Report | Description | Path |
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Items that your customer is due to purchase based on the average number of days between purchases. For example, if Customer A buys Item B on the first, tenth, and nineteenth of the month, the average number of days between purchases is 9. If Customer A last ordered Item B on the first of this month, and today is the eleventh, Item B will be Due to Buy. |
Sales>Customer Due to Buy Report |
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Margin pricing information for your customers for a future date. |
Sales>Pricing>Customer Margin Price Report |
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Information regarding past sales for a selected customer and year, organized by product. |
Sales>Customer Sales History |
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Rolling 12 months history on one or more companies. |
CRM>Customer Trend |
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A record of your Sales Orders for a selected date. You can also select a specific batch if you print more than one batch of sales orders per day. |
Sales>Invoicing>Daily Sales Journal Report |
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All Epod signatures for a selected time period. |
Sales>Order>Epod Synchronization Signature Report |
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An overview of the Sales, Cost, Gross Profit, and Accounting information for a selected calendar period. You can view this report only on screen. |
Sales>Executive Performance Summary |
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Customers who have not shown any activity as of a selected date. You can also select criteria to display only inactive customers from sections of your customer database. |
Sales>Invoicing>Inactive Customer Report |
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Any credits you have issued for returned merchandise organized by the product number. This report also displays the physical status of the returned product; if it was inspected, discarded, returned to your company's stock, or returned to the vendor. |
Sales>Invoicing>Issued Product Credits Report |
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Information regarding the delivery status of open sales orders. |
Sales>Order>Open Order Delivery Report |
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Sales Orders that are linked to Purchase Orders may be waiting to receive certain products before they can be completed. This inquiry and report feature allows you to cross-check your open Sales Orders with Purchase Orders that have been received. The inquiry can be printed or displayed on screen. |
Sales>Order>Open Orders Against P/O Received Report |
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Pricing information for a selected group of products and customers. You can refine the report to include only the products and price fields that you need. |
Sales>Pricing>Price Book Report |
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All open orders that currently have deposits placed on them, as well as the balance due, deposit amount, and the open amount for the order. |
Sales>Order>P.O.S Open Deposit Report |
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Detailed Year-To-Date and Last-Year sales and gross profit information for selected customers, products, salesmen, etc. You can also select more than one variable to further focus your report. You can view this report only on screen. |
Sales>Sales Analysis Inquiry |
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Customize the Sales Journal information that you would like to view. You can choose the type of Sales Journal Report, then decide if you want the sales journal data organized by Period or Data Range. |
Sales>Invoicing>Sales Journal Reports |
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Custom or existing sales order reports, Print an existing report, or create and print your own customized report. You can select the type of Sales Orders and Sales Order fields that you want to include in the report, as well as the date range. |
Sales>Order>Sales Order Report |
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Information regarding your sent invoices by date or by batch. |
Sales>Invoicing>Sales Invoice Results Report |
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Which customers are buying which products from you. The report will include sales information from invoiced sales orders. Open sales order information will not be included. You can focus the report to run for specific customers and products by using the Customer and Product Selection Criteria buttons. |
Sales>Invoicing>Who bought What Report |