Reporting is the starting point to take control of your inventory, improve your sales and make better decisions for your business.
To access your Intelligence reports, go to menu 'Intelligence':
To help you access your key metrics, erplain provide you with pre-built reports in the intelligence menu: sales reports, overdue invoices report, inventory valuation report and more.
You can customize your sales report to reflect the metrics that are important to you and that you want to access in one click. Simply choose the relevant columns you want in your report and apply any filter.
Select your columns (left) and Select your filters (right)
For example, if you want to track the sales of your most important product for this year and see how your account managers perform in selling this product: Click on 'New report' and select the columns I want to include: Account manager, Quantity, Total without tax, Discount, Profit and margin. I also filter on the product I want to track, 'Jumpy Shoes'. Then, I save the report and name it 'Jumpy shoes per Rep'.
I can now access it in one click from the intelligence section and track the sales of this product.
- I could also have started from any pre-built sales report. In this case, I would have chosen the 'Account manager' report and add a filter on the product to track. Then, I would have clicked on 'save report' and a new saved report is automatically created for me. Choose the name of your report and you are done.
- erplain lets you export any report to Excel, even the ones that you have customized and saved in erplain. Exporting can be useful if you want to send the data to someone or if you are looking to get additional analysis done in excel.