Minimum Version Required: 22.01
Pre-Conditions
A report with pinned filters: Customer ID and Product ID.
Steps
How to View Reports in Invoice Edit Plus
Invoice Edit Plus provides valuable sales data at-a-glance while talking to retailers using the Reports Widget. Data includes common reports such as MTD Sales, YTD sales, sales goals, and much more. Having this information translates to a more informed user and increases sales.
1. Using the Universal Search Bar, navigate to the Invoices table.
2. Click the arrow icon of the specific invoice to view details.
3. Click the Edit button to edit the invoice.
4. Click the Edit Widget button.
5. Click the 'Select Report' button.
6. Choose a Report then click Select.
7. Choose the Graph you prefer to use.
8. Click the Save Widget button once done.
9. Click Reports to see the report you saved in a graph type then click Save Changes.
Fields And Definitions
Invoice # - The unique id for the invoice
Date - The date of delivery (this comes from the load sheet)
Load Sheet - This shows the unique load sheet ID and the route
Entered By - The person who edited the invoice last
Product - The Product Name
Inventory - The inventory of this product for the customer, not the distributor
Price - The actual Price charged to the customer
On Floor Inventory - The amount of cases available to invoice
DOI - Based on sales history, the Days of Inventory this customer currently holds
Reports - This is the Reports widget. You now have valuable sales data at-a-glance while talking to retailers. Data could include common reports such as MTD Sales, YTD sales, sales goals, and much more. Having this information will translate to a more informed user and increased sales.