There is a new manufacturer exclusion icon in the search row under the manage column. Clicking this icon will allow you to filter (or search) for your customers that are excluded from one, or several, of your manufacturers. Just check the mfr(s) you’d like to see all excluded customers for and click save.
If you’d like to only see customers without exclusions, there’s a checkbox at the bottom of the window labeled “Customers without a mfr exclusion” that you can select. Clicking save will show customers that are not excluded from any mfr.
Like all other forms of filtering and searching, this filter can be used with other column filters to make defined search lists. You can remove the search/filter by clicking “clear search”
Related: Exclude Manufacturers from Customer
If you would like to further segment your orders, you can request to have the order type & order category feature to be activated (just reach out to us by emailing firstname.lastname@example.org). Use this feature to differentiate your orders into categories (such as jewelry, men’s, etc.) and types (such as immediate, reorder, show, etc.).
Once you have the feature available to your showroom, establish your Order Categories and Order Types under “Setup Categories.”
Click “add record” to create new order categories/types.
When adding an order, you’ll be able to assign an order category, and optionally, an order type.
NOTE: Once this feature is activated, order category is mandatory while order type is not. If you only care to use one of these features, use order categories.
Once you enter your orders with order categories and/or order types, you can filter (or sort) your orders with these 2 new attributes.
You can also filter most report results by order type and order category. The following reports have this filtering ability:
- Top Customers
- Sales by Mfr/Customer
- Sales by Customer/Mfr
- Annual Sales by Month
- Forecasting Analysis by Season
- Open Orders.
With the “Saved Searches” feature, you can save searches or views (selection of columns) you use frequently to save time having to re-enter them. This also enables you to view only those columns that are relevant to your active task.
This feature is available on the customer, order, invoice, credit memo, and notes tab.
To save a search, first make sure the current search is cleared by clicking “clear search.” Next use customize this view to select the columns you wish to show/hide. More on customize this view here. In the example below, I’m creating a custom view (choosing specific columns) for my market calls, so I’ve chosen to only see customer name, contact, phone number, last cancel date, mfr, and market call notes.
If you’d like to enter a specific search to save, or save a specific segment of your customers, enter the search (i.e. everyone in a certain territory, everyone who has purchased in the last year, etc.)
Clicked “Saved Searches,” then “add current search,” then enter a name for this view/search you will remember, such as “mkt calls.”
To load a saved search, open the “Saved Searches” drop down menu and click on the saved search label you are looking for. The page will reload with the saved column view and the search criteria originally entered.
For every task you do repeatedly, have a saved search for it, whether it’s market calls, checking distribution, or sending emails. You could also have a “simple” view for quick viewing essential information and a “full/standard” view to see everything.