The General Reports Module allows you to report and view information and summaries that include the following.
| Allowance reports – These reports are on special allowances or provisions, run with a specified detail level. | Sales allowance/provision report
Special allowance sales report Special allowances report:format 1 |
| Buying group reports – Buying group reports on buying group by major account for a selected period, run on a national or branch basis. | Buying group by major account
Buying group by sales breakdown |
| Sales reports – Various sales reports, including reports based on title, title pack, or component sales; detailed sales information; sales and costs summaries, and sales history analyses. Some reports also allow you to view customer and title rankings based on sales. Other reports provide information about subscriptions sales, sale summaries, and commission information. | Cost of sales
Cost of sales report : format 1 Cost of sales report : format 2 Cost of sales report : format 3 Item profit cost of sales report GPA cost of sales / budget report GPA reports Customer sales Item sales Item sales: by period range report Item sales history analysis report Item pack/component sales report Other sales reports Complimentary copies sales report Moving annual total sales report Sales stock recall letters report |
| Customer ranking reports | Customer ranking report
Customer ranking report: cur/prev Customer ranking report: detail Customer ranking report: IB % Customer ranking report: net/gross |
| Item ranking reports | Item ranking report
Item ranking report: best sellers Item ranking report: branch Item ranking report: top 10 Item ranking report: item/branch |
| Type of sales – Type of sales reports on sales by type of sale, such as direct mail, on approval, book clubs, charge stock, and so on. | Sales by TOS report
Sales by TOS/customer report Sales by TOS/item report Sales & returns by TOS report Sales by TOS report(NEW-SAHM00P) |
| Sales history – Reports on sales history for a selected company. The reports may be run for a specific branch or customer of the specified company. | Sales history by customer report
Sales history by item report Sales history summary report Branch (territory) sales report Sales stock obsolesence report Branch by sales group report Generic sales report |
| Sales tax | Sales tax report
Sales tax report: detailed Item sales tax report Giveaway tax report |
| Stock adjustments – These reports analyses on stock adjustments that occurred within specified financial periods. | Stock Adj Analysis by Ref Report
Stock Adj Analysis by TOS Report Stock Adj with Tax Analysis Report Audit Trail by Entry Date Report |
| Analysis/statistics – These reports that allow you to analyse daily order values, delivery efficiency, freight analysis, in progress, stock order service level, lost orders, carrier dispatch, and monthly operating statistics. | Daily order status report
Daily order value analysis report Stock order service level report |
| Consignment stock | Consignment sales report
Loan/consignment return authorisation |
| Credit analysis | Credit analysis report: customer
Credit analysis report: period Credit analysis report: reason |
| O/S orders | O/S order detail report by customer – This report is run by o/s order type to display order details by customer. It can be downloaded to an excel file if required.
Order consolidation report – This report can be used to handle reviewing nominated customer order details and including any that are outstanding as well. This allows for a complete view of where any customer order is situated at any one time. The report displays Order number, Item number, Item description, Supplier, Quantity, Stock status, ETA, Order Priority and Order status. |
| EOD reports | Daily sales report |
