ion reports – old and new jeff gast and mike york wednesday august 13, 2014
TRANSCRIPT
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ION Reports – Old and NewJeff Gast and Mike York
Wednesday August 13, 2014
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Agenda
• New Reports• Transfers Report • Purchases and Laid-in Costs• Schedules Report• Tap Performance • And more
• Old Reports, New Features• UX Surveys• Sales Report
• Advanced Reporting Techniques
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Transfers Report
• Easy view of truck and warehouse transfers• Also see write-off and repack information• Audit product movement
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Transfers Report
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Purchases Report
• Audit ordered and received quantities• Check when receipt and bill are expected• Now shows unit cost components
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Laid-in Costs
• Breakdown of all laid-in costs• Compare laid-in cost to FIFO cost• View costs for all suppliers and warehouses
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Sales Tax
• Audit taxable sales• Breakdown total tax by city, state, county, etc.
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Sales Margin
• Company wide performance report• High level comparison of sales, costs, and margins
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Pricing and Promotions
• View all pricing possibilities• Audit pricing by product and customer• Create pricing catalog for salespeople and customers
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Schedule Report
• Clean view of all employee schedules• View sales information by day of the week• Track off-schedule events• Determine no-buy customer days
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Tap Performance Report
• Detailed overview of tap shares• Identify target customers for new lines• Measure draft market share
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Surveys
• Ability to view missed accounts • Select all and Deselect all
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New Survey Reports
• Results by Answer• Breakdown of survey question regardless of survey• Easy to evaluate
• Results by Survey• Clear breakdown of survey results• Dashboard view
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New Survey Reports
• Results by Answer
• Results by Survey
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Delivery Adjustments
• Subtotals now available• Include voided orders• View item date codes• Include transaction date• Current year month-by-month
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Delivery Adjustments
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Formulas
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Advanced Filtering
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Sales Report vs. Sales Performance
• Sales Report• One time frame• Moved fields and figures
• Sales Performance• Comparing multiple time frames• View year and month rankings• Match sell days and include pending orders
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eoTouch ION Reports
• Download• DX• Non-DX• Favorites• Email
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eoTouch ION Reports
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Summary
• New Reports• Schedules Report• Transfers Report • Tap Performance • And more
• Old Reports, New Features• Sales Report• UX Surveys
• Advanced Reporting Techniques