New Enquiries
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The Enquiries section allows you to see detailed customer, product and transactional data in a variety of different ways. There are several types of Enquiries screens, which all work in a similar way, but each display information in a different way.
A new feature to sales-i enquiries is the ability to add a second dimension to your reports. This allows users to add an extra informational field to the reports that are created.
Adding filters allows you customize your enquiry report to only show or exclude certain accounts, transactions, products, or any other analysis field.
You can now navigate back and forth on your Enquiries drill trail without losing it, so you can change and adjust requirements as needed.
When using Sales Vs Gaps you may wish to change the settings, for example, you can change the measurement type to see profit or quantity, or the period type to Day, Week or Quarter. This guide will show you how.
There are 3 additional ways in which you can alter the layout of your page with collapsible icons as well as the ability to include more results per page.
Sales-i allows you to increase or decrease the number of results per page when using Enquiries. This is achieved by changing the results table row height.
You can use sales-i to discover which products a customer has stopped buying, preventing your sales from slipping and going to a competitor before it’s too late.
The Variance Enquiry within sales-i allows you to compare over two different date ranges to find any rise or to stop any leakage in spend. This guide will show you how to use this enquiry to see a list of customers who are spending less with you allowing you to protect and improve sales growth.
You can export enquiries you create in sales-i, this can help if you wish to send reports via e-mail or feature them in a presentation.
Viewing a saved enquiry is a quick way to pull up sales data for the customers or products that matter the most to you. This is especially helpful if it takes several steps to get to the sales you’d like to see.
Using the Full Picture Enquiry, you can easily see your top spending customers, as well as those which are most profitable or buy the biggest quantity of items from you. Enquiries is the place to answer any questions you have about customer spend.
If you run an Enquiry on a regular basis, it may be useful to save it for future reference.
Sometimes generating a report can yield hundreds of lines of data, if not thousands. You can use the Search feature to easily locate one customer name, product, or account number within the enquiry results.
Calendar bubbles allow you to display your Enquiries results by calendar information, such as weeks or months.
Customer Mode is a function that removes all cost, GP% and other profit-related information so that you can share your sales-i screen with your customers.
A new feature that has been added to sales-i Enquiries is ‘Dynamic Sub-totaling’. You can now gather totals of the data you choose.
New Enquiries gives the ability to multi-select on rows within an enquiry. You can then drill further down and analyze based on your selection.
The Roll Dates function, used only when saving Enquiries and Campaigns, allows the reports you have built to continue updating as you require them. Save and reuse reports with Rolling Dates to access up-to-date data.
If invoice numbers are included as part of the data extracted from your back-office system, you will see a corresponding bubble in Enquiries. This can be useful to help identify products on a specific invoice, or pinpoint any data discrepancies.