Customer Report

1. Purpose

• Allows users to count the number of points and trips for each customer, thereby determining the level of order generation for each customer.

2. Implementation conditions

• The user is granted permission for the Customer Report function on the CRM system.

3. Implementation instructions

• Go to the menu Dispatch System»Customer Report.

- The display function screen consists of 2 parts:

1.  Fleet Queries section is the part where the user sets up information to create a report (allows searching for reports by each customer or multiple customers)

2. Customer Report section is the part that displays statistics on the number of points and trips for each corresponding customer

+ Fleet Queries section Select the time period and customer name to look up

+ Customer Report ​​​​​​​section: Customer management report is displayed in 2 levels:

• Level 1: Summary report of statistics on points and trips for each customer, from which the user can determine the level of order generation for each customer.

In which:

• Date: The date the order is generated within the search period

• Customer Name: The name of the customer with the order generated

• Total: The number of dispatch orders of the corresponding customer within the search period

• Receive Times: Corresponding to the number of pickup points on the dispatch orders that the customer receives within the search period

• Delivery Times: Corresponding to the number of deliveries (delivery points, dealer points) on the dispatch orders that the customer receives within the search period

• Mileage(km): The number of kilometers from the pickup point until the vehicle arrives at the final dealer point; Will be taken according to the number of kilometers according to GPS (actual kilometers measured by the device)

• Level 2: To view detailed reports by each day, the user selects the line of the customer to view details and clicks. The detailed level 2 report is displayed as follows:

In which:

• Customer name: Name of the customer with the order

• Order Number: Customer order code generated during the day

• Date: Date of order generation within the search period

• Plate number: License plate of the order execution

• Driver: Name of the driver executing the order

• Receive Time: Time the customer receives the goods

• Receive Address: Delivery address

• Order: Order of delivery points in the order (in case 1 order has multiple delivery points)

• Delivery address: Delivery address

• Accumulation Distance: Similar to the accumulated mileage in the driver management report section.

Note: When entering an order, if the user does not select the customer name, when viewing the customer management report, the order will not be included in the report.