Sales Control

 Green Area

Inactive Companies is a very good report you can run to keep an eye on the customers who have stopped booking jobs with you.  This can be very helpful and make you proactive and contact those customers to make sure there hasn't been a problem with any shipments.  You can check by date range and also by a type of "No Jobs" and "No Sales Action"

Red Area

Select a customer and then click on "Status Report".  You can run three reports by a date range to see lists of Jobs, Sales Actions and list of Quotes.

Blue Area

The Rates button will show a listing of rates you have set as default for this customer.  You can set default rates by 8 different types from Rate per Kg to Flat Rates.  Select the Charge Description and select type 1 - This is for Flat Rate and enter the rate to the box on the right called Rate.  You can also select type 2 as a Rate Band, this is often used for Airfreight, and type 3 Rate per Kg.

You can also setup system default charges for all customers by selection the company SYSCON.  Once selected you can setup some System default rates that apply to all customers if they don't have their own rates setup.  i.e - Nes Entry Rate (£20.00) then when you are in a Job and click on Get Costs the Nes Entry Rate will Auto complete.