RFM Data

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Overview

• RFM stands for Recency, Frequency and Monetary. This screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) shows how often a customer has made a purchase, the last time they made a purchase and the total dollar sum of their orders.

• To access this screen choose one of these paths:

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions>RFM Data & Order History Button

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions>RFM Data & Order History Accordion Entry

Main Menu>Manage My Customers>View & Manage My Customers>Orders & Transactions>RFM Data & Order History Button

Main Menu>Manage My Customers>View & Manage My Customers>Orders & Transactions>RFM Data & Order History Accordion Entry

Description of the Screen

Start Date and End Date Fields

• manually enter dates in these fields or use the Calendar button to select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation dates in these fields

Calendar Button

• place the cursor in the Start Date or End Date fields and click this button to select the date from an electronic calendar

Original Order Field

• displays the date of the customer's first order

Recency Field

• displays the date of the customer's most recent order

Frequency Field

• displays the total number of orders placed by the customer

Monetary Value

• displays the total dollar value of all of the customer's orders

Previous Orders from this Customer Section  

• produces a group of order records for the current customer
• use the navigational arrows to move between different orders

Approved Check box

• indicates the approval status of the order

Cancelled Check box

• indicates whether the order was cancelled

Order # Field

• displays the OMS order number

Date Field

• displays the date the order was placed

Balance Due Field

• displays the current balance due on the order

Payment Method Drop-down List

• indicates the payment method used to pay for the order

Shipped To Field

• shows the address to which the merchandise was shipped

Line Item Detail Section

Ordered Column

• shows the quantity of the item that was ordered

SKU Column

• displays the stock keeping unit of the item

Product Column

• shows the name of the product as entered on the inventory record

Unit Price

• displays the price of one unit of the item

Options 1-10 Columns

• if the item has attributes, they will be displayed in these columns

Navigation Arrows

• click the forward or back arrows to move one record at a time or click the beginning or end buttons to jump to those positions in the record set

Created: 3/9/12

Revised: 6/11/12

Published: 04/14/16