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

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Presentation on theme: "2010 User Conference April 23 rd – 25 th, Philadelphia, PA “Getting the Numbers” (Communique - Dashboard - Reports)"— Presentation transcript:

1 2010 User Conference April 23 rd – 25 th, Philadelphia, PA “Getting the Numbers” (Communique - Dashboard - Reports)

2 2010 User Conference April 23 rd – 25 th, 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?

3 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard Security Basic functionality Options

4 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard – Security Order Manager Security Password Protect

5 2010 User Conference April 23 rd – 25 th, 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

6 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard - Options Options Menu Animate

7 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Reporting Accounting Value Products Invoices

8 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Accounting Accounting Summary Accounting Summary New Sales Tax

9 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Accounting vs. Accounting New Accounting numbers change over time, New does not. Accounting based on various dates, New based on History date.

10 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Accounting Sample

11 2010 User Conference April 23 rd – 25 th, 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

12 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax - Sample

13 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax - Sample

14 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax from History Uses History Date Data does not change

15 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax from History

16 2010 User Conference April 23 rd – 25 th, 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.

17 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Inventory Value New

18 2010 User Conference April 23 rd – 25 th, 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

19 2010 User Conference April 23 rd – 25 th, 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

20 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Product

21 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Product and Customer

22 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Customer and Product

23 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Invoices Many template options in the Invoice Template parameter Many configuration options in Reports parameter group. Customer Statements also available

24 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Invoices

25 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Invoice Parameters InvoiceBackOrderMessage InvoiceCopies InvoiceOrderNumberLabel ShowBillToEmailOnInvoices ShowShipMethodOnInvoices ShowPhoneNumbersOnInvoices ShowPartsOnInvoices

26 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Customer Statement


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