Customer Order Summary
A snapshot of a customer’s value and recent order details can be found on the Order Summary tab.
The Order Summary screen includes shipment and tracking details, a lifetime order value summary, and last quote information.
Enable Customer Order Summary
-
Navigate to the Receivables workspace.
-
Click Customer Order Summary under the Preferences menu.
-
Select the Order Types for Lifetime Value Calculation.
-
Select the Order Status for Lifetime Value Calculation.
-
Click Save.
Refresh Data Calculations
-
Navigate to the Receivables workspace.
-
Click Customer Order Summary under the Processes menu.
-
Select the Update the Customer Summary Data checkbox.
-
Click Process.
Automate this Process
-
Select the Update the Customer Summary Data checkbox.
-
Click the schedule icon.
-
Select Add.
-
The Automation Schedules pop-up window will appear.
-
-
Enter a Description for the scheduled process (i.e. Daily AM, Kensium Branch, Customer Data).
-
Select a Starts On date.
-
Select an Expires On date or select No Expiration Date if applicable.
-
Select a Process with Branch, if you want to process specific branch(es) at scheduled times.
-
Click Save.
How to Apply
-
Navigate to the Receivables workspace.
-
Click Customers, under the Profiles menu.
-
Select a Customer.
-
Click the Order Summary tab.
-
View the latest order summary details, shipment details, and summary info.
-
Users can drill-down on the following:
-
Sales Order number: Used to view the sales order details.
-
Track button: Used to view the shipping status of the last order placed.
-
You are redirected to the shipping provider’s website to view tracking status based on the Carrier’s screen configuration.
-
-
-
Go to the Orders tab, to view a customer’s full order history.
-
The Orders tab is accessible via the far-left menu, which is minimized.
-
To View Order History
-
Click the far-right Orders tab.
-
The full length of the tab menu is sometimes hidden, based on the browser type used.
-
-
Click the triple arrows to display the additional tabs.
-
Select Orders.
Enable Customer Order Summary
-
Navigate to the Receivables workspace.
-
Click Customer Order Summary under the Preferences menu.
-
Select the Order Types for Lifetime Value Calculation.
-
Select the Order Status for Lifetime Value Calculation.
-
Click Save.
Refresh Data Calculations
-
Navigate to the Receivables workspace.
-
Click Customer Order Summary under the Processes menu.
-
Select the Update the Customer Summary Data checkbox.
-
Click Process.
Automate this Process
-
Select the Update the Customer Summary Data checkbox.
-
Click the schedule icon.
-
Select Add.
-
The Automation Schedules pop-up window will appear.
-
-
Enter a Description for the scheduled process (i.e. Daily AM, Kensium Branch, Customer Data).
-
Select a Starts On date.
-
Select an Expires On date or select No Expiration Date if applicable.
-
Select a Process with Branch, if you want to process specific branch(es) at scheduled times.
-
Click Save.
How to Apply
-
Navigate to the Receivables workspace.
-
Click Customers, under the Profiles menu.
-
Select a Customer.
-
Click the Order Summary tab.
-
View the latest order summary details, shipment details, and summary info.
-
Users can drill-down on the following:
-
Sales Order number: Used to view the sales order details.
-
Track button: Used to view the shipping status of the last order placed.
-
You are redirected to the shipping provider’s website to view tracking status based on the Carrier’s screen configuration.
-
-
-
Go to the Orders tab, to view a customer’s full order history.
-
The Orders tab is accessible via the far-left menu, which is minimized.
-
To View Order History
-
Click the far-right Orders tab.
-
The full length of the tab menu is sometimes hidden, based on the browser type used.
-
-
Click the triple arrows to display the additional tabs.
-
Select Orders.