To find dog-owning clients who don't buy dog food

There are 6 steps to this process. You may have one or more of them already in place, for example, a Sales Group (rather than analysis group) for dog foods or a search for dog owners.

1. Create a temporary marker.
2. Create Analysis Group for dog foods.
3. Attach analysis group to dog food stock items.
4. Search for dog owners who buy dog food.
5. Put temporary marker on clients.
6. Search for dog owners who do not have the temporary marker.

Step 1: Create a temporary marker

1. Go to Main > Maintenance > Maintenance > Codes and Descriptions > Client Markers
2. Click Insert.
3. In the Code and Description fields, type a code and a useful description.
4. Click Save.

Step 2: Create Analysis Group for dog foods

1. Go to Main > Stock > Stock > Analysis Groups.
2. Use Insert to create a new analysis group, Description: Dog Foods.

   

3. Click Save.

Step 3: Attach analysis group to dog food stock items.

1. Go to Main > Stock > Reports > Stock List.
2. Select Sales Group then double-click to select the sales group containing dog food products.
3. From the Stock List window, select all your dog food stock items.
4. Click Add Analysis Group then double-click to select the dog food analysis group.

All the dog food stock items are now attached to the dog food analysis group.

Step 4: Search for dog owners who buy dog food

1. Go to Main > Client > Client > Marketing Schedule.
2. Click Insert, and then click the Animal Tab.
3. Type N in the Inactive box, and then click the Species arrow and double-click to select your canine species.
4. Select the Search Invoice details check box, and then click the Invoice tab.
5. In the Analysis Group field, select your dog food analysis group.
6. In the From date and to fields, enter the date range for your search.

   

7. Click the Options tab, and then select the One record per client check box.
8. Click Run.
9. To save the search and run the search in the future, enter a name for the search.

A list of all clients who have purchased dog food in the specified date range will be displayed.

Step 5: Put temporary marker on clients

1. From the Marketing Search Results window, click the Markers button, and the double-click the temporary marker.
2. Select all lines in the list, and then click Add Marker.
3. The temporary marker will be attached to all clients in the list.

Step 6: Search for all dog owners who do not have the temporary marker

1. Go to Main > Client > Client > Marketing Schedule
2. Click Insert to start a new search.
3. From the Marketing Search window, on the Client tab, click the Marker arrow, select Exclude matches, and then double-click to select the temporary marker.
4. Click the Animal tab, and type N in the Inactive box.
5. Click the Species arrow and double-click to select your canine species.
6. Click the Save button. Type a new search name for example, Dog food non-buyers and then click Run.

Outcome

Running this new search will produce names of all the clients who own dogs but who have not bought dog food from the clinic in the last 12 months.