Automate Online Support

What reports come with Automate?

The following reports that come available with Automate are shown below, Additionally, any report that you have in Horizon can be scheduled with Automate. Changes to the standard Automate reports are chargeable.

Daily Gross Margin

(Set To Run Each Day After Close Of Business Hours I.e. 6.30PM)

Produces your daily sales figures. Ideal For MD, FD, Sales Reps etc.

Account Manager

(Set To Run Each Day After Close Of Business Hours I.e. 6.30PM)

Produces an activity report for any account where an internal contact is specified in the ‘Account Manger’ field of the trader card. This report notifies the account manager of any Orders, Quotes or Contacts set up or amended. This is ideal for new traders or potential traders, as the account manager is aware of all activity.

Back Orders

(Set To Run Each Day Before Working Hours I.e. 5AM)

Generates a list of outstanding products for deliver for the operator to follow up. This report is used to allow the operator to notify the customer that some items are on back order.

Call Manager

(Set To Run Once A Week Before Working Hours. I.e. Monday 6 AM)

Sends the operator their list of outstanding calls to make. Ideal for Reps, Telesales.

Contracts With No Rep

(Set To Run Once A Week Before Working Hours I.e. Monday 6.30AM)

Generates a list of active contracts with no Rep specified.

Expiring Deals

(Set To Run Once A Week Before Working Hours I.e. Monday 5.30AM)

Produces a list of active contracts due to expire in the next 30 days. Sent directly to the Rep.

Linex

(Set To Run Each Day After Close Of Business Hours I.e. 7PM)

Generates a list of items keyed, by operator that are unusually high, or low margin. This gives the operator chance to review the prices before the order is invoiced.

None Spenders

(Set To Run Once A Week Before Working Hours I.e. Monday 7.30AM)

Produces a list of customers who have not ordered for 20 days, but have previously ordered regularly over the past 3 months. This is sent to each Rep / Telesales member for urgent attention.

OS Purchase Orders

(Set To Run Each Day Before Working Hours I.e. 8.30AM)

Generates a list of purchase orders that have gone past their due dates.

Product Discrepancies

(Set To Run Each Day Before Working Hours I.e. 9.00AM)

Produces a list of products where there is not enough stock or purchase orders to satisfy the outstanding amount on sales orders. A great catch-all after your shopping process.

Quote Chase

(Set To Run Each Day Before Close Of Business Hours I.e. 4.30)

Generates a list of quotes that have not been ordered that day for the operator to review and follow up before the close of business to give the customer opportunity to order same day.

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