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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• Detailed and summarized Reports are provided for
daily/monthly sales evaluation and comparison of total sales and profitability against company targets.
Order TakenInvoice Updated
BOOKINGBOOKINGSS
SALES ANALYSISSALES ANALYSIS
Updating Sales Bookings Tables
Header LevelŸ C hange S h ip T oŸ C hange S a lesperson
B ooking A ud itT ab le
B ookingS um m ary Tab les
E xit Q uote /O rder
M onth-to -D ateB ooking T ab le
B ooking A ud itLog R eport
Item LevelŸ A dd Q T /S O ItemŸ C hange a P roductŸ A dd/C hange R e lease Q tyŸ A dd/C hange C harge V a lueŸ C lose R e leaseŸ C lose Q T /S O ItemŸ C hange S a les C ategory
U pdate T ab les
D aily B ookingR eport
Quote/Order Entry
Overview
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
BOOKING SUMMARY TABLE
MTD BOOKINGS
BOOKINGSAUDIT
Types of Orders Updated to Bookings
Include:
Q uotes
N orm al O rders
B lankets (when R elease is en tered)
Exclude:
S tock O rders
C ustom er S tock O rders
Q uotes/O rders on T rs H o ld
B uyout and D irect S h ip SO 's w ithno Buyout P O 's
B ooking A ud itTab le
B ookingS um m ary Tab les
M onth-to-D ateB ooking Tab le
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
Separate record generated
Separate record generated
MTD Booking Table
Net result of all changes
Booking Audit Table
Separate record for each change
Addition
Change
Deletion
Daily Activity
Month-to-Date Booking Table vs. Booking Audit Table
Addition:CRC/CR34
Change:CRC/CR37
Deletion:Item closed
AddCR34
MTD
AuditAdd
CR34
AddCR34
AddCR34
MTD
Audit
Changeto CR37
DeleteCR37
AddCR34
AddCR34
AddCR34
AddCR34
Changeto CR37
Changeto CR37
Changeto CR37
DeleteCR37
-
DeleteCR37
MTD
Audit
At Day End
MTD
Audit
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.
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.
A d d it ion :C R C /C R 3 4 - 5 TN E
C h an g e:C R C /C R 3 4 - 8 TN E Change To
CR34 - 8 TNE
Add CR345TNE
Add CR345 TNE
Change ToCR34 - 8TNE
Add CR345 TNE
MTD
Audit
MTD
Audit
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).
Addition:CRC/CR34
Change:CRC/CR37
Deletion:Item closed
AddCR34
M TD
AuditAdd
CR34
At Day End
AddCR34
ChangeCR34
M TD
Audit
M TD
Audit
M TD
Audit
Changeto CR37
DeleteCR37
AddCR34
ChangeCR34
AddCR34
ChangeCR34
Changeto CR37
Changeto CR37
Changeto CR37
DeleteDC01
-
DeleteDC01
#1 #2
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
BookingSummary Tables
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.
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)
Territory
Taken By Slp
Inside Slp
Outside Slp
Cust. ID
Cust.ID
Cust.ID
Cust. ID
Cust. ID
Ship To
Ship To
Ship To
Ship To
Ship To
Activity Date
Activity Date
Activity Date
Activity Date
Activity Date
Activity
Activity
Activity
Activity
Activity
-
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.
Booking Summary Tables - Examples
Booking Summary Table by Branch/PEP
Booking Summary Table by Branch/Salesperson Type/Salesperson/PEP
Cust. 1010Aug. 20, 2001 Product A 100KGS $100
Cust. 1020Aug. 20, 2001 Product A 200KGS $175
Cust. 1010Aug. 21, 2001 Product A 350KGS $300
Aug. 20, 2001 PEP A 300KGS $275
Aug. 21, 2001 PEP A 350KGS $300
Brh 1
Activity Date Cust. ID Product Quantity Value
$85
$150
$250
Cost
Brh 1
$235
$250
Activity Date PEP Quantity ValueBrh Cost
Booking Summary Table by Brh/PEPMonth-to-Date Booking Table
Cust. 1010Aug. 20, 2001 A 100KGS $100
Cust. 1020Aug. 20, 2001 A 200KGS $175
Cust. 1010Aug. 21, 2001 B 350KGS $300
Activity Date Cust. ID Product Quantity Value
$85
$150
$250
Cost
Month-to-Date Booking Table
Out Slp
Slp 1
Slp 1
Slp 1
Aug. 20, 2001 PEP A 300KGS $275
Aug. 21, 2001 PEP B 350KGS $300
Brh 1
Brh 1
$235
$250
Activity Date PEP Quantity ValueBrh Cost
Booking Summary Table by Brh/Slp Type/Slp/PEP
Out Slp
Slp 1
Slp 1