Ranking Customer Products

Use the Customer Product Ranking program to rank products purchased by a customer. You can rank products by number of hits, amount of gross sales, or by demand, either within a price line or against all other products. After you have established a product's rank, you can view this rank on the Customer/Vendor Part Number Detail screen. For more information, see Displaying the Customer/Vendor Part Number Detail Screen.

You can run this ranking program for the following combinations of products:

All the products for which the customer has defined customer-specific part numbers.
All the products for which the customer has defined customer-specific part numbers, whether or not the product is on their reorder pad.
All the products on the customer's reorder pad, including those without a customer-specific part number.
Only those products on the customer's reorder pad without customer-specific part numbers.

To rank customer products:

From the A/R > Utilities menu, select Customer Product Ranking to display the Customer Product Ranking screen.
In the Ranking ID field, do one of the following to identify the ranking parameters you are about to work with:

To display an existing customer product ranking ID, do one of the following:
Press F10 and select from a list of ranking ID names.
Enter a name for the ranking ID, and press Enter. At the prompt, select the work ID for which you want to display information, and press Enter.
To create a new set of customer product ranking parameters, do one of the following:
Type New and press Enter. At the Enter new Ranking ID prompt, enter the name of the new work ID and press Enter.
Type the name of the new Ranking ID and press Enter. At the New prompt, press Enter.

In the Customer field, do one of the following to determine which customer to rank products for:

To rank the products purchased by a single customer, enter that customer's name in the field.
To rank products purchased by multiple customers, use the Custs hot key and enter the names of the customers in the Customer Selection screen.

Note: When you rank products for more than one customer, the word *Multi* displays in the Customer field.

In the Products Without Cust Part # field, enter one of the following to determine which products to select from the reorder pad that do not have customer-specific part numbers:

Option	Description
Include	Selects all the products for which the customer has defined customer specific part numbers and all the products on the customer's reorder pad, including those without a customer-specific part number assigned. This is the default. When a customer product without a customer-specific part number is ranked by this utility, Eclipse assigns it a customer-specific part number, using the @ sign appended to the product's internal ID, and adds it to the list of products displayed on the Customer/Vendor Specific Part Numbers screen. If the ranking was done by mistake and you don't want the product to have a customer-specific part number, you must manually delete the entry from the Customer/Vendor Specific Part Number's screen. Otherwise, the product will remain in the list with the assigned customer-specific part number.
Exclude	Selects all the products for which a customer has defined customer-specific part numbers, and excludes those products on the reorder pad that do not have a customer-specific part number.
Only	Selects only those products from the customer's reorder pad that do not have a customer-specific part number.

In the Ranking Method area, for each Rank #, press F10 and select one of the following ranking methods:

Hits – Sorts in descending order with the greatest dollar amount being given an A ranking, and the least amount being given an E or lower ranking.
Gross Profit $ (12 Mths) – Sorts in descending order with the greatest dollar amount being given an A ranking and the least amount being given an E or lower ranking.
Demand – Sorts in descending order with the greatest percentage being given an A ranking and the least percentage being given an E or lower ranking.

In the Global area, for each rank number, enter one of the following to determine whether the program should use a global ranking method:

Y – Ranks products globally against all other products, regardless of price line.
N – Does not rank products globally, instead the system ranks them only against other products in the same price line.

In the Ranking Breakpoints area, enter the percent of customer activity to be assigned to the corresponding rank. Start with the Top field and continue with each Next field. The percentages must add up to 100. The following table contains an example of how you might set up your ranking breakpoints.

Rank	Activity
A	Top 5% of activity
B	Next 15% of activity
C	Next 30% of activity
D	Last 50% of activity
E	No activity

When you are finished defining the parameters, use any of the following hot keys to process the ranking program:

Hot Key	Function
Begin	Runs the calculation program immediately.
Sched	Displays the Phantom Scheduler screen,where you can schedule the running of the program. This program is usually set up to run the evening following the end of the month, and to repeat on a monthly basis.
Prc Lines	Displays the Price Line Selection screen, where you can designate price lines for which to run the ranking program. Enter the name, if any, of an associated price line. Create or edit a list to limit a selection of price lines. By default, all price lines display. Type information in the list and press Enter to add entries and move the cursor to the next line. Press Enter after the last entry in the list before using the Save hot key or pressing Esc. The word "Multi" displays in the field when multiple selections are used. Use the Recall hot key to display a previously saved list. Use the Recall All hot key to redisplay the default data after using the Clear hot key to clear a list. Use the Move hot key to reposition the current line item to a different location in the list. Use the Clear hot key to clear the current list. Use the Sort hot key to sort the list in alphabetical or numeric order by code, or alphanumerical order by description. Use the Save hot key to save the current list for later recall.
Custs	Displays the Customer Selection screen, where you can designate multiple customers for which to run the ranking program.
Delete	Deletes the currently displayed Word ID. When you use this hot key, the system prompts you to confirm the deletion.

Note: If you use the Begin or Schedule hot key, you can process the ranking parameters you have set up. However, you must press Esc in order to save the parameters for future use.

Press Esc to save the information and exit the screen.
If you have an ID entered in the Ranking ID field, the system saves the template currently displayed on the Customer Product Ranking screen as a Word ID.
If you do not have an ID entered in the Ranking ID field, the system displays a save prompt.
To save the information, enter Y at the prompt, and then enter a name at the new Ranking ID prompt, and then press Enter. The system saves the template currently displayed on the Customer Product Ranking screen as a Word ID.
To not save the information, enter N at the prompt. The system clears the information and exits the screen without saving the information.