{"id":924,"date":"2016-08-05T06:23:22","date_gmt":"2016-08-05T06:23:22","guid":{"rendered":"http:\/\/viennaadvantage.com\/blog\/?p=924"},"modified":"2017-09-19T08:41:04","modified_gmt":"2017-09-19T08:41:04","slug":"segmentation-tool-vienna-advantage-erp-crm","status":"publish","type":"post","link":"https:\/\/onfinity.io\/blog\/vienna-news\/segmentation-tool-vienna-advantage-erp-crm\/","title":{"rendered":"Segmentation Tool Overview – VIENNA Advantage ERP and CRM"},"content":{"rendered":"

We are happy to announce that we have successfully released our new Segmentation Tool<\/a>.<\/strong> \u00a0Now you can take more profound decisions based on the business partner data stored in your VIENNA Advantage ERP and CRM<\/a> <\/strong>system.<\/p>\n

The Segmentation Tool provides high flexibility which results with ability to model your own segments, rules, and reports. For example, user can check which business partners invoices are generated with in particular period in a day, which business partner demand certain items, which business partner shopped more than certain amount in a week\/month etc. and base on these information user can take decision accordingly.<\/p>\n

Segmentation result comes in three forms: first it updates the linked \u201cTarget List\u201d with business partner, second it generates a log record in the \u201cLog tab\u201d of the Segmentation Window and last it generates an Excel file and attaches it with the log record. Moreover, from the target list, the user can send mail to all its business partners, run campaign based on target list etc.<\/p>\n

Accessing the Business Partner Segmentation Tool <\/span><\/strong><\/h2>\n

To access the Business Partner Segmentation Tool follow this steps:<\/p>\n

[1] Click on the App Menu, from the main screen<\/p>\n

[2] In the search tab, type \u201cBusiness Partner Segmentation\u201d and click on the button<\/p>\n

[3] A new window will open, consisted of several segmentation tabs. See picture below.<\/p>\n

\"Access-Business-Partner-Segmentation-Tool-VIENNA-Advantage\"<\/strong><\/p>\n

In the text below we will give a short overview of each tab in the Segmentation tool window.<\/p>\n

Segmentation \u2013 Tab #1<\/span><\/strong><\/h2>\n

This tab is the parent tab of all other tabs in the Segmentation Tool Window. To edit some of the segmentation listed in the window, [1] click on the check box of the desired segmentation, [2] than click on the Grid Toggle icon.<\/p>\n

\"Segmentation-Tab-1-VIENNA-Advantage\"<\/strong><\/p>\n

[3] A new window will open with several fields. Most of fields are self-defined however we have provided some details below.<\/p>\n

\"Segmentation-Tab-2-VIENNA-Advantage\"<\/strong><\/p>\n

Target List<\/strong><\/h4>\n

After you run a segmentation of your business partners you can choose to save the results in one of the existing Target Lists or you can create a new Target List as show below.<\/p>\n

To create new Target List follow this steps:<\/p>\n

[1] In the segmentation tab, navigate to the Target List field and click on the (!) button<\/p>\n

[2] From the dropdown menu choose \u201cZoom\u201d<\/p>\n

[3] A new window will open. To create new Target List click on the (+) Plus button<\/p>\n

[4] A new record will be created in the list. Click on the check box to select the new record.<\/p>\n

[5] Than click on the Grid Toggle icon in order to edit the info for the newly created Target List<\/p>\n

[6] A new window will open in which you may edit the Name and the Description of the Target List.<\/p>\n

[7] When you are done editing click on the \u201cSave\u201d button. A new Target List is created. You can now use this list in the Business Partner Segmentation Tab.<\/p>\n

\"Create-New-Target-List-Segmentation-Tool-Vienna-Advantage\"<\/strong><\/p>\n

Users can link same target list to multiple segmentation. In this case the target list will update according.<\/p>\n

Update Target List Checkbox<\/strong><\/h4>\n

When the user checks the \u201cUpdate target list\u201d checkbox this indicates that the user wants to update the list line of the selected target list. The selected target list will not update if this box is empty.<\/p>\n

Validate<\/strong><\/h4>\n

This button is used to validate the segmentation. On success, it auto checks the valid checkbox. On fail, valid checkbox is left empty. User can only run validated segmentation.<\/p>\n

Run Segmentation<\/strong><\/h4>\n

Run segmentation button is used to run the segmentation.\u00a0 After a new segmentation is created, the user can test it.\u00a0 The result of the segmentation can be found in the Log Tab (last tab of the segmentation window). When running a successful segmentation a new Excel file is created. User can download the file by clicking on the Attachment icon in the log record window. Secondly, this new segmentation will update the current target list.<\/p>\n

Distinct<\/strong><\/h4>\n

Check this box if you wish to get distinct result on the run segmentation that will be saves in an Excel file.<\/p>\n

Show Field \u2013 Tab #2<\/span><\/strong><\/h2>\n

This tab is used to define the fields that we would like to include in our new segmentation. When segmentation runs from scheduler or \u201cRun Segmentation\u201d button a new log record is created in the Log Tab (last tab) and its result is saved in an Excel file that user can find and download as an attachment file from the log record.<\/p>\n

\"Show-Field-Segmentation-Tab-VIENNA-Advantage\"<\/strong><\/p>\n

Tab<\/strong><\/h4>\n

From this drop-down menu user can choose some fixed tabs related to the following windows: Business Partner, User, Sales Order, Purchase Order, Shipment and Invoice.<\/p>\n

Field<\/strong><\/h4>\n

As per chosen Tab, respective fields are displayed in the field drop-down menu. User can choose the required fields to show data in the Excel file.<\/p>\n

Name<\/strong><\/h4>\n

In this field, enter the text you wish to see in the header column in the Excel file.\u00a0 If the entered name is reserved word, then an error message will appear: \u201cNot a valid name\u201d.<\/p>\n

Sequence<\/strong><\/h4>\n

When more than one field is add in the segmentation, user can set the sequence of the fields in order he\/she wants to show in the Excel file.<\/p>\n

Record Sort No.<\/strong><\/h4>\n

Determines in what order the records are displayed. The \u201cRecord Sort No.\u201d indicates the ascending sort sequence of the records. If the number is negative, the records are sorted descending.<\/p>\n

Suppose we added two field name like CustomerName and OrderNo<\/p>\n

Case 1:<\/em><\/p>\n