Sales Summary 

Definition

A condensed form of information taken from several sources, such as the customer master and statistical data.

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.

Structure

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

The header normally contains two fields: View and Info block. With the View field, you can personalize the information that is shown. In the drop-down lists on this field, the system displays those views that you have set in Customizing. When you choose a view, the system refreshes the sales summary with the info blocks that have been assigned to this view.

The drop-down list on the Info block field contains the title of all of the info blocks for the view. Choose an info block to branch to it directly, instead of scrolling up and down to find the one that you need.

Note that when there is more than one customer listed in a sales activity, the system displays an additional Customer field, in the sales summary header. This field contains the name of the customer whose sales summary is currently being displayed. View the drop-down list for a complete list of customers for the sales activity.

The main body of the sales summary contains information blocks that display a wide variety of data for a particular customer. There are 22 information blocks:

These include sales support documents.

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. You can branch into the credit master sheet and the credit master record from this information block.

Here, you will find information on any rebate agreements, promotions or sales deals you have with the customer.

A call center employee can use this information block to obtain important data on a particular customer at a glance, for example blocked orders, customer-material information records, and open documents.

All backorders are listed with their material availability and delivery status. You can branch from the list into the individual documents and process them as required

You can combine information blocks to form reporting views. For example, the information blocks that are relevant for telesales (quick info, promotional agreements, and credit-relevant information) have been grouped into one reporting view. The reporting views can be assigned to particular users. If no reporting view is assigned to a user, the system displays the standard reporting view.

In Customizing for Sales Support, you define which views and information blocks are relevant to your work. Choose Sales Summary ® Assign info blocks to a view, and Assign views to users to make these assignments. In the related Customizing activities, you can also:

Use

With the sales summary, you can:

You can access all relevant customer information directly in the sales activity or address list. Because the sales summary is in HTML format, you can view it in external systems, such as mobile sales. Or you can print the sales summary out after making the appropriate settings in Customizing for Sales Support for the output type (MAK3 in the standard system).

Click on the white, triangular icons to branch directly to the relevant documents, such as the last sales order, or other information.

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