Laddawn.com : Quote and Sales Order Acknowledgements

Created by Judy Ascensao, last modified on Jun 27, 2013

HOW WILL WE HANDLE 'FAXED' ORDER & QUOTE ACKNOWLEDGEMENTS?

Analysis of how many 'faxed' orders and quotes we sent in a 2 week period (4/1/13-4/5/13 and 4/8/13-4/12/13):

  • We currently have 10,101 active sales contacts who have the Suppress Order/Quote Acknowledgement Emails? = Yes  (active meaning that they are not flagged as inactive) How many total "active" sales contacts are there?  I would like to know more about the flags, and how reliable this is as a measure of active v. inactive, esp. given the low % of faxes. Is it possible to cull the list down to contacts who've quoted or ordered or logged on within the past 18-24 months? -sp, 5/21/13
  • These 10,101 'faxed' contacts represent 7,222 unique billto customers - This sounds way higher than Owen's "managed accounts" figure (2,176 sales orgs, consisting of 2,860 bill-to's). Does this include "house accounts"? - sp, 5/21/13
  • 2,856 active customers (contacts or bill tos?) have their A/R Invoices sent via fax (active meaning that they have received an invoice from us since 4/1/12)

Quote and Sales Order Acknowledgements 4/1/13-4/5/13:

  • Total Sales Orders (web and c/e) that received an acknowledement (excluding EDI/XML): 3,262
  • Total Quotes (web and c/e) that received an acknowledgement: 1,845
  • Number of Faxed Order/Quote Acknowledgements this week: 398 (7.8%)

 

Quotes and Sales Order Acknowledgements 4/8/13-4/12/13:

  • Total Sales Orders (web and c/e) that received an acknowledement (excluding EDI/XML): 3,277
  • Total Quotes (web and c/e) that received an acknowledgement: 1,860
  • Number of Faxed Order/Quote Acknowledgements this week: 426 (8.3%)

 

5/17/13 - questions from meeting w/Jim:

  1. On the web side, will 'sharing' (saved item and/or results area) produce an acknowledgement email, or some other format?  We are unclear on if we are keeping an acknowledgement email/fax, and if so, is this what sharing will send?
  2. On the web side, will we be sending an acknowledgement and/or some other format of email when items are put into a cart?  What about faxed customers?
  3. After order changes (on Avante), how will we re-send the sales order acknowledgement (and will it be in the same format as the web side)?
  4. What does the 'reprint quote acknowledgement' look like on Avante side?  Should it match what web has?
  5. ***ADDED 6/27 - HOW WILL WE SEND S/O ACKN FOR SAMPLE ORDERS (WHICH ARE REMAINING IN AVANTE PHASE I)