ION Report - New Placements

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New Placements
The new placements report is designed to display customers who have purchased selected products within a specified date range while not purchasing the products within a specified “prior-day” span. Additionally, there is a “Min case sales for a new placement” where you can designate that it is not considered a new placement unless the customer purchases at least this specified amount within the designated date range.

This report scans all orders (delivered and pending).

In order for employees to access this screen, the "May Access New Placements Report" checkbox on the Plugins Panel must be checked.

For a complete list of all available ION Reports, see Overview: ION Reports.

  • NOTE: January 2012 - added 'driver' and 'salesperson' as options on the Placement Report

How-To Create a New Placements Report

  1. Select New Placements Report off the Reports panel.
  2. On the Date Selection Panel, add the From and Through dates and the Prior Day-Span.
  3. In the Fields to Display panel, select the columns wanted in the report.
  4. The drop down arrows bring up the Product and Customer Include or Exclude screens to select the products and the customers for the report.