SM Administrator Customer Ranking ranges and options

Ranges

Options

Period/Month

If you track costs on a 12- or 13-period fiscal year in SA Administrator Options-Financials-Fiscal Year and store sales data on a fiscal year basis in the Store Files by Calendar or Fiscal option in , specify the fiscal period and year in this field.

If you track costs and store sales data on a calendar year basis, specify the calendar month and year. When you specify periods for reports to use as a reference, they usually represent a ceiling for the report. Most reports include everything up to the period specified. This report is different. The period specified in the Period/Month field is the starting point and the report determines the customer’s class by working backwards 12 months or 13 periods from the period entered.

For example, if you are on a calendar year basis and specify 2019, it uses eleven months of 2019 and 1 month, December, of 2018.

If you are on a 12 month fiscal year beginning 1 July, 2018 and ending 30 June, 2019 and categorize the year as fiscal year 2019 in SA Administrator Options-Financials-Fiscal Year, specifying 1118l causes the report to use the 12 months back to 1 June, 2018. If you use a 13-period fiscal year, the report counts 13 periods back from the period specified.

To go back one period, specify -1 in the Period/Month field.

Calc. From (S)ales (M)argin or (P)rofit

Use this option to rank customers in the classes of 1-13, depending on the selection. Specify:

(S)ales to rank customers by total sales.

(M)argin to rank customers by margin.

(P)rofit to rank customers by profit.

Margin = Net Sales - Cost

Order Cost = # of Invoices YTD * SMAO Cost to Process Order

Gross Profit = Margin - Order Cost

Class 1 is the highest level, Class 12 is lowest, and Class 13 is for customers that do not meet the Minimum Sales to Qualify as an Active Customer amount in SA Administrator Options-Sales History-Customer or have a status of inactive in Customer Setup.

Inactive customers are included in the report if the Include Inactive Customers In Ranking? option is set to Yes.

Print Detail (A)ll (N)one (U)p or (D)own

Use this option to choose the level of detail you want to show on the report. Specify:

(A)ll to print detail for each customer including their previous class and if the customer’s ranking went up, down, or remained the same. Detail will also be printed for those customers that are new.

(N)one to print only totals per class.

(U)p to print detail for those customers whose ranking went up and for those who are new. All customers are included in the total.

(D)own to print detail for those customers whose ranking went down and for those who are new. All customers are included in the total.

Update Class on Customer Record?

Select Yes to update the customer record in Customer Setup. If you are updating the Class on the customer record, do not specify any ranges so that all customers are ranked and you do not risk missing any.

Include Inactive Customers In Ranking?

Select Yes to include inactive customers in the ranking and to have their totals included in the report’s totals.

Classify New Customers?

Use this option as a method of grouping customers based on a percentage of sales, margin, or profit.

Select Yes to include new customers.

Select No and new customers with less than six months of history are not included on this report.

This is a helpful tool when you are giving price breaks to customer based on their buying history and do not want to include new customers in the price break.