Reports

This report identifies customers with conflicting orders for the respective manufacturer and market within a specified cancel date range and miles radius of one other.

In this example, we’re searching for a list of customers in conflict with the following criteria:
– Their (mfr) luna orders have deliveries from 05/25/2012 thru 06/05/2012 (for any market)
– Within 0.5 miles of one another

Our results display 2 sets of conflicting customers. e.g.; Tiffany’s & Co, Greenapples are in conflict with Dream Scene.

We have revised the export options available for all reports by replacing “xlsx” and “xls” with “Excel / CSV.” This new option generates a text file that is best opened in Excel.

You can now enter notes from any report result generated for customers. This eliminates the need to go back to the customer page and look up the customer or to switch between windows.

you can now add notes for customers that are listed in the following reports:

– Customer Ranking Report
– Customer With no Orders
– Customer With no Orders Periodical
– Potential customers for mfr
– Sales Analysis Report
– Sales Cust Mfr Detail Report
– Sales Mfr Detail Report

You are now able to run the “Sales – Summary/Detailed” report by “Cancellation” in Showroom Exchange. This will let you run reports that show orders that have been partially or fully cancelled. Also, you can further break down this report to show the different reasons that the orders were cancelled.

We’ve added a new feature to the “open orders report” that lets you search for open orders based on the dollars amount in addition to the percentage open.

For example, now you can search for orders that are $100 or more open in addition to a % search, e.g., 60% or more open