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Published byPrimrose Melton Modified over 9 years ago
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA “Getting the Numbers” (Communique - Dashboard - Reports)
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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?
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard Security Basic functionality Options
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard – Security Order Manager Security Password Protect
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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
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Dashboard - Options Options Menu Animate
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Reporting Accounting Value Products Invoices
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Accounting Accounting Summary Accounting Summary New Sales Tax
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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.
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Accounting Sample
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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
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax - Sample
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax - Sample
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax from History Uses History Date Data does not change
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales Tax from History
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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.
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Inventory Value New
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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
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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
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Product
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Product and Customer
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Sales by Customer and Product
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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
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Invoices
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Invoice Parameters InvoiceBackOrderMessage InvoiceCopies InvoiceOrderNumberLabel ShowBillToEmailOnInvoices ShowShipMethodOnInvoices ShowPhoneNumbersOnInvoices ShowPartsOnInvoices
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2010 User Conference April 23 rd – 25 th, Philadelphia, PA Customer Statement
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