Business Intelligence

The business intelligence options can be opened from the main menu, most menus contain the two icons on the far right in the ‘Biz intelligence’ group

Enquiries (Business Intelligence Enquiry)

Clicking on the Enquiry icon which is on many of the transactional menus will open a separate menu structure allowing you access to the Business Intelligence Enquiries.

These enquiries provide you with a powerful search facility and the ability to export the data to CSV or Excel, however, you can simply use them in a live environment all the time by refreshing the output.

This option opens a new window on your desktop, when you click back to your main application window the enquiry menu will be located on the bottom task bar, you do not need to re-open a further window unless you need it.

The enquiries screen opens to a simple menu structure where you choose the report you wish to run by selecting from the drop-down menus.

Each report provides a unique number and that number starts with the area in which the report is based e.g. 3xx is Stock Holding.


List of Enquiries

Sub Option

Column Names

Sub Option

Column Names

100 Customer List

Account

AccountName

Address1

Address2

Address3

Address4

PostCode

TelephoneNumber

Fax

 

101 First / Last Invoice Raised

First Invoice Number

First Invoice Date

Last Invoice Number

Last Invoice Date

Account

AccountName

Account Manager

 

102 Mailing List Summary

Mailing List Name

Date Created

Title

First Name

Sur Name

Full Name

Account

Account Name

Address1

Address2

Address3

Address4

PostCode

Country Name

Telephone

Home Telephone No

Mobile Telephone No

Fax

Email

 

103 Mailing List Detailed

MailingListName

DateCreated

Title

FirstName

SurName

FullName

Account

AccountName

Address1

Address2

Address3

Address4

PostCode

Country_Name

Telephone

HomeTelephoneNo

MobileTelephoneNo

Fax

Email

Account Manager

Area

Type

Outlet

Source

Division

Classification

Preferred_Contact

Last_Sale_Date

Spend_This_Year

Spend_Last_Year

Dear

Memo

International_Client

MailingList_Member

Attend_Tastings

Archived

Currency_Sign

Currency_Name

Pricelist_Group_Name

 

104 Customer List - Analysis

Account

AccountName

Street

Building

Locality

City

PostCode

Country_Name

Account_Contact

Account_Email

TelephoneNo

MobileNo

Account Manager

Area

Type

Outlet

Source

Division

Classification

Last_Sale_Date

Spend_This_Year

Spend_Last_Year

Memo

International_Client

Currency_Sign

Currency_Name

Pricelist_Group_Name

DateCreated

LastUpdated

StatusDescription

 

 

Sub Option

Column Names

Sub Option

Column Names

200 Product Details

ProductCode
ProductDescription
NonEnglishDescription
Year
SPC
SS
ABV
ProductGroupCode
ProductGroupDescription
MinStockLevel
LeadTime
Case Selling Price
Bottle Selling Price
Producer
Supplier A/C
Supplier
Supplier Currency
Supplier Price
Std Cost
Std Cost Unit
Exclude from Web?
Include in Web even if Zero Stock?
Allow Singles on Web?
Delisted

201 Product Prices

Country
Region
ProductCode
ProductDescription
NonEnglishDescription
Year
SPC
SS
ABV
Producer Name
Price List
DP Case Price
DP Bottle Price
UB Case Price
UB Bottle Price
Stock
Last Product Receipt
Last Movement
Std_SP_Case
Std_SP_Single

202 Customer Special Prices

Account

AccountName

Sales Person

Country

Region

ProductCode

ProductDescription

NonEnglishDescription

Year

SPC

SS

Producer Name

Price List

Qualifying Qty

DP Case Price

DP Bottle Price

UB Case Price

UB Bottle Price

Expires

Last Product Receipt

Last Movement

 

203 Standard Cost Comparison

ProductCode

Description

NonEnglishDescription

Year

SPC

SS

Producer Name

Currency

Last Buying Price

Disc%

ExchangeRate

Sterling Buying Price

Standard Cost

Last Product Receipt

Last Movement

 

204 Sales Price List

UID_PL

PL_Name

PL_Description

PL_GroupName

PL_Currency

PL_Starts

PL_Ends

PriceListType

Live

Promo

EP

incTAX

PCode

Description

Descriptions2

Vintage

SPC

SS

Band_From

Band_To

DP_Case

DP_Single

UB_Case

UB_Single

TSingles_Available

 

205 Price Lists inc Availabe Stock In Std Whse

UID_PL

PL_Name

PL_Description

PL_GroupName

PL_Currency

PL_Starts

PL_Ends

PriceListType

Live

Promo

EP

incTAX

PCode

Description

Descriptions2

Vintage

SPC

SS

Band_From

Band_To

DP_Case

DP_Single

UB_Case

UB_Single

WareHouseCode

TSingles_Available

 

206 Product Buy Prices

ProductCode

ProductDescription

NonEnglishDescription

Year

SPC

SS

UBCost/Unit

UBCost/Sgl

DPCost/Unit

DPCost/Sgl

Delisted

Main Supplier AC

Main Supplier

SupCurr

SupUB/Unit

SupUB/Sgl

Producer

PGrp_Code

PGrp_Name

Min_Stk

Lead_Time

 

997 Pivot

productcode

productgroup

year

month

warehousecode

202104

202105

202106

202107

202108

202109

202110

202111

202112

202201

202202

202203

202204

 

998 Prod Sale Q

ProductCode

TSgl_Stock

SPC

ProductDescription

ProductGroup

CountryOfOrigin

Year

Month

TSgl_Sold

WareHouseCode

yyyymm

 

 

Sub Option

Column Names

Sub Option

Column Names

300 Stock Record Card

Warehouse

Group Code

Product Group

Product

Description

AltLanguage_Description

Producer

Vintage

SS

SPC

Rotation

Opening Stock

Closing Balance

CasePrice

Movement Type

Movement Date

Account

Reference

OrderNo

Total Singles

ProductCost

Insurance Cost

Freight Cost

ExciseDuty

Customs Duty

RH & D

Rent

Delivery

IsConsignmentStock

Rotation Notes

Rotation Warehouse Notes

 

301 Frozen Stock

User

Product

Description

AltLanguage_Description

ProducerName

Year

SPC

SS

Date Frozen

Reason

Rotation

Bottles Frozen

 

302 Summary By Region

RegionID

Region

Cases

IBCost

DPCost

EPCases

EPCost

ProductCost(non EP)

CoreCost

CoreForecast

FineWineCost

FineWineForecast

 

303 Stock Status Report with Whse

ProductCode

Description

AltLang_Description

ProducerName

Vintage

SPC

SS

PhysicalStock

MinStockLevel

MaxStockLevel

MinPurchaseOrderQuantity

LeadTime

Account

AccountName

Delisted

WarehouseName

 

304 Customer Unpaid Reserve

Rep Name

Customer Code

Customer Name

Product Code

Product Description

Vintage

Bottles

 

305 Total Stock Available with Whse

Product Code
Product Description
AltLanguage Description
Producer
Year
SPC
SS
ABV
Warehouse
Total On Order
Total Singles
Total Frozen
Total UnPaid Reserves
Total SOP
Total SOP BOM
Allocated
Available Singles
Std CostPrice Case
Std CostPrice Single
Std SalesPrice Case
Std SalesPrice Single
Delisted

306 Warehouse Product Stock

WareHouse Code
Product Code
Product Description
NonEnglishDescription
Year
SPC
SS
ABV
Producer Name
Singles Per Unit
Single Size
Vintage
Cases
Singles
Total Singles
Last Movement
Last Product Receipt
TSingles Moved Last 90d
TSingles Moved Last 180d
TSingles Moved Last 260d
Price Lists Product Appears On

307 Audit Trail

You must enter a Product Code to view the report

Warehouse

GroupCode

ProductGroup

ProductCode

Description

SinglesPerUnit

Rotation

OpeningStock

ClosingBalance

CasePrice

MovementType

MovementDate

Account

Reference

OrderNo

TotalSingles

ProductCost

InsuranceCost

FreightCost

ExciseDuty

CustomsDuty

RH&D

Rent

Delivery

IsConsignmentStock

 

308 Stock Turn Last X days

This has a filter of No of days

ProductCode

ProductDescription

RotationNumber

Singles

SinglesPerUnit

SingleSize

RegionCode

RegionDescription

AnalysisCode

AnalysisDescription

 

309 Valuation By Product

WarehouseName

CountryName

RegionDescription

ProductCode

Producer

ProductDescription

AnalysisDescription

ProductGroupCode

SinglesPerUnit

PhysicalStock

UnderBondValue

DutyPaidValue

EnPrimeurStock

EnPrimeurValue

ActualStockValue

Duty

Shipping+Insurance

RH&D

Rent

UnderBondPricePerCase

UnderBondPricePerBottle

DutyPaidPricePerCase

DutyPaidPricePerBottle

StockLanded

 

310 Valuation By Rotation

WarehouseName

CountryName

RegionDescription

ProductCode

RotationNumber

Producer

ProductDescription

NonEnglishDescription

Year

SPC

SS

AnalysisDescription

ProductGroupCode

PhysicalStock

UnderBondValue

DutyPaidValue

EnPrimeurStock

EnPrimeurValue

ActualStockValue

Duty

Shipping+Insurance

RH&D

Rent

UnderBondPricePerCase

UnderBondPricePerBottle

DutyPaidPricePerCase

DutyPaidPricePerBottle

StockLanded

 

311 Rotation Stock with Whse

Warehouse

Rotation

Code

Description

AltLanguage_Description

ProducerName

Year

SPC

SS

Date Received

TSingle Received

TSingle

Cases

Singles

 

312 Paid Reserve Rotation Stock with Whse

Warehouse

Rotation

Code

Description

AltLanguage_Description

ProducerName

Vintage

SPC

SS

Date Received

TSingle Received

TSingle

Cases

Singles

ReserveCode

ReserveName

Cust PP per Case

 

313 Mixed Case Availability with Whse

Product Code

Product Description

NonEnglishDescription

Year

SPC

SS

Warehouse

Singles Per Unit

Total Singles

Total On Order

Total Frozen

Total SOP

Allocated

Available Singles

Delisted

 

314 Order Available Stock by Whse

Product Code

Product Description

NonEnglishDescription

Year

SPC

SS

Warehouse

Total Singles

Total On PO

Total Frozen

Total SOP

Total SOP_BOM

Allocated

Available Singles

 

315 Stock Turn Last X days by Product

ProductCode

ProductDescription

Singles

SinglesPerUnit

SingleSize

RegionCode

RegionDescription

AnalysisCode

AnalysisDescription

 

316 Total In Stock by Product

Code

Description

NonEnglishDescription

Year

SPC

SS

FirstReceived

LastReceived

TSingleReceived

TSingle

Cases

Singles

 

317 BOM Product Exploded Products List

BOM_Code

BOM_Description

Product_Code

Product_Description

Product_Qty_InBOM

Product_TSingles

 

318 Duty Paid Stock List

Whse_Grp_Code

Whse_Grp_Name

Whse_Code

Whse_Name

Product

Rotation

Recd_Date

Recd_TSingles

DP

FC

Stock_TSingles

SPC

 

319 Underbond Stock List

Whse_Grp_Code

Whse_Grp_Name

Whse_Code

Whse_Name

Product

Rotation

Recd_Date

Recd_TSingles

DP

FC

Stock_TSingles

SPC

 

320 Reserve Stock D+V Value Check

Whse_Code

Whse_Name

CustomerAccount

Product

Rotation

Recd_Date

Recd_TSingles

DP

FC

Stock_TSingles

SPC

DV_Value

Value_Check

 

321 Product Stocks Avg Costs

Product ID

ProductCode

Description

AltLanguage_Description

Producer

Year

SingleSize

SinglesPerUnit

Cases

Singles

TSingles

AverageCaseCost

EarliestMovement

LatestMovement

 

323 Consignment Warehouse Stocks

WareHouse Code

Product Code

Product Description

NonEnglishDescription

Year

SPC

SS

Producer Name

Singles Per Unit

Single Size

Vintage

Cases

Singles

Total Singles

Last Movement

Last Product Receipt

TSingles Moved Last 90d

TSingles Moved Last 180d

TSingles Moved Last 260d

Price Lists Product Appears On

 

324 Total Stock Available with Std Price

Product Code

Product Description

AltLanguage_Description

ProducerName

Year

SPC

SS

Warehouse

Singles Per Unit

Total Singles

Total On Order

Total Frozen

Total SOP

Total SOP_BOM

Allocated

Available Singles

Delisted

Std_Price_Case

Std_Price_Single

CountryName

RegionDescription

SubRegion

ProductStyle

ProductTypeAnalysisDescription

 

325 Stock Purchase Cost(AvailStk)

Product Code

Rotation Number

Date

TSingle Recd

Base Case Cost

Producer Name

Product Description

Non English Description

SPC

SS

Vint

WCode

WGCode

 

326 Stock Value Snap by Warehouse

WarehouseName

UBStock_Value

DPStock_Value

EPStock_Value

ActualStockValue

Duty_Liability

ShipInsurance_Liability

RHDLiability

RentLiability

 

327 Total Stock available with Average costs

Product Code

Product Description

AltLanguage_Description

ProducerName

Year

SPC

SS

Warehouse

Singles Per Unit

Total Singles

Total On Order

Total Frozen

Total SOP

Total SOP_BOM

Allocated

Available Singles

Delisted

AverageCaseCost

Std_Price_Case

Std_Price_Single

CountryName

RegionDescription

SubRegion

ProductStyle

ProductTypeAnalysisDescription

 

328 Stock with Landed Costs

WareHouseCode

RotationNumber

ProductCode

ProductDescription

PO_No

Date_Recd

Recd_Tsingles

Stock_TSingles

SPC

Cost/Case

Ins/Case

Freight/Case

RHD/Case

Landed/Case

ProductCode

 

329 Product Summary Despatched (last 7d)

ProductCode

ProductDescription

NonEnglishDescription

ProducerName

Vintage

SPC

SS(cl)

MDate

TSingles

Cases

Singles

 

330 Products Allocated

ProductCode

ProductDescription

NonEnglishDescription

ProducerName

SPC

SS(cl)

Vintage

Alloc_Cse

Alloc_Sgl

EAN_Case

EAN_Sgl

UPC_Case

UPC_Sgl

 

331 Rotation Stock with BBD / Last Movement

Movement Type is Stock Despatch only and only showing rotations where there is still stock recorded on the stock record table and will only display if the rotation has a BBD recorded.

Product Code
Product Description
SPC
SS
Rotation Number
BBD
Last_Movement
Stock_Tsingles

 

Sub Option

Column Names

Sub Option

Column Names

400 PO Lines

OrderType

SupplierAccount

SupplierName

OrderDate

PONo

DateRequired

ProductCode

Description

UnitsOrdered

SinglesOrdered

BuyingPricePerSingle

TradeDiscount(%)

Currency

ExchangeRate

 

401 POs By Supplier

Account

AccountName

PurchaseOrderNumber

SupplierRef

OrderType

OrderDate

DateRequired

DutyPaid

IsFreeCirculation

ProductCode

Description

SinglesPerUnit

UnitsOrdered

SinglesOrdered

TotalSinglesOrdered

BuyingPricePerSingle

UnitORSingle

GrossValue

TradeDiscount(%)

DiscountValue

NetValue

CurrencySign

CurrencyName

ExchangeRate

FixedER

GBPNetValue

 

402 POs By Product

ProductCode

Description

Account

AccountName

PurchaseOrderNumber

SupplierRef

OrderType

OrderDate

DateRequired

DutyPaid

IsFreeCirculation

SinglesPerUnit

UnitsOrdered

SinglesOrdered

TotalSinglesOrdered

BuyingPricePerSingle

UnitORSingle

GrossValue

TradeDiscount(%)

DiscountValue

NetValue

CurrencySign

CurrencyName

ExchangeRate

FixedER

GBPNetValue

 

403 Goods Received (Multi Currency)

PO_UID

PO No

Product_Code

VATCode

Status

SPC

Recd_Date

OrderedCases

OrderedSingles

ReceivedCases

ReceivedSingles

InvoicedCases

InvoicedSingles

CreditedCases

CreditedSingles

Returnedcases

ReturnedSingles

OrderLineValue

TradeDiscount%

BuyingPrice

InvoiceBuyingPrice

InvoiceDiscount%

InvoiceSaved

CreditSaved

ReturnChanged

ExchangeRate

GRNAccrual

BuyingPriceperSingle

BuyingPriceperUnit

InvoiceBuyingPricePerSingle

InvoiceBuyingPricePerUnit

VATRate

Warehouse

IsExciseDutyPaidInUK

ProductDescription

AltLangDescription

Currency

Supp_AC

SuppName

 

404 Product Reorder Estimate

Code

Description

Year

SS

SPC

Country

Region

Total_Singles

Total_On_PO

Total_Frozen

Total_SOP

Total_SOP_BOM

Allocated

Available_Singles

CY30

CY90

PY30

PY90

Main_Supplier

Lead_Time

Min_Stk

Max_Stk

MOQ

Days_to_End

Order_By

 

405 Consignment Stock Despatches

MovementDate

TSingles

ProductCode

P.Description

P.Description2

SPC

SS

Vintage

RotationNumber

DateReceived

 

 

Sub Option

Column Names

Sub Option

Column Names

500 SO Lines

OrderType

OrderDate

OrderNo

CustCode

CustName

CustRef

ReleaseDate

Proforma

OnHold

ProductCode

ProductDescription

Units

Singles

GrossValue

DiscountValue

NetValue

GBPValue

 

501 SO Lines By Customer

Account

AccountName

SalesOrderNumber

CustomerReference

SalesOrderDate

RequiredDate

ReleaseDate

IsOnHold

ProductCode

ProductDescription

NonEnglishDescription

Year

SPC

SS

UnitsOrdered

SinglesOrdered

PricePerUnit

PricePerSingle

TotalSingles

GrossValue

TradeDiscount

DiscountValue

NetValue

CurrencySign

CurrencyName

GBPValue

 

502 SO Lines By Product

ProductCode

ProductDescription

NonEnglishDescription

Year

SPC

SS

Account

AccountName

SalesOrderNumber

CustomerReference

SalesOrderDate

RequiredDate

ReleaseDate

IsOnHold

UnitsOrdered

SinglesOrdered

PricePerUnit

PricePerSingle

TotalSingles

GrossValue

TradeDiscount

DiscountValue

NetValue

CurrencySign

CurrencyName

GBPValue

 

503 General Sales Reports

Trans Date

Doc No

Order No

Type Of Sale

Type

Customer Country Code

Customer Country

Account Manager Code

Account Manager Name

Type Code

Type Name

Outlet Code

Outlet Name

Area Code

Area Name

Source Code

Source Name

Division Code

Division Name

Classification Code

Classification Name

Group Account

Group Name

Account No

Account Name

Supplier

Supplier Name

Producer

Producer Name

Country Code

Country of Origin

Region Code

Region Name

EP Campaign

IsDutyPaid

Prod Type

Prod Type Description

Product Group

Prod Grp Description

ProdAnalysisCode1

ProdAnalysisName1

ProdAnalysisCode2

ProdAnalysisName2

ProdAnalysisCode3

ProdAnalysisName3

Promotion

Location

Product Code

Product Description

Vintage

Singles

Actual Cases

Cases

@x Litres

Sales Value

Cost Value

Duty

CCT

Rent

RH&D

Shipping

Delivery

RepGroup

Division

OutletCode

OutletName

OutletGroup

TotalCost

Margin

GP%

 

504 Day Book

DaybookDate

DaybookPrinted

AccountNumber

AccountName

InvoiceDate

InvoiceNumber

Details

Type

ExchangeRate

CurrencyName

IsForeignCurrency

NominalCode

NetAmount

VATCode

VATAmount

BaseCurrency_NetAmount

BaseCurrency_TaxAmount

 

505 Salesman Report

Salesman

ProductCode

ProductDescription

RotationNumber

StockMovementDescription

MovementDate

Account No

Reference

Warehouse

MovedQuantity

ProductCostPerUnit

Debit

Credit

InsuranceCostPerUnit

FreightCostPerUnit

DutyCostPerUnit

CCTCostPerUnit

RHDCostPerUnit

RentCostPerUnit

DeliveryCostPerUnit

PostedBatchNo

PostedDate

 

506 Sales By Product

ProductCode

ProductDescription

Case @x Litres

CMonth/ProdTotalCases

CMonth/ProdTotalSales

CMonth/ProdTotalCost

FYear/Start

FYear/ProdTotalCases

FYear/ProdTotalSales

FYear/ProdTotalCost

RPeriodStart

RPeriodEnd

RPeriod/ProdTotalCases

RPeriod/ProdTotalSales

RPeriod/ProdTotalCost

NonTradeTotalSales

TradeTotalSales

TotalSales

 

507 Sales By Customer Source

AnalysisCode

AnalysisGroupCode

TotalSpend

AverageOrderValue

NoOfOrders_OrderTypeAnalysisMatchesCustomerSource

NoOfOrders_OrderTypeAnalysisNotMatchesCustomerSource

NoOfOrders_CustomersWithThisAsTheirSource

NoOfRepeatCustomers_CustomersWithThisAsTheirSource

NoOfNonRepeatCustomers_CustomersWithThisAsTheirSource

 

508 Credit Note / Invoice

OrderType

InvOrCred

OrderDate

OrderNo

CustCode

CustName

CustRef

ReleaseDate

Proforma

OnHold

ProductCode

ProductDescription

Units

Singles

GrossValue

DiscountValue

NetValue

GBPValue

 

509 Stock Not Landed

Campaign

ProductCode

ProductDescription

ProductType

SinglesPerUnit

NumPOs

QtyLanded

QtyNotLanded

InvoicedQty

CreditedQty

TotalSinglesDespatched

NotSold

NotSoldValue£

 

510 Duty VAT Invoices

AnalysisCode

AnalysisDescription

SalesOrderNumber

InvoiceNo

InvoiceDate

ExciseDutyPerSingle

SageVATCode

VATRate

TotalVAT

 

511 Customers

Month

MonthEnd

MonthStartDate

MonthEndDate

AccountNo

AccountName

MonthCases

@x Litres

MonthSalesValue

MonthTotalCost

MonthMargin

MonthTotalSales

 

512 Products

ProductCode

ProductDescription

Case @x Litres

CMonth/ProdTotalCases

CMonth/ProdTotalSales

CMonth/ProdTotalCost

FYear/Start

FYear/ProdTotalCases

FYear/ProdTotalSales

FYear/ProdTotalCost

RPeriodStart

RPeriodEnd

RPeriod/ProdTotalCases

RPeriod/ProdTotalSales

RPeriod/ProdTotalCost

NonTradeTotalSales

TradeTotalSales

TotalSales

 

513 By Customer

Account

Name

OrderNo

QtyOnOrder

Campaign

ProductCode

ProductDescription

PhysicalStock

TotalEPOrderQty

EPOrderQtyYetToBeReceived

BalanceOfStockAvailableForSale

DateStockLanded

WareHouseName

WareHouseCode

SalesPricePerUnit

PurchasePricePerUnit

 

514 By Product

Campaign

ProductCode

ProductDescription

PhysicalStock

TotalEPOrderQty

EPOrderQtyYetToBeReceived

BalanceOfStockAvailableForSale

Account

Name

OrderNo

QtyOnOrder

DateStockLanded

WareHouseName

WareHouseCode

SalesPricePerUnit

PurchasePricePerUnit

 

515 Product Credits

Account

AccountName

SalesOrderNumber

ProductCode

ProductDescription

SinglesCredited

InvoiceNumber

DateCredited

 

516 Discount on Orders

Order No

Account

Customer Ref

Order Date

Product

Prod Description

Total Converted Bottles

Bottle Price

Case Price

Gross

Line Discount

Net

 

517 Surcharges on Invoices

Account

AccountName

SalesOrderNumber

SalesOrderDate

SurchargeCode

Description

SurchargePrice

Quantity

TotalSurchargePrice

InvoiceNumber

InvoiceDate

 

518 Outstandsing SO Summary

OrderType

OrderNo

CustCode

CustName

OrderDate

RequiredDate

ReleaseDate

HeldDate

HeldTo

EnteredBy

LastAmendedBy

OrderLastAmendDate

SO_SMCode

SO_SMName

Proforma

OnHold

BaseValue

 

519 SO Line Audit - Last 400 days

SalesOrderDate

SalesOrderNumber

LineNumber

ProductCode

Description

AltLang_Description

Producer

Vintage

SPC

SS

Rotation

Cases_Ordered

Order_Price_Case

Std_Price_Case

Singles_Ordered

Order_Price_Single

Std_Price_Single

Price_List

 

520 OS SO Summary - Allocated

OrderType

OrderNo

CustCode

CustName

OrderDate

RequiredDate

ReleaseDate

HeldDate

HeldTo

EnteredBy

LastAmendedBy

OrderLastAmendDate

SO_SMCode

SO_SMName

Proforma

OnHold

BaseValue

 

522 Simple Order Outstanding

OrderType

OrderNo

CustCode

CustName

OrderDate

RequiredDate

SO_SMName

NetValue

 

523 Sales details by Customer, Product, Invoice Date

CompanyID

Account

AccountName

Address4

PostCode

Outlet

AccountManagerCode

AccountManager

CurrencyISO

ProductCode

ProducerName

ProductDescription

ProductDescription2

OrderUID

SalesOrderNumber

InvoiceNo

DateInvoiced

SinglesInvoiced

SinglesCredited

SinglesNotCredited

TotalExVAT

TotalBaseExVAT

 

524 Sales summary by Customer, Product, Invoice Date

CompanyID

Account

AccountName

Address4

PostCode

Outlet

AccountManagerCode

AccountManager

CurrencyISO

ProductCode

ProducerName

ProductDescription

ProductDescription2

DateInvoiced

SinglesInvoiced

SinglesCredited

SinglesNotCredited

TotalExVAT

TotalBaseExVAT

 

525 Sales summary by Customer, Invoice Date

CompanyID

Account

AccountName

Address4

PostCode

Outlet

AccountManagerCode

AccountManager

CurrencyISO

DateInvoiced

SinglesInvoiced

SinglesCredited

SinglesNotCredited

SubTotalBaseExVAT

Surcharge

TotalBaseExVAT

 

 

 


Reports

Reports are pre-formatted outputs from the system, usually, these are PDF reports which are printed for management information. The information in these comes from the BI Enquiries, and we can produce more reports here as and when customers request them.

Report Name

Description

Report Name

Description

Day Sales

Daily sales report

Held Orders

 

Product Stock Replenishment

Report based on the replenishment information on the BI enquiry.

Customer Product Sales Period Comparison

 

Customer Sales Period Comparison

 

 There is also an option to use the Report Designer, see the tab on Report Designer.


Report Designer

 

Report Designer is not included with standard Vision Commerce, this is an additional module and you need to pay for this module.

It is complex enough that we have to provide training and then there is a monthly charge.

For more information, there is an informational video located here -

Business Intelligence Module (BI)

 

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