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Sales Bookings

Sales Bookings. Sales Management Tool. Sales Bookings Benefits. Purpose of Bookings Capture and summarize daily additions, changes, & deletions of sales quantities, values, and profits in Quotes and Orders. Bookings Reporting

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Sales Bookings

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  1. Sales Bookings Sales Management Tool

  2. Sales Bookings Benefits Purpose of Bookings • Capture and summarize daily additions, changes, & deletions of sales quantities, values, and profits in Quotes and Orders. Bookings Reporting • Detailed and summarized Reports are provided for daily/monthly sales evaluation and comparison of total sales and profitability against company targets. Invoice Updated Order Taken BOOKINGS SALES ANALYSIS

  3. Updating Sales Bookings Tables

  4. Retention X Days Based on Option Contains Summary Tables by PEP, Sales category, Salesperson, and Salesperson & Sales category Retention X Days Based on Option Contains Detailed Additions, Changes, and Deletions Report Provided Daily Booking Report Booking Audit Log Report Overview BOOKING SUMMARY TABLE MTD BOOKINGS BOOKINGS AUDIT

  5. Types of Orders Updated to Bookings

  6. Month-to-Date Booking Table vs. Booking Audit Table • Track daily additions, changes, and deletions. • Month to Date Booking Table retains net result of any additions, changes, and/or deletions. • Booking Audit Table retains each addition, change, and/or deletion. • Kept for x days based on EXO

  7. Month-to-Date Booking Table vs. Booking Audit Table

  8. Booking Audit Table • Number of records created in Booking Audit Table depends on type of daily activity. • For “Addition” and “Deletion,” one new record is created. • For “Change,” one or two new records are created, depending on type of Change. • For change to Product Quantity, one new record is created to reflect new Quantity. • For change to Product, two new records are created - one to negate old record, and another to reflect new Product.

  9. Booking Audit Table Example - Change to Quantity • When changed from 5 TNE’s to 8 TNE’s… • Only one new record is created - to reflect the new Quantity.

  10. Booking Audit Table Example - Change to Product • When changed from CRC/CR34 to CRC/CR37… • One new record is created to negate CR34 (#1). • Another new record is created to insert CR37 (#2).

  11. Booking Summary Tables Contains • Summarized version of Month-to-Date Booking Table. Retention Period • Kept for x number of days, as determined by Execution Option. 4 Booking Summary Tables provided • Branch/PEP • Branch /Sales Category/PEP • Branch/Salesperson Type/Salesperson/PEP • Branch/Salesperson Type/Salesperson/Sales Category/PEP

  12. Daily Bookings Report • Based on Month-to-Date Booking Table. • Identifies what Orders and/or Items were taken, changed, and/or deleted for a specific Date, Salesperson, and Customer. • Run daily or for a date range (for current or previous month). • Daily Quote Bookings Report or Daily Order Bookings Report, based on User Selection. • Benefit • Used by management to monitor details of daily activities.

  13. Daily Bookings Report - Sequences Provided First sorted by Sales Division, Sales Region, Sales Branch, then: Activity is either: • New (for an Addition) • Change • Delete (for a Deletion)

  14. Daily Bookings Report - Additional Features Profit • View Metal or both Metal and Net Profit. • With Metal and Net, for each record, Net displays on first line, Metal on subsequent. Charges • Print Charges Line. • For each record, prints Charge Number, Class, Description, Qty, Qty UM, Value, Cost Value, Profit, & Profit Percentage.

  15. Booking Summary Tables - Examples Booking Summary Table by Branch/PEP Booking Summary Table by Branch/Salesperson Type/Salesperson/PEP

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