Overview
The Customer Spend Tracker allows you to set a monetary value against an Account, Address, Customer Order No or Order. once that limit is met the system will not allow any further jobs to be created.
Configuration
The Spend Tracker has its own setting which are detailed below.
Hover on Administration
Click on Settings
Select General on the left-hand side
Scroll down to the Customer Spend Tracker section
Settings:
Enable - Select this to enable the tracker functionality across the system (if this is disabled you will not be able to create new trackers)
Warning Percent - Set a value in here for the system to send out a warning when a tracker reaches this percentage of its limit.
For example if you set 5% here, then a tracker with a limit of £100 would display a warning when it reached £95 (or 5% of it's total spend remaining)
Stop Job Creation - Select this if you want the system to stop allowing jobs to be created once a trackers limit has been reached.
Email for Limit Reached - You can set multiple email address to receive an automatic alert when a tracker is reached.
Time Calculation - The tracker is not a live function. It will be re-calculated at the times set here (see above for examples)
Accessing the Customer Spend Tracker
Permissions
In order to access the tracker the user must first have the "View Customer order Spend Tracker" permission enabled.
For details on how to amend user permissions please refer to the User Permissions knowledge article
Location
The Customer Spend Tracker can be accessed via the following steps:
Hover on Administration
Click on Lookups
Click on Customer Order Spend Trackers
Creating a new Spend Tracker
On the Customer Order Spend Trackers screen select Create Spend Tracker in the top-right corner.
Skip Order No - to be used if you want to track the spend against a specific skip order. Clicking on box will popup a selection window. You can only select a single skip order per tracker.
Material Order No - to be used if you want to track the spend against a specific material order. Clicking on box will popup a selection window. You can only select a single material order per tracker.
RMC Order No - to be used if you want to track the spend against a specific RMC order. Clicking on box will popup a selection window. You can only select a single RMC order per tracker.
Trade Contract No - to be used if you want to track the spend against a specific trade contract. Clicking on box will popup a selection window. You can only select a single trade contract per tracker.
Haz Order No - to be used if you want to track the spend against a specific Hazardous order. Clicking on box will popup a selection window. You can only select a single Hazardous order per tracker.
Note: When you select an order the relevant "enable" box will be ticked and the Account & Address boxes will be auto-filled to match that order.
Note: You cannot have multiple order types on the same tracker. I.e. you cannot select a skip order and a material order at the same time.
Account - to be used if you want to track the spend against a specific account. You can only select a single account per tracker.
Address - to be used if you want to track the spend against a specific address. You can only select a single address per tracker.
Customer Order No - to be used if you want to track the spend against a customer order no.
This is the only filter than can cross multiple accounts, address and modules.
Total Spend - This is where you set the total spend for the tracker you are setting up.
Enable Skip/Material/Trade/Haz - this determines what modules the tracker will apply to.
if you have set a skip order then the "Enable Skip" will auto-tick.
if you are tracking a customer order no then you can enable all these options to track that number across the entire system.
Live - determines if the tracker is active or not.
When the relevant filters have been set, click on the Save link in the top-right corner.
Note: if you are setting this against a pre-existing order/account etc then the Total Spend will not populate until the next time the tracker cycles.
Editing or Deleting a Spend Tracker
Edit a Tracker
Navigate to the Customer Order Spend Trackers screen and click the Edit button on the left.
Make the required changes
Click Save
Delete a Tracker
Navigate to the Customer Order Spend Trackers screen
Click the Delete button on the right