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Mining for orders November 28, 2012 barney

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