The following reports are available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile.
Sales Visit Report: The detailed and summary PDF reports providing information on visits to customers based on a date period selection, Branch and Sales Person.
Cold Call Overview: This report is used when a new customer visit is planned and provides the sales representative with the customer name and address and a free area for writing the visit notes, and next visit date.
Customer History Report: This report is used when visiting an existing customer which provides the sales representative with an overview of the customer. This includes the amount owing and amount overdue, the last import and export shipment date, the last visit note, and the last 6 months of Job Summary which includes Volume, Weight and TEU’s.
Sales Visit Follow Up Report: This report allows users to report on their next visit dates by Customer. This can be set up in the Auto Reports Module to remind the user that visits are due.
Target Port Pairs Report: This report can be run for selected port pairs and by the status of the business.
Sales Performance Report: This report is run for a Date Range that reports a summary of the Number and Type of Sales Visits per Sales Person by Branch.