As a business grows, it becomes more important than ever to keep a close eye on various areas that could require attention. However, navigating increasing quantities of data can mean time spent trawling through reports of stock falling below critical quantities, sales staff underperforming or even customers that have exceeded credit terms – all results in potentially vital information missed or delayed responses to actions as the process takes longer and longer. With a growing business, targeting issues as an when they arise can eliminate this set back.
Users can already deliver data like never before with the innovative OrderWise BI Alerts Module. Enabling you to drill down even further without any of the hard work, BI Alerts offers a revolutionary solution to help users address important sales activity as and when it arises. The automated notification indicates that a predefined event or error condition has occurred and that some action is needed, a vital tool for being able act on crucial events as they happen.
Now in version 12.11 of OrderWise, a total of 23 additional alerts & queries have been added to the module in order to further strengthen the range of information on which BI Alerts are capable of creating notifications. These additions continue to enable the user to customise the automated alerts to suit the exact needs of the business.
New alert queries added to BI Alerts this month are:
User with open opportunities
Customer Has Bought from Category X But Not Y
Variant in stock received for back to back orders
Customer with stock received for back to back order
Customer Over Credit Terms
Customer Spending Less Over Last X Months vs Previous Year
Supplier with late deliveries over X purchase orders
Customer Spending Less YTD vs Last Year
Customer making a loss
To purchase report hasn’t been run in X days by user Y
Variant price increased by X %
Variants Making a Loss
Customer with Stock Booked In For Outstanding Orders
Variants in Stock That Haven’t Sold For X Days
Variant Manufactured with Labour Time over the Estimate by X Hours
Variant in Stock Received for Outstanding Works Order
Customer With Orders Not Taken by Account Manager
Sales Rep Below Target
Customer Hasn’t Bought From Category X in Y Months
Customer Hasn’t bought Variant X in Y Days
And the following alerts have been added to BI Alerts this month:
Customer Order Frequency Fallen Below X per X Period of Time
Variants Sold Beneath Margin
X Late Deliveries for a Customer Over X Months
By using this continuously expanding functionality available from BI Alerts, users are not only able to gain unparalleled insight into areas of importance within their business but can also instantly capture and act upon notifications in order to fully maximise sales opportunities. What’s more, with the ability to use this OrderWise Module anywhere, any time, OrderWise BI Alerts makes the perfect addition for businesses wanting to stay ahead of their competitors and exceed potential.
For more information on the invaluable BI Alerts Module, contact one of our sales advisors today on 01522 704083