CUSTOMER SNAPSHOT

Get a quick view of all the sales data related to a specific customer.  With quick metrics and historical information, this snapshot allows your sales people and customer service reps to quickly get the information they need about the customer they are talking to.

COSTED BOM BY LOC

Easily visualize a costed bill of material and see your current, standard or projected cost breakdown either by item or for all items at a certain location.  Formatted for easy viewing and includes a non-formated version for clean exporting to Excel.

SELLER SCORECARD

The Salesperson Scorecard gives a sales manager a quick overview of an individual salesperson and shows metrics such as their year to date sales along with year over year growth and margin levels.

INVENTORY RECON

Using the Inventory Beginning Balance functionality, this report compares the net change between the current month and previous month and compares it to the net change in the GL for the same time period.  Great for month end and year end reconciliations! 

ORDER SNAPSHOT

See all the pertinent information about an order/invoice in this easy to use Snapshot.  It allows customer service to quickly find the status of the order all the way from booking to invoicing  and answer questions for the customer.

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SALES ORDER CALENDAR

See an overview by day in a calendar format showing the number of orders that need to ship and how many have been shipped.  Quickly see the total value of all orders scheduled to ship for a given day and drill down to see the detailed list of orders

PPV BY VENDOR

This detailed report allows you to review a range of purchase orders by Buyer and Vendor and shows if you are getting a favorable or unfavorable purchase price as compared to the standard cost of the item.

DAILY OPS REPORT

This snapshot lists out high level information that is important for an executive to keep a close pulse on and condenses it down for easy viewing.  It includes cash in/out info, AR and AP info as well as inventory value, booked sales and projected sales

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3WK PRODUCTION PLAN

Visualize your production planning from MRP with this rolling three week calendar that breaks down by item both your supply and demand by day

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SECURITY BY USER

Easily see everything that a particular user has access to. This is a great report for keeping up to date on your security as well as providing as documentation for compliance and audit needs