ion reports – old and new jeff gast and mike york wednesday august 13, 2014
TRANSCRIPT
ION Reports – Old and NewJeff Gast and Mike York
Wednesday August 13, 2014
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
Transfers Report
• Easy view of truck and warehouse transfers• Also see write-off and repack information• Audit product movement
Transfers Report
Purchases Report
• Audit ordered and received quantities• Check when receipt and bill are expected• Now shows unit cost components
Laid-in Costs
• Breakdown of all laid-in costs• Compare laid-in cost to FIFO cost• View costs for all suppliers and warehouses
Sales Tax
• Audit taxable sales• Breakdown total tax by city, state, county, etc.
Sales Margin
• Company wide performance report• High level comparison of sales, costs, and margins
Pricing and Promotions
• View all pricing possibilities• Audit pricing by product and customer• Create pricing catalog for salespeople and customers
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
Tap Performance Report
• Detailed overview of tap shares• Identify target customers for new lines• Measure draft market share
Surveys
• Ability to view missed accounts • Select all and Deselect all
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
New Survey Reports
• Results by Answer
• Results by Survey
Delivery Adjustments
• Subtotals now available• Include voided orders• View item date codes• Include transaction date• Current year month-by-month
Delivery Adjustments
Formulas
Advanced Filtering
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
eoTouch ION Reports
• Download• DX• Non-DX• Favorites• Email
eoTouch ION Reports
Summary
• New Reports• Schedules Report• Transfers Report • Tap Performance • And more
• Old Reports, New Features• Sales Report• UX Surveys
• Advanced Reporting Techniques
