Customer Snapshot

Customer Snapshot is a TIPP CORE workspace that gives a one-page summary of a single customer: scorecard figures, credit and receivables standing, recent workflow requests and documents, open sales orders, monthly accumulators, a sales trend chart, top items and sales by category. It works with Exact Globe and Macola ES divisions and is read-only, except for order notes. Sales staff, account managers and credit controllers use it to prepare a customer call or review.

Before you start

• The workspace shows one customer at a time. It needs a division and a Customer Code. It normally opens from a customer link or menu, which fills these in. Otherwise type the code in Customer Code.
• A connection to the back-office of the division must be set up on the Backoffice Connection page [Modules, TIPP, Setup, Connections, Backoffice Connection]. The TIPP licence is checked on the License page [Modules, TIPP, Setup, General, License].
• The TIPP workspace objects must be deployed to the back-office database of the division.
• The customer must exist in the selected division, and the division must be an Exact Globe or Macola ES administration.
• If the division you open cannot be connected, the workspace may switch to a division that can be, and shows an information message.
• Access depends on TIPP Page Security. Ask your TIPP administrator if you are denied access.

How to look up a customer

1. Open Customer Snapshot.
2. Choose the Division in the list at the top. It lists active divisions as number and name. Your choice is remembered.
3. Type the customer’s code in Customer Code and leave the field. The page reloads with that customer.
4. Read the title “Customer snapshot for” followed by the customer name, with “Active Since” and “Account Manager” below it.
5. Click the customer name in the title to open a menu with the choices available for the customer.

How to check a customer’s credit and overdue position

1. Open the customer in Customer Snapshot.
2. In the AR Summary section read Credit Line, Payment Condition and Total Outstanding.
3. Read the buckets Current, PD 0-30, PD 31-60, PD 61-90 and PD >90 underneath. PD stands for past due, and the range is in days.
4. In the Scorecard section check Last Payment and the Avg Days to Pay lines.

How to see open sales orders and add a note

1. Go to the Open Sales Orders section.
2. Click the Created heading to sort by order creation date. This is the only sortable column. Click again to reverse.
3. Click an order number in Order No. to open a menu with the choices for that order.
4. Click the small note icon at the end of the row to open the order note window. The icon differs for orders that already have a note.
5. Use the page size control of the list to show more rows.

How to open a workflow request or a document

1. In Most recent workflow, optionally choose a request type in the list above the table. It lists the types the customer has requests for. Empty means all types for the customer, shown in the table as the five most recent.
2. Click an ID to open that workflow request.
3. In Most recent documents, click an ID to open that document. The five most recent documents of the customer are shown.

Screen guide

Top of the page

• Division: the administration to look at. Cannot be empty. Remembered.
• Customer Code: the code of the customer in that division.
• Customer snapshot for: the customer name. Click it for a menu.
• Active Since: the date the customer has had its current relation type since, in month/day/year format. Empty if not known.
• Account Manager: the account manager’s full name.
• Refresh and Close: reload and close the page. Favorite, Excel export and Printable view are offered in the page header when the page loads without errors, together with AI buttons for the customer snapshot.

Scorecard (left column)

• Open Orders: total value of the open sales order lines that are not fully delivered, on orders that are not completed.
• Sales YTD: sales to this customer in the current year up to today.
• Sales Last Year YTD: sales in the previous year up to the same date.
• Sales Last Year Total: sales for the whole previous year.
• Last Sale: amount and date of the latest sale.
• Last Payment: amount and date of the latest payment received from the customer.
• Avg Days to Pay YTD and Avg Days to Pay LY: the average number of days from invoice date to payment, for this fiscal year and the previous fiscal year. A year without matched payments has no line.

AR Summary

• Credit Line: the customer’s credit limit.
• Payment Condition: the description of the customer’s payment condition.
• Total Outstanding: the customer’s total outstanding receivable.
• Current, PD 0-30, PD 31-60, PD 61-90, PD >90: the outstanding amount split by how far past due it is, with 2 decimals.

Most recent workflow and Most recent documents

• Workflow columns: Type, ID, Description, Created. Newest first, up to 5 rows.
• Documents columns: Type, ID, Subject, Created. Newest first, up to 5 rows.

Open Sales Orders (middle column)

• Order No.: the sales order number. Click for a menu.
• Created: the order date. Sortable.
• Customer PO: the customer’s reference on the order.
• Status: the order stage. In Exact Globe the values are: Ordered, Approved no confirmation needed, Approved waiting for confirmation, Confirmed, Fulfilled, Fulfilled & Printed, Fulfilled & Invoiced, Not fulfilled & Printed, Not fulfilled & Invoiced, Not fulfilled & Payed, and N/A. In Macola ES the values are Credit Hold, Booked, Pick Ticket Printed, Picked, Pack Slip Printed, Shipped, Billed, Invoice Printed and N/A.
• Total Dollars: the order total with 2 decimals.
• Note icon: opens the order note.
• In Exact Globe, completed orders and orders that are fulfilled and paid are not shown.

Accumulators

• One row per period (1 to 12) with Sales, COGS, Invoices, Paid, and the same four values for last year as Sales(LY), COGS(LY), Invoices(LY) and Paid(LY). Invoices and Paid are counts of invoices.

Sales trend (By Fiscal Year)

• A bar chart of sales per period P1 to P12, one colour per fiscal year, for up to the last three fiscal years. Hover over a bar to see the amount. The chart needs the chart component to load in your browser. If it stays empty, there may be no sales, or the component could not be loaded.

Top Purchasers

• Name, Count, Dollars. In Exact Globe it groups the customer’s open sales orders by the person on the order (the representative), showing the number of orders and their open value. In Macola ES it groups by the order contact and includes history.

Top 5 items in the last 365 days

• Item, Description, Qty Sold, Sales Amt for the five items with the highest sales in the last 365 days. Click an item code for a menu.

Sales by category in the last 365 days

• Category, Sales Amt, Margin %. In Exact Globe the categories are item assortments and the top five by sales are shown. In Macola ES product categories are shown.

Messages and what to do

• “This customer does not exist in division …” The Customer Code is not in the selected division. Check the code and the Division.
• “Backoffice type not supported (CompanyType=…)” The division is neither Exact Globe nor Macola ES. Choose another division.
• “No data found.” shown under a section: that section has no data for this customer.
• “Please verify your back-office connection settings via [Modules, TIPP, Setup, Backoffice Connection].” Fix the connection on that page. The button bar is hidden until then.
• “Please verify the SQL user name & password via [Modules, TIPP, Setup, Backoffice Connection].” Correct the SQL login.
• “Error making a connection to your back-office system. Please verify your TIPP license is valid via [Modules, TIPP, Setup, License].” Check licence and connection.
• A message that the workspace is not deployed to the division: ask your TIPP administrator to deploy it.

What you cannot do here

• You cannot change customer data, credit lines, orders or payments here. Use the menus on the customer name, order number or item to go to the right page, or work in Exact Globe.
• You cannot choose the period of the figures. They follow the current date and fiscal year.
• Only the Created column of Open Sales Orders can be sorted.

Related pages

• Customer record and sales order pages: reached from the menus on the customer name and order numbers.
• Order note window: opens from the note icon.
• Item pages: reached from the item codes in Top 5 items.
• Backoffice Connection page (Modules, TIPP, Setup, Connections) and License page (Modules, TIPP, Setup, General).

Common questions

What is Customer Snapshot for? It gives one page of key facts on a customer: sales, receivables, orders, activity and trends.

How do I switch to another customer? Type another code in Customer Code and leave the field.

Why does it say this customer does not exist? The code does not exist in the selected division. Check the Division.

What do PD 0-30 to PD >90 mean? Past due buckets: the amount overdue by 0 to 30 days, 31 to 60, 61 to 90 and more than 90 days. Current is not yet due.

What does Avg Days to Pay show? The average days between invoice date and payment for the current and previous fiscal year.

Which orders are in Open Sales Orders? The customer’s sales orders that are not completed. In Exact Globe, orders that are fulfilled and paid are left out.

How do I add a note to an order? Click the note icon at the end of the order row.

Why is the sales trend chart empty? There are no sales in the last three fiscal years, or the chart component did not load in your browser.

How is the Top 5 items list built? It takes sales of the last 365 days and shows the five items with the highest sales amount.

Why is a section empty? The customer has no data for it. Sections show “No data found.” when empty.