2010 User Conference April 23 rd – 25 th, Philadelphia, PA “Getting the Numbers” (Communique -...

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

“Getting the Numbers”

(Communique - Dashboard - Reports)

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Communiqué for SEOM

• Order Manager Dates– What do they mean– Order, Import, Approval, Detail, Ship, etc.

• Initial vs. Final Sales Numbers– Product Totals vs. Grand Totals

• Additional Factors Affecting the Numbers– Approved Orders Only– Excluding Canceled Orders– Pending Orders?

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Dashboard

• Security• Basic functionality• Options

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Dashboard – Security

• Order Manager Security• Password Protect

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Dashboard - Basic Functionality

• Orders– Today’s Orders

• Inventory– Items to Watch

• Sales– Sales data is based on History – orders must be approved in

order to be included.

• Calendar

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Dashboard - Options

• Options Menu• Animate

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Reporting

• Accounting• Value• Products• Invoices

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Accounting

• Accounting Summary• Accounting Summary New• Sales Tax

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Accounting vs.Accounting New

• Accounting numbers change over time, New does not.

• Accounting based on various dates, New based on History date.

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Accounting Sample

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales Tax

• State level breakdown of taxes collected• Based on Order Date• Two templates – Sales Tax and Sales Tax with

Sales Figures• Data may change over time

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales Tax - Sample

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales Tax - Sample

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales Tax from History

• Uses History Date• Data does not change

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales Tax from History

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Inventory Value New

• Values have been removed from different reports and consolidated here.

• Calculations have been corrected.• Current snapshot of value only, no history.

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Inventory Value New

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Inventory Value by Supplier

• Products are grouped by Primary Supplier• Products with no Primary are put in their own

group• Order Manager doesn’t know which actual

products came from which suppliers, so this grouping should be taken as estimates

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales by Product

• Based on Order Date• Numbers could change – take as estimate• Cannot be based off of History in current system• Variety of templates showing the information

differently

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales by Product

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales by Productand Customer

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Sales by Customerand Product

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Invoices

• Many template options in the Invoice Template parameter

• Many configuration options in Reports parameter group.

• Customer Statements also available

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Invoices

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Invoice Parameters

• InvoiceBackOrderMessage• InvoiceCopies• InvoiceOrderNumberLabel• ShowBillToEmailOnInvoices• ShowShipMethodOnInvoices• ShowPhoneNumbersOnInvoices• ShowPartsOnInvoices

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Customer Statement