|
Do You Want To Know:
- What are my customer purchasing patterns by commodity, variety, and grade over time?
- What is my product movement by customer?
- How do my customers compare over a specific time range?
- Is there new potential for increased sales as well as gaps and fall-outs?
Included Templates
A collection of pre-built views included with this view pack to answer common reporting
questions.
-
Top Customers by Total Sales
-
Summary view of top sales by customer.
-
Weekly Customer Product Movement
-
Summary view of product movement by customer and week.
Technical Details
|
|
Name
|
Type
|
|
Block Id
|
Dimensions
|
|
Block Name
|
Dimensions
|
|
Block Settlement Group
|
Dimensions
|
|
Broker
|
Dimensions
|
|
Carrier
|
Dimensions
|
|
Carrier Phone
|
Dimensions
|
|
Color
|
Dimensions
|
|
Commodity
|
Dimensions
|
|
Currency
|
Dimensions
|
|
Current Time
|
Dates
|
|
Customer
|
Dimensions
|
|
Customer Class
|
Dimensions
|
|
Customer Group
|
Dimensions
|
|
Customer Group1
|
Dimensions
|
|
Customer Group2
|
Dimensions
|
|
Customer Group3
|
Dimensions
|
|
Customer ID
|
Dimensions
|
|
Customer PO#
|
Dimensions
|
|
Delivery Date
|
Dates
|
|
Destination Group
|
Dimensions
|
|
Entry User
|
Dimensions
|
|
Equiv Qty
|
Measures
|
|
Grade
|
Dimensions
|
|
Grower Id
|
Dimensions
|
|
Grower Name
|
Dimensions
|
|
Inventory Qty
|
Measures
|
|
Invoice Date
|
Dates
|
|
Invoice Line Type
|
Dimensions
|
|
Label
|
Dimensions
|
|
Last Price
|
Dimensions
|
|
Last Price Reason
|
Dimensions
|
|
Load Id
|
Dimensions
|
|
Lot Id
|
Dimensions
|
|
Lot Name
|
Dimensions
|
|
Method
|
Dimensions
|
|
Order Date
|
Dates
|
|
Order Qty
|
Measures
|
|
OrderId
|
Dimensions
|
|
Original Price
|
Measures
|
|
Pay Terms
|
Dimensions
|
|
PO Ref #
|
Dimensions
|
|
Pool Id
|
Dimensions
|
|
Pool Name
|
Dimensions
|
|
Price
|
Measures
|
|
Product
|
Dimensions
|
|
Product Description
|
Dimensions
|
|
Product Id
|
Dimensions
|
|
Qty
|
Measures
|
|
Region
|
Dimensions
|
|
Report Group 4
|
Dimensions
|
|
Reserve Flag
|
Dimensions
|
|
Sale Price
|
Measures
|
|
Sale Terms
|
Dimensions
|
|
Sales Equiv Qty
|
Measures
|
|
Sales Person
|
Dimensions
|
|
Sales Qty
|
Measures
|
|
Ship Date
|
Dates
|
|
Ship Location
|
Dimensions
|
|
Ship Location Phone
|
Dimensions
|
|
Ship To City
|
Dimensions
|
|
Ship To Country
|
Dimensions
|
|
Ship To State
|
Dimensions
|
|
Ship To Zip Code
|
Dimensions
|
|
Shipper
|
Dimensions
|
|
Shipper Phone
|
Dimensions
|
|
Size
|
Dimensions
|
|
Size Equiv
|
Dimensions
|
|
Status
|
Dimensions
|
|
Storage
|
Dimensions
|
|
Style
|
Dimensions
|
|
Units Per Pallet
|
Measures
|
|
UOM
|
Dimensions
|
|
Variety
|
Dimensions
|
|
Variety Group
|
Dimensions
|
|
Warehouse
|
Dimensions
|
|
Weight Factor
|
Measures
|
|
Weight UOM
|
Dimensions
|
Version 1.0.47
Updated:
08/26/2010
|
New Fields:- Customer Group1
- Customer Group2
- Customer Group3
- Customer Group4
- Destination Group
|
Version 1.0.46
Updated:
06/04/2010
|
What's Changed:- Added a new query to the Query drop down in parameters that allows the user to limit the data by Invoice Date.
|
Version 1.0.45
Updated:
05/04/2010
|
New Fields:
What's Changed:- Added Imported as a potential selection in the Status field.
|
Version 1.0.44
Updated:
04/26/2010
|
What's Changed:- Added a change to speed up data load times.
|
Version 1.0.43
Updated:
03/02/2010
|
What's Changed:- Changed the logic to handle fill instructions that don't consume the entire order line item quantity.
|
Version 1.0.42
Updated:
02/19/2010
|
What's Changed:- Changed the logic to handle fill instructions that don't consume the entire order line item quantity.
|
Version 1.0.41
Updated:
02/19/2010
|
What's Changed:- Changed the logic to handle fill instructions that don't consume the entire order line item quantity.
|
Version 1.0.40
Updated:
02/10/2010
|
New Field
|
Version 1.0.39
Updated:
02/09/2010
|
What's Changed:- The Order Qty field was displaying inflated numbers on completed and invoice lines. This has been adjusted to match how they are totaled in Shipped and Ordered items.
|
Version 1.0.38
Updated:
12/22/2009
|
New Fields:- Product Id
- Product Description
|
Version 1.0.37
Updated:
12/16/2009
|
New Fields:- Last Price
- Last Price Reason
|
Version 1.0.36
Updated:
12/16/2009
|
New Fields:
|
Version 1.0.35
Updated:
10/27/2009
|
New Fields:
|
Version 1.0.34
Updated:
10/09/2009
|
What's Fixed:- Changed the logic on how certain fill types were included into the Sales Order records of the view.
|
Version 1.0.33
Updated:
08/19/2009
|
What's Fixed:- Fixed the date format to include the time aspect so as to work correctly with the Fixed type format.
|
Version 1.0.32
Updated:
07/31/2009
|
New Fields:
|
Version 1.0.31
Updated:
06/18/2009
|
What's Changed:- Removed the "Standard Order" type from the Orders section.
|
Version 1.0.30
Updated:
05/19/2009
|
New Fields:- From Time In
- From Time Out
|
Version 1.0.29
Updated:
03/24/2009
|
New Fields:- Packer Name
- Packer Id
- Size Equiv
|
Version 1.0.28
Updated:
02/26/2009
|
New Fields:
|
Version 1.0.27
Updated:
02/24/2009
|
New Fields:
|
Version 1.0.26
Updated:
01/07/2009
|
New Fields:
|
Version 1.0.25
Updated:
12/04/2008
|
What's Fixed:- Corrected a join for the product groups.
|
Version 1.0.24
Updated:
11/25/2008
|
New Fields:- Product Number
- Product Group 1
- Product Group 2
- Product Group 3
- Product Group 4
|
Version 1.0.23
Updated:
08/26/2008
|
What's Fixed:- Update for currency and double issue on the orders side when direct inventory is assigned.
|
Version 1.0.22
Updated:
08/18/2008
|
What's Fixed:- Update for currency and double issue on the orders side when direct inventory is assigned.
|
Version 1.0.21
Updated:
03/27/2008
|
What's Fixed:- Fixed an issue with the order qty on future orders. Switched it to order qty instead of order icqty.
|
Version 1.0.20
Updated:
03/21/2008
|
New Fields:- Current Time - This is the current system time. This is used for doing date calculations relative to right now.
|
Version 1.0.19
Updated:
03/13/2008
|
New Fields:- Pool Id - This is the grower accounting pools and are related through the inventory side of what was ordered/shipped on invoices and orders.
- Pool Name - This is the grower accounting pools and are related through the inventory side of what was ordered/shipped on invoices and orders.
|
Version 1.0.18
Updated:
02/12/2008
|
New Fields:- Inventory Qty - This is the quantity out of the inventory side and should reflect the weight for most users.
|
Version 1.0.17
Updated:
02/08/2008
|
New Fields:- History Date - This is the date in which the last significant change was made to the invoice.
- Pay Terms - This is the pay terms for the invoice.
What's Changed:- Updated Sales Terms to appropriately reflect sales terms. It was previously displaying pay terms.
- Updated Currency Rate to take the most current rate for the currency type before or on the Invoice Date. This will assure the most applicable rate for every invoice will be used. Previously, this was just the most current rate overall, not based on invoice date.
|
|
|