Supplier Vision Cheat Sheet for Reps

DID THE SUPPLIER RECEIVE AN ORDER?

Home –> Recent Orders

Orders & Ships –> Find Orders

Analysis –> Orders by Date

360 –> Retailer Search –> Details –> Recent Orders

360 –> Retailer Search –> Details –> Find Orders

HAS AN ORDER SHIPPED?

Home –> Recent Ships

Orders & Ships –> Find Ships

Analysis –> Ships by Date

360 –> Retailer Search –> Details –> Recent Ships

360 –> Retailer Search –> Details –> Find Ships

WHAT IS THE TRACKING NUMBER FOR A SHIPMENT?

Home –> Recent Ships –> Tracking #

Orders & Ships –> Find Ships –> Tracking #

360 –> Retailer Search –> Details –> Recent Ships –> Tracking #

360 –> Retailer Search –> Details –> Find Ships –> Search for shipment –> Tracking #

WHAT IS THE ACCOUNT’S CREDIT STATUS?

My Accounts –> Accounts –> Credit Info

360 –> Retailer Search –> Details –> Credit Info o Reports –> AR Aging

Home –> Sales Capsule

360 –> Retailer Search –> Details –> Capsule

HOW DO I RUN A SALES CAPSULE?

Home –> Sales Capsule

360 –> Retailer Search –> Details –> Capsule

WHERE DO I FIND THE BEST SELLERS NOT BOUGHT BY THIS RETAILER?

Home –> Sales Capsule

360 –> Retailer Search –> Details –> Capsule

WHERE DO I FIND INVENTORY AVAILABILITY?

Reports –> Inventory Avail (if provided by the vendor)

Resources –> Forms & Programs (if provided by the vendor)

HOW DO I VERIFY THE PRICE OF AN ITEM?

Resources –> Forms & Programs –> Price List (if provided by the vendor)

Resources –> Forms & Programs –>Product Search

WHAT ACCOUNTS OF MINE ARE ON HOLD?

Orders & Ships –> List all Holds

My Accounts –> Account Alerts –> Accounts with orders on hold

360 –> Retailer Search –> Details –> Hold Orders

WHICH OF MY ACCOUNTS ARE AT RISK OF GOING DORMANT?

My Accounts –> Account Alerts

• Accounts that have ordered > X in the last 365 days, but no orders in the last 60 days
• Orders that have a cancel date within 14 days
• Accounts with > 10% decrease LYTD v. YTD
• Accounts that have not placed an order in the last X days

360 –> Retailer Search (trending based on color of graph)

HAVE I HAD ANY ORDERS THAT HAVE BEEN CANCELLED?

Orders & Ships –> Recent Cancels

My Accounts –> Account Alerts –> Accounts with Cancelled Orders in the last 14 days