Introduction
This document describes the function and purpose of each of the standard online reports accessible from the ‘Reports’ section of the Claritum System.
The reports are designed to focus on key aspects of system activity and provide the means for the user to view the report content on-screen for immediate reviewing and also to be downloaded for further manipulation and subsequent formatting using ‘offline’ tools.
Reports
Progress By Customer
This report lists all the current project-parts together with the monetary values for each part.
Note that this report only relates to Projects where orders where placed ( it excludes Stock Orders and Quotes ).
The following conditions need to be met for a project part to appear on this report:
- A customer order has been received for the part and at least 1 supplier order (PO) has been sent.
- The project has not been marked as ‘closed’.
- All of the sales invoicing has NOT been issued (i.e. there are still sales invoices pending for this project part).
- Not all of the supplier invoices have been received.
Filters
| 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 | The 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
| Column | Description |
| Project Ref | The project reference. |
| Customer | The customer. |
| Contact | The end user who placed the order. |
| Part Title | The title of the job. |
| Total Customer Invoice | Total value of customer invoices for the project. |
| Total PO | The total value of supplier POs for the project. |
| Total Supplier Invoice | The total value of the supplier invoices received for the job. |
| Profit | The profit for the project-part (i.e. ‘Total Sale’ – ‘Total Supplier Invoice’). |
| Rep code | The ‘rep-code’ of the ‘rep’ associated with the project part’s Customer. |
| 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 | |
| Avg Lost Value | The average value of orders lost by the supplier |