Selection Criteria for Customers
Customer Contact Menu -> Select
Customer Records -> CLEAR/SELECT button ->
Select Customers action -> Selection Criteria for
Customers
This utility can be used to define the filters and selection
criteria to build a list of customers matching the selection
criteria, and to replace or add to the list of customers in the
Select Customer Records table, for later
use in producing various lists and reports.
There are six categories or tabs that can be used in the
selection.
Only customer that match all the selection criteria defined
on these tabs will be included in the list.
The Selection Criteria tabs and filters include:
-
- SORT RECORDS BY
- The sort option is used to define the Sort Key assigned
to the selected customers on the Select
Customer Records table.
Select one of the following sort options:
Note: This field applies to all tabs for this selection
run.
CLEAR EXISTING RECORDS
- Check this box if any existing customer records in the Select Customer Records table should be removed
and replaced with only the records matching the criteria from this
selection run.
Uncheck this box if the customer records from this selection run
should be added to the Select Customer
Records without deleting any existing records.
If adding to an existing list and a customer qualifies a second
time, any records for the same customer and having the same Sort
Key will remain on the list and will reflect the original
selection criteria in the Selection Criteria window in
Select Customer Records.
Note: This field applies to all tabs for this selection
run.
-
By Customer Tab:
- This tab can be used to select and filter the customers to
include in the list using information stored in the Customer Information .
Filters include:
- SELECT BY CUSTOMER
- Uncheck this box if the customer information is not relevant to
this selection process.
Check this box to specify the customer information that must be
matched in order for a customer record to be included in this
selection list.
If Customer Information data is to be used
in the selection criteria, the following filters become active:
- DIVISION, "ALL" OR "SEL"
- Divisions can be setup Divisions and
assigned to customers in Customer
Information.
To select customers by division use one of the following:
- Type ALL to include all divisions in the selection
criteria.
- To include only a single division, leave this field blank for
the Head Office Division, or enter a specific division code, or
select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
customer region to be included, as outlined in Division Select By Region.
SALESMAN, "ALL" OR "SEL"
- Salesman codes can be setup and assigned to customers in
Salesman Codes.
To select customers by salesman code use one of the following:
- Type ALL to include all Salesman codes in the selection.
- To include customers for only a single salesman enter the
appropriate Salesman code, or select one from the drop-down
list.
- Type SEL to make a selection of Salesman codes to include in
the report, as outlined in Select Salesman
Codes.
TYPE, "ALL" OR "SEL"
- Customer types can be setup in Customer
Type Codes and assigned to customers in the Codes window
of Customer Information.
To select customers by type code use one of the following:
- Type ALL to include all customer types in the selection.
- To include only a single type of customer, enter the
appropriate type code or select it from the drop-down list.
- Type SEL to make a selection of customer types to be included
in the report, as outlined in Select Customer
Type Codes.
RATE LEVEL, "ALL" OR "SEL"
- Special rental rates can be setup in the "Rental Rates &
Pricing" parameters on the Operations tab of Configure System Settings in Special Rate Codes, and assigned to customers in
the Codes window of Customer
Information.
To select customers by rate level use one of the following:
- Type ALL to include customers with all rate levels in the
selection.
- Leave this field blank to include only customers with standard
rates, or select a specific rate level from the Special Rate Level Search window to include only
customers assigned that special rate.
- Type SEL to make a selection of rate levels to be included in
the report, as outlined in Select Special Rate
Levels.
PRICE LEVEL, "ALL" OR "SEL"
- Special price levels can be setup and assigned to customers in
Price Codes.
To select customers by price level use one of the following:
- Type ALL to include customers with all price levels in the
selection.
- Leave this field blank to include only customers with standard
prices, or select a specific price level from the Special Price Codes Search window to include only
customers assigned that special pricing.
- Type SEL to make a selection of price codes to be included in
the report, as outlined in Select Special
Price Codes.
ACCOUNT STATUS
- To filter the customer selection by account type, select one of
the following options:
- SelectCash to just include customers flagged as Cash
only in Customer Information.
- Select On Account to include only customers flagged as
On Account in Customer
Information.
- Select Both to include all customers regardless of the
Account Status flag.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
-
By Follow Up Tab:
- This tab can be used to select and filter the customers to
include in the list using information stored in the Follow-Up window of Customer
Contact Information.
Filters include:
- SELECT BY FOLLOW UP
- Follow up information can be entered for a customer in the
Follow-Up window of Customer Contact Information.
Uncheck this box if the follow up activity is not relevant to this
selection process.
Check this box to specify the follow up requirements that must
be matched in order for a customer record to be included in this
selection list.
If Follow-Up data is to be used in the
selection criteria, the following filters become active:
- ACTIVITY SUMMARIES
- Select one of the following activity status options:
- Click Completed for follow up comments flagged as
Completed.
- Click Incomplete for follow up comments flagged as
Incomplete.
- Click All to include all follow up comments.
- Click Lost for follow up comments flagged as Lost.
- Click Follow Up Later for follow up comments flagged to
Follow up later.
FROM FOLLOW UP DATE
- Accept the default date to include follow up comments from the
"beginning" or enter a preferred start date for the selection
range.
- TO FOLLOW UP DATE
- Accept the default date to include follow up comments up until
today's date or enter a preferred end date for the selection
range.
FROM DOLLAR VALUE
- Accept the default to include all dollar values, or enter a
starting dollar value to narrow the selection range.
- TO DOLLAR VALUE
- Accept the default to include all dollar values, or enter an
ending dollar value to narrow the selection range.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
-
By Profile Tab:
- This tab can be used to select and filter the customers to
include in the list using the Customer
Profile Information assigned to customers in the Customer Contact Information.
Filters include:
- SELECT BY PROFILE
- Profile information can be setup in Profile Classes and in Profile Codes, and then assigned to customers in
the Customer Profile Information window
of Customer Contact Information.
Note: Default Profile Class/Codes that are defined by the
primary Customer Type are added to any new
customers given that Type automatically, but are only added
to existing customers when the Customer
Profile Information window is accessed and if no other profiles
already exist.
Uncheck this box if the customer Profile information is not
relevant to this selection process.
Check this box to specify the Customer
Profile Information that must be matched in order for a
customer record to be included in this selection list.
If Profile data is to be used in the selection criteria, the
following filters become active:
- MUST MATCH ALL CODES
- Uncheck this box if customers should be included if they match
any of the selected Profile Class/Codes combinations selected, but
not necessarily all Profile Class/Codes combinations.
Check this box if only customers that match ALL the Profile
Class/Codes in the selection criteria should be included in the
list.
PROFILE CLASS, "ALL" OR "SEL"
- To select customers by profile use one of the following:
- Type ALL to include customers with any profile classes in the
selection.
Customers with NO profile classes and codes setup, will always be
excluded.
- To only include customers with a specific profile class, enter
the class or select it from the Profile Class
Search window.
- Type SEL to select multiple profiles by class in the Select Profile Classes window.
PROFILE CODE, "ALL" OR "SEL"
-
- Type ALL to include all profile codes for the classes already
selected.
- To only include customers with a specific profile code, enter
the code or select it from the Profile Code
Search window.
- Type SEL to select multiple profiles by class and code in the
Select Profile Class/Codes window.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
-
By Revenue Tab:
- This tab can be used to select and filter the customers to
include in the list based on the customer sales and rental Revenue History information.
Filters include:
- SELECT BY REVENUE
- Revenue transactions can be viewed in Revenue History.
The customer LTD totals, YTD totals, variances, and variance
percents, can also be viewed in Customer
Contact Information.
Uncheck this box if the customer revenue history is not relevant
to this selection process.
Check this box to specify the customer rental and sales history
information that must be matched in order for a customer record to
be included in this selection list.
- REVENUE PERIOD
This is the date range for the report using posted monthly history
(RSMH).
-
- FROM
- Accept each of the month and year fields for the current fiscal
month and year start as defined in the Summarize G/L
Settings in the Company Posting
Parameters, or enter the correct starting 2 digit month and 4
digit year.
- TO
- Accept each of the month and year fields to accept the current
fiscal month and year end, or enter the correct ending month and
year.
RENTAL REVENUE AMOUNT
Customers can be selected by rental revenue generated in the
Revenue Period.
-
- FROM
- Accept the default to include customers with any monthly rental
revenue dollar value, or enter a minimum customer rental revenue
amount for the reporting period.
- TO
- Accept the default to include customers with any monthly rental
revenue dollar value, or enter a maximum customer rental dollar
amount for the reporting period.
MERCH. REVENUE AMOUNT
Customers can be selected by sales revenue generated in the Revenue
Period.
-
- FROM
- Accept the default to include customers with any sales revenue
dollar value, or enter a minimum customer sales revenue amount for
the reporting period.
- TO
- Accept the default to include customers with any sales revenue
dollar value, or enter a maximum customer sales dollar amount for
the reporting period.
RENTAL $VARIANCE AMOUNT
The rental dollar variance amount is the difference between rental
revenue for the Revenue Period this year and last year.
-
- FROM
- Accept the default to include all customers regardless of the
variance in rental dollar values, or enter a minimum rental
variance dollar amount for customers in the reporting period.
- TO
- Accept the default to include all customers regardless of the
variance dollar values, or enter a maximum rental variance dollar
amount for customers in the reporting period.
MERCH. $VARIANCE AMOUNT
The merchandise dollar variance amount is the difference between
sales revenue this year and last year, for the selected Revenue
Period.
-
- FROM
- Accept the default to include all customers regardless of the
sales variance dollar values, or enter a minimum variance in sales
dollars for customers in the reporting period.
- TO
- Accept the default to include all customers regardless of the
variance dollar values, or enter a maximum variance in sales
dollars for customers in the reporting period.
RENTAL VARIANCE %
This option selects customers based on the rental dollar variance
as a percent.
-
- FROM
- Accept the default to include all customers regardless of their
rental variance percents, or enter a minimum variance percent for
rentals in the reporting period.
- TO
- Accept the default to include all customers regardless of their
variance percents, or enter a maximum variance percent for rentals
in the reporting period.
MERCH. VARIANCE %
This option selects customers based on the merchandise dollar
variance as a percent.
-
- FROM
- Accept the default to include all customers regardless of their
sales variance percents, or enter a minimum variance percent for
sales in the reporting period.
- TO
- Accept the default to include all customers regardless of their
variance percents, or enter a maximum variance percent for sales in
the reporting period.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
-
By Class/Group:
- This tab can be used to select and filter the customers to
include in the list based on the customers' specific sales and
rental product Revenue History
information.
Filters include:
- SELECT BY REVENUE
- The customer sales and rental product details can be viewed by
class and by group in Revenue History .
Uncheck this box if the product information is not relevant to this
selection process.
Check this box to specify the product classes and groups
utilized by the customer in the selected time frame, in order for a
customer record to be included in this selection list.
- PRODUCT CLASS, "ALL" OR "SEL"
- To select customers by use of product class use one of the
following:
- Type ALL to include products from all Product Classes in the
selection criteria.
- Enter a specific class, to only include customers that have
used products from a specific product class or select a Product
Class from the Product Class Search
window.
- Type SEL to select a combination of Product Classes to be
included as outlined in Selected Class
List.
PRODUCT GROUP, "ALL" OR "SEL"
- To select customers by use of product group use one of the
following:
- Type ALL to include products from all Groups in the selection
criteria.
- Enter a specific Group, to only include customers that have
used products from a specific group, or select a Group from the
Group Search window.
- Type SEL to select a combination of Product Groups to be
included as outlined in Group Selection
window.
FROM
- Accept each of the month and year fields for the current fiscal
month and year start as defined in the Summarize G/L
Settings in the Company Posting
Parameters, or enter the correct starting 2 digit month and 4
digit year.
- TO
- Accept each of the month and year fields for the current fiscal
month and year end, or enter the correct ending month and
year.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
-
By Competitor Tab:
- This tab can be used to select and filter the customers to
include in the list based on the Competitor
Information stored in the Customer Contact
Information.
Filters include:
- SELECT BY COMPETITOR
- Uncheck this box if the competitor information is not relevant
to this selection process.
Check this box to specify the competitor information that must
be matched in order for a customer record to be included in this
selection list.
If Competitor Information data is to be used
in the selection criteria, the following filters become active:
- COMPETITOR OR ALL
- Leave this field blank to include all competitors, or select a
specific competitor from the drop-down list, as setup in Competitors.
FROM VOLUME AMOUNT
- Leave this field blank if dollar volume is not relevant to the
customer selection, or enter a starting dollar amount to filter
customers according to the estimated volume defined for them in the
Competitor Information of Customer Contact Information.
FROM VOLUME AMOUNT
- Leave this field blank if dollar volume is not relevant to the
customer selection, or enter an ending dollar amount for the
range.
Finished?
- Click on any Tab to save this selection information and to
further specify different selection criteria, or click ACCEPT to
accept the selection on all tabs and exit to the resulting Select Customer Records list, or click CANCEL to
abort the current selection criteria and to return to the previous
Select Customer Records list.
Note: Clicking ACCEPT will accept all tabs.
After the customer list has been generated using one or any
combination of the selection tabs from this Selection
Criteria utility, the list can be reviewed and edited in
Select Customer Records, where a
convenient window is provided to display the selection criteria
that was used to qualify each customer.
Note: Only customer records that match all the selection
criteria will be included in the list generated and saved in
Select Customer Records.
Topic Keyword: CMCF03