The Order Analysis by Month tab displays a summary of sales orders for each period using the selected parameters.
Order Analysis by Month Tab Screen
Year - Clicking the drop down arrow will allow users to select a different year.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
User - Clicking the drop down arrow will allow users to select an individual user or all users.
Displays a summary of sales orders raised, order lines raised and sales order cancelled.
View By Day - Navigates users to Sales Orders Raised/Cancelled for a Period by Date.
Users can then view the sales orders raised on a specific day by highlighting a day and clicking the View Date button.
From here users can select a sales order and click the View Order button which will navigate users to Sales Order Enquiry for the selected order or click Global Customer Enquiry to navigate to the Global Customer Enquiry for the selected order.
The Web/Others Orders by Month tab displays a summary of web/other orders for each period using the selected parameters.
Web/Other Orders by Month Tab Screen
Year - Clicking the drop down arrow will allow users to select a different year.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
User - Clicking the drop down arrow will allow users to select an individual user or all users.
Displays a summary of web or other orders raised, the number of order lines for web or other orders and order value for each period.
View By Day - Navigates users to Web/Other Orders raised for a Period by Date.
Users can then view the web/other orders raised/cancelled on a specific day by highlighting a day and clicking the View Date button.
From here users can select a sales order and click the View Order button which will navigate users to Sales Order Enquiry for the selected order or click Global Customer Enquiry to navigate to the Global Customer Enquiry for the selected order.
The Order Fill Time by Month tab displays a summary of time taken to fill sales orders for each period using the selected parameters.
Order Fill Time by Month Tab Screen
Year – Displays the current financial year. Clicking the drop down arrow will allow users to select a different year.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Show As - Users can choose to view the order fill time by month data as a Percentage (percentage of orders) or Count (the number of orders).
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
Exclude Direct/Forward Orders – When ticked Direct Delivery and forward dated orders will be excluded from the calculations.
Displays a summary of order fill time for each month in the selected year.
View By Day - Navigates users to Sales Order Fill Time for a Period by Date.
Users can then view the sales order fill time on a specific day by highlighting a day and clicking the View Date button.
From here users can select a sales order and click the View Order button which will navigate users to Sales Order Enquiry for the selected order or click Global Customer Enquiry to navigate to the Global Customer Enquiry for the selected order.
The Invoice Analysis by Month tab displays a summary of invoices/credits raised for each period using the selected parameters.
Invoice Analysis by Month Tab Screen
Year – Displays the current financial year. Clicking the drop down arrow will allow users to select a different year.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
Displays a summary of invoices/credits raised, the number of invoice/credit lines for each period.
View By Day - Navigates users to Invoices Raised for a Period by Date.
Users can then view the invoices/credits raised on a specific day by highlighting a day and clicking the View Date button.
From here users can select a sales order and click the View Invoice button which will navigate users to Sales Invoice Enquiry for the selected invoice or click Global Customer Enquiry to navigate to the Global Customer Enquiry for the selected invoice.
