This screen allows users to perform the following sales functions:
- Client Visits
- Create Quotations
- Sales Reporting
The Sales Profile is accessible as an option and a toolbar button from the Administration > Customer Masterfile and the Management > Sales Activity > Customer Sales Profile.
The below screen is a view of the Sales Profile. The header information needs to be added once.
Please Note: All customers need to be added into the Customer Masterfile in order to add Sales Profiles, these can either be active Customers or Prospective Customers.
In the Customer Masterfile, prospective customers are defined as Active = Prospect
|
Field Name |
Description |
Validation |
Default |
|
|
Cust Code |
This is the customer code for the client. Can either be Active, Prospect customer |
Mandatory |
Defaults to match Customer Masterfile screen |
|
|
Name |
This is the full name for the client |
Mandatory |
Defaults to match Customer Masterfile screen |
|
|
Sales Category |
This advises the volume of business expected from the client |
Mandatory |
Blank |
|
|
Sales Person |
This is the user adding the Sales Profile |
Mandatory |
System generated |
|
|
Company Profile |
This describes the type of client |
Mandatory |
Existing |
|
|
Payment Rating |
Advises the current payment status |
Mandatory |
System generated |
|
|
Sales Lead Source |
Describes the source of the contact |
Mandatory |
Blank |
|
|
Active Date |
This is when the client became active |
Optional |
Blank |
|
|
Last Visit Status |
This is the status of the last visit with the client |
Mandatory |
System generated |
|
|
Profile Notes |
This is free text notes |
Optional |
Blank |
|
|
Visits |
This table lists the visits to the client in date descending order. Double click on a line to bring up the full details of the visit |
Mandatory |
System generated |
|
|
Printed Quotes This table lists the quotes sent to the client. Double click on a row to reprint the quote. |
||||
|
Port Pairs |
||||
|
Load Port |
This is the port of loading within the country in which the goods are to be loaded. Use the |
Mandatory |
Blank |
|
|
Disc Port |
This is the discharge port where the goods are to end up. Use the |
Mandatory |
Blank |
|
|
Inland Zip |
This is the zip code for where the goods are to end up |
Optional |
Blank |
|
|
Air Kgs PA |
This is the number of Kilograms the customer is expected to import or export per annum |
Optional |
Blank |
|
|
LCL Cbm PA |
This is the volume of LCL shipments the customer is expected to import/export per annum |
Optional |
Blank |
|
|
No 20s PA |
This is the number of FCL 20 Foot containers the customer is expected to import/export per annum |
Optional |
Blank |
|
|
No 40s PA |
This is the number of FCL 40 Foot containers the customer is expected to import/export per annum |
Optional |
Blank |
|
|
No B/B |
This is the Break Bulk items the customer is expected to import/export per annum |
Optional |
Blank |
|
|
Status |
Select a status for the business on this port pair |
Mandatory |
Active |
|
|
Incumbent |
This the forwarder currently moving the business for this port pair. Use the |
Conditional: Optional if Status is Prospective |
Blank |
|
to zoom on port codes.