (Planned, Open, In Progress, On Hold)

Classification: Order Classification (Sales Order, Job Order)

Order No: Identity of the Sales Or Job Order

Nett Value: Total Nett Value of the Order

Description: Description of the Order as entered into the Order details screen

Order Customer: Customer who raised the Order

Billing Customer: Customer who will be Billed

Currency: The currency code if this is a foreign currency customer

Total Value: The total value of the invoice

 

Item Sales History

 

This shows all the Items and Descriptors that were sold to this Customer.  The displayed fields are:

Invoice Date: Date of the Invoice that contained this Sale Item or Descriptor

Line Type: The Line Type (Example:  Item, Descriptor, Task Bill Code, etc)

Code: The Code of the displayed Line Type

Description: The description of the displayed Line Code

Unit: The Unit of Measure of the Code

Qty: The quantity sold on this Invoice

Unit Price: The Unite Price when sold

 

Buttons

 

Close: This will close the Customer Statistics screen. 

 

Related: This will bring up a list of functions that are related to the Customer and Statistics.  You may open and maintain information in those screens whilst still remaining in the Customer Statistics screen.

 

Reports: This will bring up a list of Reports that are related to the Customer and Statistics.  You can immediately run the report whilst still remaining in the Customer Statistics screen.