Group Details

Description

The Group Details page displays all of the relevant information for the selected group.

All roles can see Groups and Group Details. Only Sales Managers can create a new group or add/remove clients, items and users from/to any group.

The displayed information includes:

Group Details

• Type
• Description

Clients

• Client, Address
• Lead/Cust, Business Type
• Sales Rep, Alternate Rep
• Phone/Fax
• Last Call Date, Last Invoice Date, Last Assigned
• Current Month Sold Units, Last Month Sold Units, Two Months Ago Sold Units
• Profitability %
• 1Y Sales (trend; graph; hover for monthly data)
• Last Note

The Clients section can be searched, sorted, and filtered by the following ways:

• Keyword search
• State (multi-select dropdown)
• Sales Rep (dropdown)
• Alternate Rep (dropdown)
• Lead / Customer (dropdown)
• Sort By (dropdown):
  • Client name (A - Z)
  • Client name (Z - A)
  • GP 90 Days (High to Low)
  • GP 90 Days (Low to High)
  • GP Trend 90 Days (High to Low)
  • GP Trend 90 Days (Low to High)
  • Last Assigned Date (New - Old)
  • Last Assigned Date (Old - New)
  • Last Call Date (New - Old)
  • Last Call Date (Old - New)
  • Last Invoice Date (New - Old)
  • Last Invoice Date (Old - New)
  • MTD Quantity Sold (High - Low)
  • MTD Quantity Sold (Low - High)
  • Last Month Quantity Sold (High - Low)
  • Last Month Quantity Sold (Low - High)
  • Two Months Ago Quantity Sold (High - Low)
  • Two Months Ago Quantity Sold (Low - High)
  • Relevance
  • Revenue 90 Days (High to Low)
  • Revenue 90 Days (Low to High)
  • Revenue Trend 90 Days (High to Low)
  • Revenue Trend 90 Days (Low to High)
• Business Type (multi-select dropdown; customizable)
• Sales Status (dropdown):
  • Active
  • Inactive
• Do Not Call (dropdown):
  • Callable
  • Do Not Call
• Companies (multi-select dropdown)
• Warehouses (multi-select dropdown)

Items

• Image (if feature is active)
• Generic, Brand, Manufacturer
• Primary Company, Companies, Warehouses
• Attributes
• Item Number
• Size, Strength
• Target Price, Minimum Price
• Quantity On Hand, Soonest Expiration Date
• Quantity on Order, Soonest Arrival Date
• Profitability
• GP 90 Days (in dollars; includes trend %
• Revenue 90 Days (in dollars; includes trend %
• 1Y Sales (displayed as graph with monthly data points shown while hovering)
• Remove Item (trash can icon)

The Items section can be searched, sorted, and filtered in the following ways:

• Keyword search
• Active (dropdown):
  • Active
  • Inactive
• Availability (dropdown):
  • In Stock Only
  • Out of Stock Only
• On Order (dropdown):
  • On Order
  • Not On Order
• Sort By (dropdown):
  • Brand Equivalent
  • Date Added (New - Old)
  • Date Added (Old - New)
  • Description (A - Z)
  • Description (Z - A)
  • GP 90 Days (High to Low)
  • GP 90 Days (Low to High)
  • GP Trend 90 Days (High to Low)
  • GP Trend 90 Days (Low to High)
  • Item # (Asc)
  • Item # (Desc)
  • Price: High to Low)
  • Price: Low to High)
  • Profitability (High to Low)
  • Profitability (Low to High)
  • Quantity On Hand (High to Low)
  • Quantity On Hand (Low to High)
  • Quantity On Order (High to Low)
  • Quantity On Order (Low to High)
  • Relevance
  • Revenue 90 Days (High to Low)
  • Revenue 90 Days (Low to High)
  • Revenue Trend 90 Days (High to Low)
  • Revenue Trend 90 Days (Low to High)
  • Soonest Arrival Date (New - Old)
  • Soonest Arrival Date (Old - New)
  • Soonest Expiration Date (New - Old)
  • Soonest Expiration Date (Old - New)
• Short Date (Short Date Only)
• Expiration Start Date
• Expiration End Date
• Companies (multi-select dropdown)
• Warehouses (multi-select dropdown)

Users

• Name
• Email
• Remove User (trash can icon)

The Users section includes keyword search and the following sort options in a dropdown:

• Relevance
• First Name (A - Z)
• First Name (Z - A)
• Last Name (A - Z)
• Last Name (Z - A)

Note that for groups, each group lists the total number of items that can be purchased by members of that group.

Features

Edit Group Details

To edit the group’s details, click the “Edit Group Details” button in the upper right-hand corner of the topmost display card.

An input prompt will open, allowing you to update the group information including:

• Name
• Type
• Auto add clients (checkbox)
• Auto add items (checkbox)
• Is Selected by Default for Users (checkbox)
• Description

Delete Group

To delete this group, select the “Delete Group” button in the upper right-hand corner of the topmost display card.

A confirmation prompt will appear once more to finalize the removal.

Only Sales Managers can delete groups.

Add Client

To add a client to the group, select the “+ Add Client” button in the upper right-hand corner of the clients display card.

A prompt will open with search, sort, and filter options. Choose the client(s), and select the "Save" button to finish.

Add Item

To add an item to the group, select the “+ Add Item” button in the upper right-hand corner of the Items display card.

A prompt will open with search, sort, and filter options. Choose the item(s), and select the "Save" button to finish.

Add User

To add a user to the group, select the “+ Add User” button in the upper right-hand corner of the Users display card.

A prompt will open with keyword search and a multi-select dropdown. Choose the user(s), and select “Add” to finish.

Link to Main Page

Main Page -- Groups