Sales Summary (SAP Library - Sales (SD-SLS))

Sales Summary

Use

By providing you with immediate access to the information about a customer that you need, the sales summary enables you to prepare for all your pre-sales activities and provide the best customer care. You can use it to:

Prepare for sales reports and sales calls

Prepare telephone calls and answer telephone queries
Target customers for a direct mailing campaign

Integration

You can display the sales summary directly in the sales activity to see any information about your customer that might be relevant to the activity you are undertaking.

You can view the sales summary in the address list to determine whether the customer should be included in the direct mailing.

An HTML version of the sales summary is available in external systems, such as mobile sales.

Prerequisites

To determine which info blocks should be displayed in the sales summary and how they should be combined in views, see the IMG under Sales and Distribution ® Sales Support (CAS) ® Sales Summary.

If you want the sales summary to appear differently to specific users, you can assign views to users in this Customizing step. If you do not do this, the system displays the standard reporting view.

Example You can group the information blocks that are relevant for telesales (quick info, promotional agreements, and credit-relevant information) into one reporting view and assign it to those users who work in your call center.

If you want to print out the sales summary, ensure that output type MAK 3 has been assigned to sales activities in the IMG for Sales and Distribution under Basic Functions ® Output Control ® Output Determination ® Maintain Output Determination for Sales Activities.

Features

The sales summary is made up of a header and main body.

The header contains a View field where you can decide which grouping of information you require and an Info block field, which enables you to go directly to the info block you require.

Note If more than one customer is listed in a sales activity, the header contains an additional Customer field. Here you can choose the customer whose sales summary you require.

The main body contains information blocks that display a wide variety of data for a particular customer. The standard system contains the following info blocks:

Address, customer classification, contact persons and partner information
Key figures about the customer, such as last year's sales volume
Sales order, pricing, delivery, shipping and billing and information
Customer statistics and document statistics
These are taken from the Sales Information System or the Logistics Information System and display values for the last month or year depending on the info structure in those systems.
Last n sales documents, including sales support documents
Backorders
This info block contains all orders for the customer in which the material availability date is earlier than the current date and that have not been delivered.
Service and quality notifications
Credit information
The credit limit, the credit limit used, and the delta of these values as well as the open items are displayed for each credit control area in which the customer is defined.
Promotional agreements
Here you will find information on any rebate agreements, promotions or sales deals you have with the customer.
Payment card information
Quick info
This information block contains the most important data, including blocked orders, customer-material information records, and open documents in a summarized form.

Note
There are two versions of the sales summary in Sales Support. The advanced version in HTML format is available in sales activities and address lists. The standard version is used to display information on groups of customers or common characteristics.

Activities

In the sales activity, choose the Sales summary tab page.

In the View field, choose which information you wish to see. For example, if this is the first time you have dealt with the customer, choose Complete view to see all the information available.

In the Info block field, choose an info block to branch to it directly, instead of scrolling up and down to find the one that you need.

Choose the white, triangular icons to branch directly to the relevant documents, such as the latest sales activity for the customer, backorders or credit master sheets.