Invoice Lines (Spreadsheet)
Data Source
Posted Invoice and Credit data at the product code level
Example Usage
Providing customers with invoice line level reporting. Additional tabs included to give Cost Centre, Product, Location spend.
Price Changes on Catalogs & Mailer (Spreadsheet)
Data Source
Current Catalogue pricing vs Previous pricing data
Example Usage
Monitor weekly price changes with your vendor catalogs
Re-order Level Analysis (Spreadsheet)
Data Source
Batch stock movements, re-order levels
Example Usage
Analyse the movement of stock items through the system, the report is used for forecasting fulfilment and updating reorder levels
Parent and Child Spend (Spreadsheet)
Data Source
Posted Invoice and Credit data at the product code level, split by Parent and Child companies
Example Usage
Analyse Parent and Child spend to provide customers with detailed analysis
Company Details (Spreadsheet)
Data Source
Company Record Data with Nett spend period data
Example Usage
Exporting all company and contact data
Back Orders (Spreadsheet)
Data Source
Purchase Order lines that are not receipt lines
Example Usage
Identify the backorders for your customers, use the contact details to give them an update. Use the vendor info to chase your vendors for new lead times
Stock Valuation (Spreadsheet)
Data Source
Stock by bin, batch, warehouse, status
Example Usage
Export your full stock value information, use the tabs to export by batch, product, classification or stock take lines
Delivery Analysis (Spreadsheet)
Data Source
Sales Order, Authorized date, last dispatch date and number of days to fully dispatch the order
Example Usage
Use the report to monitor delivery efficiency, and identify orders falling outside of your normal lead time
Sales Dashboard (Spreadsheet)
Data Source
Authorized Sales order data, Posted invoice values, credits tab
Example Usage
Popular report bringing sales and invoicing performance data to a single dashboard front sheet. Use the criteria tab to select a date range, customer and account manager. Typically used as daily control report.
CRS Logs (Spreadsheet)
Data Source
CRS log data
Example Usage
Use the report to analyse CRS Log data over a period of time. Great for customer service analysis or engineer call outs
None-Spending Customers (Spreadsheet)
Data Source
Company and Contact details for customers spending below a certain value defined in the Criteria
Example Usage
Quick and easy report to extract customer and contact information for accounts spending below a certain value in a period of time
Catalogs (Spreadsheet)
Data Source
Catalog lines data
Example Usage
Export your catalog lines
Sales Orders with Dispatch Information (Spreadsheet)
Data Source
Authorized Sales order line data with dispatch line data
Example Usage
Provide your customers with a fulfilment report based on order lines including order status, cost centre, product classifications pricing, dispatch date and dispatch note number
Invoice Lines with Customer Address and Last Dispatch Date (Spreadsheet)
Data Source
Posted Invoice and Credit line data with dispatch line data
Example Usage
Provide your customers with invoice line information also the last dispatch date so the customer has visibility of when the lines have been fulfilled.
Invoiced Sales Analysis (Analysis)
Data Source
Posted Sales invoice and Credit data
Example Usage
Create your own reports with powerful drag and drop functionality. Gap Analysis, customer spend, Commission figures, Product Usage reports can all be generated from here
Sales Analysis (Analysis)
Data Source
Authorized Sales Order data
Example Usage
Create your own reports with powerful drag and drop functionality. Gap Analysis, customer spend, Product Usage reports can all be generated from here looking at authorized sales where perhaps the invoices have not been posted at the time
Invoiced Purchase Analysis (Analysis)
Data Source
Posted Purchase Invoices and Credits data
Example Usage
Create your own reports with powerful drag and drop functionality. Supplier Spend trends, Wholesaler reviews, by cost and quantity