Other Data can be used to identify useful information relating to the customer
Sales Identification – Type in the category required, self-learning field
Planner Colour – used to assign a colour for this customer within Tricorn Planning Board
Priority (scheduler) – priority of customer within the scheduler
Notes 1 – type relevant text into field
Notes 2 (Rich Text) – opens Rich Text window. Different fonts, colours, emphasis, bullet point and highlight can be used to customise the information. Double click into the Notes 2 (Rich Text) field to add this info.
Delivery Window – used to identify delivery tolerances for this customer, enter the number of days for early and late. Used within a KPI report.