Reflex Monitor User Guide

User Guide

Delivery Report

This report provides comprehensive details of deliveries within a given date range.

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User Guide

Status Report

This report provides comprehensive details of the status of each Order.

The status is recalculated each time a task from the progress list is actioned.

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User Guide

Appendix 1.

The ©Microsoft Word document can use any of the fields shown below.

Information Type Code Value

Customer Related <OURNAME>
<OURADDRESS>
Our Name and Address <NAME>
Our Address <CUSTADDR>
Customer or Personal Name <CUSTPOST>
Customer Address (suitable for both <CUSTPHONE1>
Personal and Business) <CUSTPHONE2>
Customer Postcode <ADDR>
Customer Phone Number <ADDRLINE1>
Customer Fax Number <ADDRLINE2>
Trading or Home Address <ADDRLINE3>
Trading or Home Address Line 1 <ADDRLINE4>
Trading or Home Address Line 2 <ADDRLINE5>
Trading or Home Address Line 3 <POSTCODE>
Trading or Home Address Line 4 <RegAddr>
Trading or Home Address Line 5 <RegAddrLINE1>
Trading or Home Postcode <RegAddrLINE2>
Registered Address <RegAddrLINE3>
Registered Address Line 1 <RegAddrLINE4>
Registered Address Line 2 <RegAddrLINE5>
Registered Address Line 3 <RegAddrPc>
Registered Address Line 4 <PropDate>
Registered Address Line 5 <BusinessType>
Registered Address Line Postcode <DateEst>
Proposal Date <OwnerTennant>
Business Type <DateSince>
Date Established <Phone1/4>
Owner / Tennant <CoRegNo> / <VATNumber>
Since When <TODAY>
Phone 1 / 4 <TODAYS>
Company Reg and VAT Nos
Today’s Date (Long Format)
Today’s Date (dd/mm/yyyy format)

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Personal Application Related <ResStat>
<PrevResStat>
Residential Status <TimeAtAddr>
Previous Residential Status <TimeAtPrevAddr>
Time at Address <Phone1>
Time at previous Address <Phone2>
Phone Number 1 <Email>
Phone Number 2 <Phone3>
Email Address <Phone4>
Phone 3 <PrevAddr>
Phone 4 <PrevAddrLine1>
Previous Address <PrevAddrLine2>
Previous Address Line 1 <PrevAddrLine3>
Previous Address Line 2 <PrevAddrLine4>
Previous Address Line 3 <PrevAddrLine5>
Previous Address Line 4 <PrevAddrPc>
Previous Address Line 5 <DateBirth>
Previous Address Postcode <Marital>
Date of Birth <Dependants>
Marital Status <EmpName>
No Dependants <EmpAddr>
<EmpAddrL1>
Employment Related <EmpAddrL2>
<EmpAddrL3>
Employer Name <EmpAddrL4>
Employer Address <EmpAddrL5>
Employer Address Line 1 <EmpPostcode>
Employer Address Line 2 <EmpPhone1>
Employer Address Line 3 <EmpPhone2>
Employer Address Line 4 <Position>
Employer Address Line 5 <TimeWithEmp>
Employer Address Postcode <EmpName2>
Employer Phone 1 <EmpAddr2>
Employer Phone 2 <EmpAddr2L1>
Employer Position <EmpAddr2L2>
Time with Employer <EmpAddr2L3>
Previous Employer Name <EmpAddr2L4>
Previous Employer Address <EmpAddr2L5>
Employer Address Line 1 <EmpPostcode2>
Employer Address Line 2 <EmpPhone12>
Employer Address Line 3 <EmpPhone22>
Employer Address Line 4 <Position2>
Employer Address Line 5 <TimeWithEmp2>
Previous Employer Postcode
Previous Employer Phone 1
Previous Employer Phone 2
Previous Employer Position
Previous Time with Employer

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Bank Related Fields <BankName>
<BankAddr>
Name of Bank <BankPostcode>
Bank Address <BankSortCode>
Bank Postcode <BankAccNo>
Bank Sort Code <BankYrsMths>
Bank Account No. <BankAccName>
Time with Bank
Bank Account Name

Customer Contact Related Fields

Main Contact Name <MAINCONTACT>
Main Phone No <MAINPHONE1>
Main Phone No 2 <MAINPHONE2>
Position <POSITION[n]>
Salutation <SALUTE[n]>
My Name <MYSELF>
My First Name <MYNAME1>
My Email Address <MYEMAIL>
VAT Rate <VATRATE>

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Order Related Fields <QID>
<QNO>
Quote Id. <ORDNO>
Quote No. <VEHQTY>
Order No <VEHDESC>
No Vehicles <DRIVER>
Vehicle Description <DELADDR>
Driver <DEALER>
Delivery Address <DELADDR>
Dealer Name <CONTRACTDATENORMAL>
Special Delivery Instructions <CONTRACTDATELONG>
Contract Date (Normal) <RENEWALDATENORMAL>
Contract Date (Long) <RENEWALDATELONG>
Renewal Date (Normal) <DATERAISEDNORMAL>
Renewal Date (Long) <DATERAISEDLONG>
Date Raised (Normal) <DELDATE>
Date Raised (Long) <DELDATELONG>
Delivery Date (Normal) <REFERENCE>
Delivery Date (Long) <CONTRACTPRICE>
Customer Reference <P11VAL>
Contract Price <XS1>
P11D Value <DOCFEE>
Excess <REGFEE>
Doc Fee <PAY1>
Reg. Fee <FINANCE>
Initial Payment <MAINT>
Finance Rental <VEHCST>
Maintenance Rental <BALLOON>
Vehicle Cost <DEPOSIT>
Balloon Payment <FINAMT>
Deposit <TOTPAY>
Finance Amount <APR>
Total Amount Payable <AMILES>
A.P.R. <CMILES>
Annual Mileage <COLOUR1>
Contract Mileage <FUNDER>
Colour <BROKER>
Funder <BRENT>
Finance Broker <SRENT>
Base Rental <BICOMM>
Sold Rental <USCOMM>
Built In Commission <USPERC>
Up-sell Commission <CALCS>
Up-sell Percentage <FRANCOMM>
Commission Calculations <SMCOMM>
Franchise / Broker Commission <TOTCOMM>
Salesman Commission <BONUSCOMM>
Total Commission
Bonus Commission

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Contract Related Fields

Term <TERM>
Schedule <PAYSCHED>
Order Options <OPTIONS>
Services <SERVICES>

In Order to represent a series of selected services (optionally with associated cost), use
[n] (zero-based integer) as follows:-

Service Description <SVCDESC[n]>
Service Cost <SVCCST[n]>

Information available for use with multiple key staff

[n] (zero-based integer) will represent occurrence

Title <TITLE[n]>
First Name <FIRSTNAME[n]>
Surname <SURNAME[n]>
Date of Birth <DATEBIRTH[n]>
Address <ADDR[n]>
Postcode <POSTCODE[n]>
Phone <PHONE[n]>
Time at Address <YrsMths[n]>
Previous Address <ADDR2[n]>
Postcode <POSTCODE2[n]>

Information available for use with multiple customer contacts

[n] (zero-based integer) will represent occurrence

Contact Name <CONTACT[n]>
Position <POSITION[n]>
Salutation <SALUTE[n]>
Phone No #1 <PHONE1[n]>
Phone No #2 <PHONE2[n]>

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Information available for use with multiple quotation documents

[n] (zero-based integer) will represent occurrence

Quote Id. <QID[n]>
Quote No. <QNO[n]>
Order No <ORDNO[n]>
Vehicle Description <VEHDESC[n]>
Vehicle Make and Model <VEHMAKEMOD[n]>
Vehicle Make <MAKE[n]>
Vehicle Model <MODEL[n]>
Vehicle Variant <VARIANT[n]>
Vehicle Mileage Excess #1 <XS1[n]>
Documentation Fee <DOCFEE[n]>
Registration Fee <REGFEE[n]>
Initial Payment <PAY1[n]>
Vehicle Cost <VEHCST[n]>
Balloon Payment <BALLOON[n]>
Deposit <DEPOSIT[n]>
Finance Amount <FINAMT[n]>
Total Amount Payable <TOTPAY[n]>
A.P.R. <APR[n]>
Finance & Maintenance Aggregate <FIN_MAINT[n]>
Monthly Finance Amount <FINANCE[n]>
Monthly Service Amount <MAINT[n]>
Initial Payment plus Doc.Fee <INIT_DOC[n]>
Contracted Miles <MILES[n]>
Colour <COLOUR1[n]>
Contract Type <CONTTYPE[n]>
Finance Term <TERM[n]>
Payment Profile <PAYSCHED[n]>
No. Initial Payments <INITTERM[n]>
Subsequent Payments <SUBTERM[n]>
Actual Term <TOTALTERM[n]>
Actual Miles <TOTALMILES[n]>

Embed the ‘code values’ into your document at the appropriate locations. Printing the order related documents
is discussed later in Sales Order Management.

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