More Report Enhancements!
A few more reporting updates to help you manage your business!
We have created a new Orders by Employee Credit report to take advantage of the improved Employee Credit functionality as well as improved the Orders Entered and Sales Goals – Non ABL report to provide more detail.
Orders by Employee Credit : will now show the employee credits points and percentage as well as the individual customers associated to a project or order. You will also be able to see all orders associated with one project.
Orders Entered: has been updated to include a filter for rep contact and project. You will now be able to see all ABL and Non-ABL orders associated with a project and filter by agency rep associations on the Contacts tab.
Sales Goals – non ABL: has been updated to include the ability to see the sales goal against orders entered or orders shipped and billed.
Bravo!
what happened to the invoices by customer report?
The Invoice by Customer report functionality was added to the Invoice report. You can filter by a specific customer or show the report sorted by customer.
The Invoice by Customer report functionality was added to the Invoice report. You can filter by a specific customer or show the report sorted by customer.