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How long do you spend each month running reports? How many ‘reminders’ do you have popping up each day, week or
month to help you remember. Do you always remember to run them? ‘AutoMate’ is a module from BlueSky allowing you to
schedule any report from Horizon to run at any given time and frequency.
Reports can be sent to your internal staff, sales force, customers or suppliers. Scheduling your reports saves you time and
helps to prevent problems before they occur. Dealers have reported increased efficiency and improved customer service.
- Notify The Account Manager Of Any Orders or Quotes
- Back Order Notifications To The Operator Or End User
- Send Weekly Call Manger Lists To Your Reps & Telesales
- Lookout For Contracts Without A Rep
- Contacts That Have Expired Or Are Due To Expire
- Line Exceptions - Items Making Below A Specified Margin
- None Spenders - Customers Who Have Not Bought For 20 Days
- Outstanding Purchase Orders
- Products Discrepancies - Keep Control Of Your Stock
- Send Quotes To Your Account Managers To Chase
- Plus any other reports that exist within Horizon.
Examples Include:
- Daily Gross Margin Reports To Reps
- Monthly Gross Margin Reports To Reps
- Aged Debt To Accounts
- Returns Analysis To Office Managers
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