Reporting and Interfacing Requirements (Sales Management) Features and Functions
Reporting for sales management is used to generate statistics about who has ordered what and when; or about how much of the ordered quantity has been shipped, returned, canceled, etc. This functionality provides the user with the ability to print invoices, either individually or as a batch (per customer, per product, per date range, etc.). Another important aspect is the ability to generate comparisons between quantities ordered and shipped by the same customer or for the same product in different periods of time (weekly, monthly, yearly, etc) In order to generate these reports, integration with other systems holding sales data is required.
|
- Accommodate processing and printing of invoices, reports, and shipping
- Print billing reports by product, invoice number, and customer
- Report daily unit and dollar bookings, by item number, by customer and customer type, with month to date (MTD) totals.
- Report daily unit and dollar billing/shipments, by item number and by customer with MTD totals and sort by product group
- Report booking history (units) by month, displaying each of the twelve months with a total
- Report billing and shipment history (units) by month, displaying each of the twelve months with a total
- Report unit and dollar backlog (bookings for future delivery)
- Report unit and dollar backorder (bookings for past requested ship dates)
- Report comparative unit and dollar bookings for this month versus the same month last year
- Report comparative unit and dollar bookings for YTD versus YTD last year
- Variance for each of the above (month to month and YTD)
- Report comparative unit and dollar bookings/shipments for this month versus the same month last year
- Report comparative unit and dollar bookings/shipments for YTD versus YTD last year
- Report comparative unit and dollar bookings/shipments for variance for each of the above
- Report statistics on the number of open sales orders at the beginning and end of the month, new sales orders, sales orders closed and cancelled, and adjustments, as well as service level (on-time delivery) by customer
- Report statistics on the number of invoices processed each month
- Report statistics on the number of credit memos processed each month
- Report statistics on the customer order status by code for rescheduled due to the item shortage
- Reports statistics on customer order status, by code, for customer-created hold
- Report statistics on the customer order status by code for credit hold
- Report statistics on the customer order status by code for rescheduled by customer
- Report consigned inventory (equipment and parts) by location, by agent, and by product category
- Report price variances (sales price less list price) by sales order
- Print master price list (to drive all pricing within the system)
- Print sales orders
- Print sales order changes
- Print bill of lading/packing list documents including quality affidavit
- Print credit memos
- Print customer number, name, and address labels for file folders
- Print invoices for goods
- Print invoices for services
- Print invoice register detailed and summary
- Print detail and summary sales reports showing current month, same month last year, YTD and YTD last year for each division with various sorts available by customer
- Print detail and summary sales reports showing current month, same month last year, YTD and YTD last year for each division with various sorts available by products and services
- Print detail and summary sales reports showing current month, same month last year, YTD and YTD last year for each division with various sorts available by product category
- Print detail and summary sales reports showing current month, same month last year, YTD and YTD last year for each division with various sorts available by salesperson
- Print customer profile analysis showing customer detail activity for the past two years
- Print sales journals showing general ledger accounts and amounts posted
- Generate statements and notices of "no charge" sales
- List open quotes by customer for a given date range
- Print a master price list
- Report sales by customer or agent, MTD, and YTD
- Allow for price/cost on-line inquiry ability based on price, average cost, standard cost, and margin, both by product and by customer
- Interface with the general ledger to forward a sales and accounts receivable journal
- Interface with the general ledger to optionally summarize this journal to reflect totals by customer
- Track and provide access to requests for engineering
- Limit access to quotes and orders for which the salesman is either the "sold-to" or "ship-to" designee
- Automatically update order entry option costs based on changes in part content, purchased/make part costs, assembly standard labor hours, or run-off procedures
- On-line interface with shippers prior to and after shipment for shipping arrangements, tracking, and feedback after ship
|
|
Sales Management Features and Functions
|
|
|