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Standard AQ - Comprehensive Customer

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 Report Description

This report provides a summary of a customer or customers by pulling basic information, lead and sales history, and employee hours for the previous three years.

ComprehensiveCustomerAQ.png

 

 

 

 

Parameters

Parameter Name

Options

Description

Branch (Employee)

All available branches

Branch of Employee

Date Type

Date Entered, Hire Date, First Paycheck Date, Last Paycheck Date, Paycheck Date

 

Start Date

Calendar date

 

End Date

Calendar date

 

Root Customer ID

Alphanumeric

The unique ID assigned to the customer. 

Use a "%" to query all Customer IDs.

Customer Name

Alphanumeric

The name of the customer. 

Use a "%" to query all Customer IDs.

Entered By (User Name)

Drop-down menu of all available Avionté users.  

Extra Value

Multiple A list of values that can be displayed in the report. If the selected value has been designated for the customer, a new column titled "Extra Value: ____________" will be displayed as the 5th column from the right.

 

 

 

 

Report Fields

Field

Description

Competition

When prospecting the customer, this column displays other staffing companies vying for the customer's business.

Customer ID

The unique ID assigned to the customer.

Customer Name

The name of the customer.

Department Name

The specific department being referred to in that row. A customer must have at least one department and may have multiple. 

Root Customer ID

Some customers are organized into sub-companies, each with their own customer ID. The Root Customer ID is the parent company's Customer ID.

Root Customer Name

Some customers are organized into sub-companies, each with their own customer name. The Root Customer Name is the parent company's Customer Name.

Status

The status of the customer whether it is active, inactive, or a prospect.

Branch

The specific branch being referred to in that row. A customer must have at least one department and may have multiple. 

Street Address 1

The location of the branch.

Street Address 2

A secondary address line for that branch location.

City

The city in which the branch is located.

State

The state in which the branch is located.

Zip Code

The postal ZIP Code in which the branch is located. 

Short Name

A shorter "nickname" for the location.

Sales Tax

Sales Tax associated with the main address.

Staffing Supplier

The staffing supplier servicing that branch.

Sales Level

When in the sales process, this column indicates the customer's level of interest - cold, warm, hot.

Industry Code

A value indicating the customer's industry.

Customer Type

An indication of the customer in relation to its organization - franchise, regional, national, etc.

Lead Source

The origination of the sales lead.

Lead Source Description

A description of the sales lead's origination.

Credit Limit

A dollar amount debt ceiling at which the customer may no longer use the staffing service without first lowering the amount owed.

Hold Code

A designation as to why service has been put on hold for the customer.

Default Payment Option

A designation of how the customer will pay their bill.

Warning Value Type

When the customer approaches a credit limit, a warning is generated. The warning value type is designated as a percentage or specific amount of money owed.

Warning Value

When the customer approaches a credit limit, a warning is generated. The warning value is the value (expressed as a percentage or dollar amount based on the Warning Value Type) at which the warning is generated.

First Invoice Date

The date of the first invoice generated for the customer.

Last Invoice Date

The date of the last invoice generated for the customer.

Invoice to Department

The customer department to which invoices are sent.

Invoice Style

The format of the invoice sent to the customer - one page, one page with time card, etc.

Email Invoice To

If the customer's invoice is emailed, this column displays the email address to which the invoice is sent.

Automatically Email Monthly Statements

A 'true' or 'false' value displaying whether a customer's monthly invoices are automatically sent. 

Email Statements To

If the customer's statement is emailed, this column displays the email address to which the statement is sent.

Print Invoice?

A 'yes' or 'no' value indicating whether or not the invoice can be printed.

Statement Letter Day

A '0' or '31' value indicating what day of the month a statement letter is generated.

Billing Period

A 'weekly', 'bi-weekly', or 'monthly' value indicating the date range over which the customer is billed.

Billing Cycle

The first, second, third, fourth, or last week of the month when a customer is billed. 

Pay Period

The frequency of the customer's employee pay period - e.g. weekly.

Pay Cycle

The first, second, third, fourth, or last week of the month when a customer pays its employees.

Check Delivery

The method by which the customer distributes employee pay - 'hold at branch', 'mail to employee', etc.

OT Plan

The customer's default overtime plan.

Weekend Day

The day of the week indicating what is considered a weekend for overtime calculation.

Generate Daily Time Entry

A 'yes' or 'no' value indicating whether the customer generates a daily amount of employee time for daily pay employees. 

Daily Pay Options

Options indicating payment methods to employees that receive payment on a daily basis. 

Payment Terms

The lending terms applied when a customer repays an invoice.

Max Invoice Amount

The maximum dollar amount that can be applied to one invoice.

2017 Total Invoice

The total amount invoiced to the customer in the year shown. The column year advances annually. 

2016 Total Invoice

The total amount invoiced to the customer in the year shown. The column year advances annually.

2015 Total Invoice

The total amount invoiced to the customer in the year shown. The column year advances annually.

LTD Total Invoice Amount

LTD = Life to Date. The LTD Total Invoice Amount is the amount invoiced to a customer since the launch of the of the supplier/customer relationship.

Total Sales Tax Amount

The total amount of sales tax invoiced to the customer.

Total Discount Amount

The total amount discounted to the customer.

Total Payment Amount

The total amount paid by the customer.

AR Invoice Total Balance

The balance owed to repay sent invoices. 

Current Age Total Balance

The remaining balance owed on invoices/

AR Age 0-30 Days Total Balance

Balance remaining on invoices 0 - 30 days old. 

AR Age 31-60 Days Total Balance

Balance remaining on invoices 31 - 60 days old.

AR Age 61-90 Days Total Balance

Balance remaining on invoices 61 - 90 days old.

AR Age Over 90 Days Total Balance

Balance remaining on invoices older than 90 days. 

2017 Total Hours

Total employee hours worked for the customer during the displayed year. The column year advances annually.

2016 Total Hours

Total employee hours worked for the customer during the displayed year. The column year advances annually.

2015 Total Hours

Total employee hours worked for the customer during the displayed year. The column year advances annually.

Total Expected Revenue

Estimated revenue from the customer. 

Referral Source

The origination of the referral from the supplier to the customer.

Source Detail

A detailed description of the source that referred the supplier to the customer.

Agency

The agency that connected the supplier to the customer.

Agency Fee

The fee charged by the agency for connecting the supplier to the customer. 

Default WC Code

The default worker's compensation code.

Default Mark Up

The default profit value applied when the supplier charges the customer. 

Contact Method: Direct Office Phone

The customer contact's office phone number.

Contact Method: Email

The customer's email address.

Contact Method: Main Number

The customer's general office number. 

Contact Method: Main Office Phone

The customer's general office number. 

Contact Method: Website

The customer's website. 

Dates: Activation Date

The date the customer's account became active. 

Dates: Contract Date

The date the contract between the customer and supplier was affirmed.

Dates: Entered Date

The date the customer was entered into the Avionté application.

Extra Value: _____________

A selectable value used to to display, and filter by, report information. 

User: Account Manager

The account manager managing the customer account.

User: Entered By

The Avionté user that entered customer information into the application.

User: Sales Rep

The supplier sales rep associated with the customer.

User: Service Rep

The supplier service rep supporting the customer.

Select

A column used to select a row or rows (or all rows if the top check box is chosen) to perform actions such as printing. 

 

 

 

 

 

 

 

 

 

 

 

 


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