Default Marketing Code

[Phonse]

Please default the marketing code on new orders on pre-existing customers to be the same as last time for a period of one year since they started ordering with you.

To make this work, a new customer would by default be given a days on books = 365 on their first order (this would be invisible to the user). When they come in after 30 days the system would take the 365 days as at the ordered entered date, subtract the new order date (ie. todays date) = 30 then subtract it from the 365 and post that into the new field.

If the resulting figure is less than 0 the customer should be defaulted to a repeat customer, if not then the customer should be defaulted to the last input method.

This way we will be able to calculate at any given time new clients input into business on a yearly basis rather than having to do that ourselves or have the marketing code as repeat customer every time.

This field should be over rideable so that if you want to put in another reason before the year is up you can do that.

The 365 days could be a field set up in the config files so that if customers want to run it on a new customers/ month or any other figure they can do so.

[M. David Matney]

Please default the marketing code on new orders on pre-existing customers to be the same as last time for a period of one year since they started ordering with you.

To make this work, a new customer would by default be given a days on books = 365 on their first order (this would be invisible to the user). When they come in after 30 days the system would take the 365 days as at the ordered entered date, subtract the new order date (ie. todays date) = 30 then subtract it from the 365 and post that into the new field.

If the resulting figure is less than 0 the customer should be defaulted to a repeat customer, if not then the customer should be defaulted to the last input method.

This way we will be able to calculate at any given time new clients input into business on a yearly basis rather than having to do that ourselves or have the marketing code as repeat customer every time.

This field should be over rideable so that if you want to put in another reason before the year is up you can do that.

The 365 days could be a field set up in the config files so that if customers want to run it on a new customers/ month or any other figure they can do so.

the problem with doing this is marketing codes are NOT Static. they can be modified and even removed by the user. Not all companies has a "Repeat Customer" marketing code. For this reason, it cannot be defaulted to a value that can be modified or deleted by the end user.

The other reason aside from the technical reason it cannot occur is it forces the order taker to enter a marketing code. Sometimes a customer fits into multiple marketing code options. For instance, they may be repeat customer, but may also be Internet Customer. If your company is more concerned with tracking internet customer orders, then you may set a policy in your company that even though they are repeat, the order taker is to set the marketing code to Internet. Thus giving you ability to track one marketing code as a preference over another.

Each company that uses BizWizard will have different interests as to what information they want to track with marketing code.