Miner now allows you to query ordering and reserved parts.
In miner are 3 key entities:
- Orders. : this represent orders generated in c9. e.g. Daily and Stock orders. Also covers quick orders, reserved orders etc.
- Ordered Items: the items on order. i.e. the part numbers.
- Received orders. This represent parts when they are received. C9 treats orders and received orders separately, as a received order may contain items from multiple raised orders for example.
In miner are a couple of reports to get things started. Click on Load standard query. Two reports of interest:
Customers who haven't picked up their ordered/reserved parts yet | List all customers and parts that have been received but customer hasn't picked up yet. Defaults to parts received over 7 days ago but you can change this. Useful for sending automatic SMS/email reminders. Note if a customer appears more than once, when you goto bulk SMS/email it will only send them one message (unless you include the partnumber in the message itself; c9 will not send duplicate messages so if the reminder looks the same it will only send it once) |
Workshop - spare parts on order | Show all parts service department are waiting on, show job details too |