User Sales Reports

March 14, 2013 in Release 9.4,Sales Analysis

The ability to report and analyse sales figures is a crucial part of Online Advantage. Over the years we have found that no matter how many standard sales reports we include with the system, there will always be a user who wants something different in some way. To this end, we have developed the User Sales Report writer that allows users to quickly and easily write their own reports and save them as templates in the system.

In the system we hold sales analysis data for the following “elements”:

Customer Account Rep Market Segment
Division Customer Category Customer Type
Buying Group Transaction Sale Time Rep Transaction Market Segment
Product Product Division Product Category
Product Group Model Size
Colour Product Material Product Class
Product Type Product Section

 

Below is a diagram that shows these elements and their relationship visually:

SalesStructure

With the new User Sales Reporting tool, you can pull the data from the sales database and show information consolidating on the elements above. All these elements can also be used as filters when running reports to allow users to input criteria for their reporting queries. There are two main elements to this reporting tool as summarised below:

Running User Sales Reports

Creating User Sales Reports

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