All scheduled customer contact lists, generated via the Start call plan generation program, outline who to call/contact, when to call/contact and how to contact the customers.
To view and work with the list do as follows:
- Select the Work with call plan menu item.
- All NEW generated entries for your handler are displayed by default. Per entry the following is displayed. See the panel help for field descriptions.
- Time
- This column lists the time that the contact should be made.
- Customer
- This column lists the customers that should be contacted.
- Contact person
- This column lists the contact person that should be contacted for the customers.
- Telephone number
- This column lists the telephone numbers to call.
- Last order
- This column lists the last order date, i.e. the date when the last sales order to the customer was created.
- Status
- This column lists the status for the call plan.
- T
- This column denotes if internal text was entered for the contact plan.
- Route
- This column lists the next defined route for the customer if available.
- Departure date
- This column lists the date for departure in the route if available.
- Departure time
- This column lists the time for departure in the route if available.
- Cut-off date
- This column lists the cut-off date for departure in the route if available.
- Cut-off time
- This column lists the cut-off time for departure in the route if available.
- Whs
- This column lists the warehouse for departure in the route if available.
Per entry, you can change, copy, display or delete the entry. You can also view the next available routes if they are set up for the customer by clicking the Available routes option.
Create sales order
From the generated call plan it is possible to directly access sales order entry and create sales orders for the customer in the plan. Do as follows:
- Click the Sales order entry option or function key.
- You access the Work with sales order, Create new panel. The following fields are automatically completed:
- Handler
- Your handler.
- Order source
- If the order source functionality is set up, this field displays the source from which the sales order is being created.
- Customer
- The customer in the call plan.
- Order type
- The default order type for call plans, retrieved from the Call plan control file.
- You are prompted with the Change call status code window asking if you want to change the previously selected contact to closed. Leave this box set to YES if you want to change the status to closed, else uncheck the box to keep it open, allowing you to continue working with the contact (i.e. add more sales order lines).
- You return to the Work with call plan window. Click the Toggle display status function key to view the status of the contact.
Complete the entry of the sales order. When finished, click Back.
Enquiries and printouts
- Call plan enquiry