Analysis

Analysis codes can be set for a customer. They will then be included by default in the sales order header (under the Customer Analysis tab) for that customer's orders.

Customer analysis codes can be used across your business to analyse any patterns where you are distinguishing between different types of sales order for a customer. Customer analysis can have three different levels of codes called segments.

HorizonWeb can be set up to use customer analysis with the system options:

• Use Analysis – When selected, and Analysis is configured on the trader, analysis segments can be selected in the cart
  • for delivery – the web will check for a delivery address matching the analysis and set as default.
• Show analysis on checkout – analysis is displayed on the checkout screen.

Orders sourced from HorizonWeb that do not have analysis codes selected in checkout will use the default analysis codes (which can be selected on the customer, the customers' departments or the customer contact).

Orders imported using Orders and Receipts Import Service can have analysis codes applied by using the nodes:

• OrderLine/OrderLineReferences/ContractOrderReference/AnalysisSegment1
• OrderLine/OrderLineReferences/ContractOrderReference/AnalysisSegment2
• OrderLine/OrderLineReferences/ContractOrderReference/AnalysisSegment3.

ExampleS

• You may want to look at sales in each region across a trader. You could create a level 1 analysis code for each region and a level 2 code to divide each region further.
• Analysis codes can be configured for whatever you find useful. It doesn't have to be to analyse geographical areas. For instance, you may want to set up a multi-level cost centre structure where the cost centre is broken down into segments.
• You can also set up HorizonWeb to set an analysis code according to the selected delivery branch.

 

Setting Up Customer Analysis Codes

Customer Analysis codes are split into segments. Each segment can have a specified number of characters.

1. On the Set-up menu, click Traders (or press F9).
2. Browse to the customer for whom you want to set up analysis.
3. Click the Analysis tab. Customer Analysis segments are set up in the left-hand pane.
4. Click the Maintain tab.
5. In the Segment box, type 1 for the first segment. The Pos F/T boxes are used to configure the Position of the characters of the segment's code – From and To.

   For example, to set up a three character first segment, type Segment 1, F 1, T 3.

6. In the Details box, type a name for the segment.

   Example: Your first segment is called ITL1, so type that into the Details box.

7. Click the plus button.
8. Next, set up segment 2. In the Segment box, type 2, type the From and To character Positions, and a name for the segment in Details.

   Example: Your second segment is called ITL2 and is one character in length, following on from segment one. Type: Details ITL2, F: 4, T: 4

9. Click the plus button.
10. Finally, set up segment 3. In the Segment box, type 3, type the From and To character Positions, and a name for the segment in Details.

    Example: Your third segment is called ITL3 and is one character in length, following on from segment two. Type: Details ITL3, F: 5, T: 5

Modifying Customer Analysis Codes

1. On the Set-up menu, click Traders (or press F9).
2. Browse to the customer for whom you want to set up analysis.
3. Click the Analysis tab. Customer Analysis is set up in the left-hand pane.
4. Click the Maintain tab.
5. In the list of segments, click the segment to modify and amend the settings.
6. Click the tick button.

See Also