ION Reports – Old and New Jeff 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

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Summary New Reports Schedules Report Transfers Report Tap Performance And more Old Reports, New Features Sales Report UX Surveys Advanced Reporting Techniques

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