Introduction
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| Option | Purpose |
| Date Ordered | Search for Project Parts that were ordered by Customer within the date range |
| Customer | Select which customer or range of customers to report on. |
Output
| Column | Description |
| Project Ref | The project reference. |
| Part Ref | The project part reference. |
| Customer PO | The purchase order entered when placing the order |
| Status | The status of the project part |
| Customer | The customer |
| Contact | The end user who placed the order. |
| Part Title | The title of the project part. |
| Quantity | The quantity ordered |
| Costs to date | The total of the authorised supplier purchase orders for the part. |
| Sale to date | The ‘sale’ value currently showing on the project. |
| Rep Code | The ‘rep-code’ of the ‘rep’ associated with the project’s Customer. |
| Order Date | The date the job part was ordered. |
| Delivery Date | The date the project part will be delivered. |
| Customer Invoiced | Date the customer invoice was issued |
| Suppliers Invoiced | The most recent date a supplier invoice was received |
| Nominal Ledger | Account Manager | AdministratorThe nominal ledger code for the Customer |
| Administrator | The administrator assigned to the project part |
Profit By Customer
Profitability by customer for project parts and orders where all invoicing is complete, filtered by invoice date.
Note that this report only relates to Projects ( it excludes Stock Orders ).
Filters
| Option | Purpose |
| Invoice Date | Find the last invoice that falls within this date range. |
| Customer | Select which customer (or select all customers ) to report on. |
Output
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| project reference. |
| Customer | The customer. |
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| Contact | The end user who placed the order. |
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| Part Title | The title of the job. |
| Total |
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| Customer Invoice | Total value of |
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| customer invoices for the |
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| project. |
| Total PO | The total value of supplier POs for the |
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| project. |
| Total Supplier Invoice | The total value of the supplier invoices received for the job. |
| Profit | The profit for the |
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| project-part (i.e. ‘Total Sale’ – ‘Total Supplier Invoice’). |
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| Rep code | The ‘rep-code’ of the ‘rep’ associated with the |
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| Date Invoiced | The date of the latest sales invoice. |
| Group | The group of customer users within the Customer |
| Administrator | The administrator assigned to the project part |
| Project Type | The name of the Catalogue Item |
| Customer PO | The customer PO number |
| Date Ordered | The date the item was ordered |
| Date Despatched | The date the item was despatched |
| Quantity | The quantity ordered for the project part |
Performance by Supplier
This report shows a summary the number and value of project parts won, lost, declined, etc. withing a given period of time “Rating by Product” shows supplier ratings for each type of product.
Options
| Option | Purpose |
| Date Range | Find jobs that were ordered by the customer within this date range. |
Output
| Column | Description |
| Supplier | The supplier the rating is applicable for |
| Quotes Submitted | The number of project parts the supplier quoted for. |
| Quotes Ordered | The number of project parts the supplier won. |
| Quotes Requested | The number of quote requests the supplier received |
| Not Submitted | The number of project parts the supplier did not quote for. |
| Not Ordered | The number of project parts where the customer did not place the order. |
| Declined | The number of project parts the supplier declined to quote for. |
| Lost | The number of project parts where order was placed but another supplier won it. |
| Avg Hours to Quote | The average number of hours taken to provide the quotes by the supplier |
| Avg Days to Quote | The average number of days taken to submit the quotes by the supplier |
| Avg Hours to Order | The average number of hours between the supplier submitting their quote and a PO being issued to them |
| Avg Days to Order | The average number of days between the supplier submitting their quote and a PO being issued to them |
| Avg Quote Value | The average value of the quotes submitted by the Supplier |
| Avg Pending Value |
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| Avg Lost Value | The average value of orders lost by the supplier |