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 window. For more information, see Displaying the Customer/Vendor Specific Part Numbers Window.

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:

1. From the A/R > Utilities menu, select Customer Product Ranking to display the Customer Product Ranking window.

2. In the Ranking ID field, select from a list of ranking ID names or enter a name for the ranking ID to display an existing customer ranking ID.

Note: To create a new set of customer product ranking parameters, click New Ranking. At the new Ranking ID prompt, enter the name of the new ranking ID and click OK.

3. In the Customer field, enter the customer's name in the field to rank the products purchased by a single customer. To rank products purchased by multiple customers, click Multiple Items and enter the names of the customers in the Customer Selection window.

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

4. In the Price Line field, enter the name of the price line for which you want to rank the products purchased. Use the Multiple Items button and enter the names of the price line in the Price Line Selection window.

Note: By default, all price lines display.

5. In the Products Without Customer Part Number field, indicate which products to select from the reorder pad that do not have customer-specific part numbers

   Option	Description
   Include	Selects all 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 value. When this utility ranks a customer product without a customer-specific part number, the system 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 window. If the ranking was done by mistake and you do not want the product to have a customer-specific part number, delete the entry from the Customer/Vendor Specific Part Number's window; otherwise, the product remains in the list with the assigned customer-specific part number.
   Exclude	Selects all 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.

    

6. In the Ranking Method fields, for each Rank #, select from the list of ranking methods.

   • 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.

   • Gross Sales $ (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.

   • 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.

7. In the Global field, enter one of the following to determine whether the program should use a global ranking method:

8. Yes - Ranks products system-wide against all other products, regardless of price line.

9. No - Does not rank products system-wide, instead the system ranks them only against other products in the same price line.

6. 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. Click here for an exampleof 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

7. Do any of the following, as needed:

See Also:

A/R Utilities Overview

Ranking Customers