johnstone supply database users executive reporting tool
TRANSCRIPT
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Johnstone Supply
Database Users
Executive Reporting Tool
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Program Overview
• Allows Owners to easily track sales, inventory, receivables and payables from their PC
• Simple one click access to a variety of information
• Different access levels allow owners to choose what sections users are allowed to use / see
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Store Page
Goals Lines
Sales and Gross Profit Goals for theMonth are graphed with actual sales
Multiple LocationsAll sales figures can be viewed as Individual
Locations are as Combined figures
Sales $ Gross Profit $
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Store Page 2
See Goals Daily
Check if goals are met on a daily basis
Multiple LocationsSwitch between locations with a single click.
Choose to Graph sales from these time periods
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Invoicing – Payment Methods
Break out Pay Methods
Top Ten Invoices
See the top Invoices daily
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See Top Ten Invoices from any day
Select a Date
And see the top Invoices from that day
Click pie slice for details
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Select a Single Payment Method
Click credit slice to see detailed Credit Memo info
Top Ten Credit Memos
See the top Credit Memos for any given day.
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Invoicing – Finding Credit Details
Simply Copy and Paste Invoice Number into DBS system to find full credit details
Double Click a Credit in the List to open details for that item
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Invoicing – Shipping Methods
See breakdown of Shipping Methods
Top Ten Deliveries
See the top Shipped, Delivered and Counter Invoices
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Invoicing – Credits
Easily Spot days with Large Credits
Top Ten Credits / Cash Refunds
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Branch Transfers, Internet Orders
Conveniently view sales numbers for these type of orders.
Easily graph… .Branch
Transfers, Sales to Other JS Stores and Internet Orders
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Detailed Top Ten Lists
View the top 10, 20, 50 or 100 Invoices over a given time period
Select From These Invoice Types… .
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Service Fill Rates
View Fill Rates for a specific Inventory class
Graph Rates by Lines, Units or $ Amount
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Service – Top Ten Lists
See Backordered Products, Best Sellers, etc.
Select from these Service Types
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Purchasing
Breaks out Vendor Direct, Corporate, etc.
Top Ten Purchase Orders
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Purchasing – Overdue PO’s
See Outstanding and Overdue PO totals side by side
Top Ten Overdue PO’s
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Purchasing – Open PO’s
Top Ten Open PO’s
Double Click an entry in the list to view PO #, Due Date and other info
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Purchasing – Other PO Types
Choose between Next Day, Canceled and Preseason PO’s
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Purchasing – Top Ten Lists
Quickly list PO #’s and due dates of all open PO’s
Select from these PO Types
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Inventory
See information updated daily that is cumbersome to get from the DBS system
Choose the time period over which to graph Inventory values
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Inventory – Select a Class
See specific info for the
selected product class.
Select a single Inventory class
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Inventory – Excess ItemsView the top fifty Products with an Excess Value in the Selected Class
This screen shot shows Excess Items for Products that have been discontinued (Totaling: $13,131)
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Inventory – Items Below ROP
View top Products that are below ROP
Quickly see if the product is stocked at another of your Locations
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A/P, A/R and Bank
View current A/P, A/R, and Bank totals. Owners would control who has access to information.
Currently Under Development
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Adding Multiple Locations
Have Saturdays count as a Full Workday, Half Workday or No Workday in your monthly projections.
Add several Locations and view data combined or from individual locations
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Adding Monthly ProjectionsFill in Sales Projections and Gross Profit Percent Goals for all Locations
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Features and Benefits
• Make better business decisions with information at the click of a button
• Turn Data into $$$ by turning dead and excess inventory into cash
• With Graphing – see trends faster
• Become more aware of what is happening in your business
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Program Summary
• Rollout is projected for Spring 2004• This is our custom system and can be
updated to suit our needs• Specifications and Hardware Requirements
are forthcoming after the first of the year • Please send comments / suggestions via
email to [email protected]