Reports - Customer Management

Reports - Customer Management

Focuses on managing order data and analysing sales from different perspectives.

• Comparison Report: Compare orders from two different periods grouped by products, customers, or salespeople.
• Orders by Customers, Products and Salespeople: Summarises order quantities and sales value from the selected perspective.
  • Data Fields: Selectable fields include order quantity, sales value (€), costs, and profit margin percentage. The product-specific report also includes purchase prices and average sales prices (ASP).
  • Filters: You can narrow searches based on order date as well as order delivery status, billing status, or complaint status.
• Order History: The most comprehensive report on order data. As with invoice history, you can enable order lines to see details of individual products including margins, and group the listing, for example, by sales team or customer.