How do I view reports on customers due for reorder?

You can view reports on customers who are due for a reorder based on their own past ordering pattern. This way you know exactly who to call to win back business before it is lost.

• Log in to the Onsight web console at https://sales.onsightapp.com/.
• Click on ‘Reports’ from the left-hand side menu.
• Click on ‘Customers’ and then ‘Reorder due’ from the left-hand side menu.
• Click on the drop-down at the top of the screen to choose the time period used to calculate each customer’s ordering pattern. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”. You can also choose a custom date range.
• You will be presented with a table that lists all your customers who are currently overdue for a reorder, based on their own average time between orders during that time period.
• For each customer, the table shows their order count, average days between orders, last order date, days since their last order, and how many days overdue they are.
• The account owners for each customer will also be shown.
• If you are an admin, you can refine the report further by selecting a specific account owner or a specific customer group from the drop-downs at the top of the screen.
• If you are a sales rep, you can refine the report further by selecting a specific customer group from the drop-down at the top of the screen.
• Click on the ‘Download XLS’ icon at the top of the table to download the data to an Excel file.
• Click on the ‘Download CSV’ icon at the top of the table to download the data to a CSV file.