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Pre-sale (33)
Delivery (42)
Administration (60)
Collection (7)
Visits (17)
Road sale (29)
Forms (1)
Reports (27)
Components (8)
Ticket (9)
Sales Tracking Report
Have a report in which you can have a comparison of sales and sales target for each month. It would be ideal to have filters by date, area and seller, so that users can consult it and identify the level of backwardness compared to the budget.
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Reportes
1
Net Amount Goals (Excluding Taxes)
For the rest of the brands, we need to set goals based on the monetary amount, but calculated on the subtotal before taxes. Currently, the calculation with taxes distorts the actual achievement of the goal
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Reportes
1
Quotas per Kilogram
We need the ability to set sales quotas for the “Cookies” product group measured specifically in KILOS, regardless of monetary value or pieces, to align with our actual volume metric.
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Reportes
1
Add amount delivered to credit in delivery tracking
Currently only the cash data comes in, and you can't get a report of what was given on credit, even though we have the data, we don't show it.
4
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Reportes
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planned
8
add “delivery result” field to endpoint /api/v2/SalesOrder
This helps to have a more explicit detail of the order status via API
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Reportes
2
Daily sales goal
Add the option to have daily goals, for now we only have monthly and weekly goals.
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Reportes
2
Create sales goals per customer
Adding a goal to establish sales amount per customer, this works to give them special prices or promotions based on sales amount.
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Reportes
3
add updated field to all endpoints
Incremental synchronization More efficient ETL/replication
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Reportes
1
Add information to the load sheet
That when a load of several products is carried out, the following may appear: 1.- Numbered from 1 to 100 or those that are placed in the load 2.- Total amount carried in the products per piece 3.- The price of each product That this is reflected when printing the load sheet
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Reportes
1
Total sales amount per customer report
View the amount in $ of orders placed, during the range you select. What is requested is to consult how much was sold to the customer, it works mainly to obtain monthly or annual reports. The data is already included in “Customer Activity”, but due to the amount of information in the report, it is not possible to download an excel older than 2 months.
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Reportes
1
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