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