Entering or Updating Environment Information
The Environment window lets you quickly and accurately review current information about the buying history and needs for an account. You can see the current inventory and pricing for items this account orders, including a history of the customers' buying behavior.
This window also lets you keep track of who has supplied product to this account, in the event you want to track competitor information.
Note: The Environmental window is a folder form, which is customized by your system administrator for the entire site.
1. Select the Environment sub tab.
2. For each item you want to track, enter the following information:
Type: This is the interest type. It can be selected from the list of values.
Primary: The primary interest type can be chosen from the list of values.
Secondary: The secondary interest type can be chosen from the list of values.
Description: Describe the product.
Item: Select the inventory item number from the list of values.
Source: If your site has set up a list of values for your alternatives, or competitors, you may select from the list of values. If your site has set up this field as a free text field, you may enter text.
Active: This check box lets you signify if this information is active or historic.
Quantity: This field refers to the on-hand quantity of this particular product.
Price: Enter the price per item.
Total: When you enter quantity and price in the appropriate fields, this field shows the total amount of the inventory.
Number 1: This is a numeric field that shows a Total field at the foot of the column when entries are made.
Number 2: This is a numeric field that is used as a Required entry field. If you have a number it must be entered. You may hide this field if you don't want to use it.
Number 3: This is an optional numeric field.
3. The following text fields are supplied for your customization. Enter information in the fields, if appropriate:
Text 1: This field has a list of values if your site uses the AS_CURRENT_VALUES QuickCode lookup type.
Text 2: This field is a required text field, if needed.
Text 3: This is an optional text field.
User Defined Date: As the heading implies, you can use this field for your own designation.
Installation Date: Date when the product was first sold to the account. This field has a calendar from which you can select the date.
Re-evaluation Date: The date when the customer should be re-contacted. This could be either to re-evaluate the product sold earlier, or for a new opportunity. This field has a calendar from which you can select the date.
4. Choose Save on the toolbar to add the account's environment to the database.
To enter or update environment information: