Claritum Standard Reports
- Kasia Czwarkiel (Unlicensed)
- James Leeson (Unlicensed)
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 project parts 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
Filters | Purpose |
Date Ordered | Search for Project Parts that were ordered by Customer within the date range |
Customer | Select one specific customer or all 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 name |
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 | The 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 ).
The following conditions need to be met for a project part to appear on this report:
All project parts have been ordered
The project part needs to have at least one Sales Invoice and all sales invoices need to be issued
The project partAll supplier invoices have been received
Filters | Purpose |
Invoice Date | Find the last invoice that falls within this date range |
Customer | Select one specific customer or all customers to report on |
Column | Description |
Project Ref | The project reference |
Customer | The customer the Project Part was created for |
Contact | The end user who placed the order |
Part Title | The title of the project part |
Total Customer Invoice | Total value of customer invoices for the project part |
Total PO | The total value of supplier POs for the project part |
Total Supplier Invoice | The total value of the supplier invoices received for the project part |
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 the 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 of the supplier performance showing the numbers and values of project parts won, lost, declined, etc.
Filters | Purpose |
Date Requested | Find project parts where the quote request was sent within this date range |
Column | Description |
Supplier | The name of the supplier |
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 | The average value of Purchase Orders have not been approved yet for the supplier |
Avg Lost Value | The average value of orders lost by the supplier |
Rating By Product
The “Rating by Product” report shows supplier ratings for each type of product.
Filters | Purpose |
Date Completed | The date the Supplier Services were completed |
Product | the Name of the Catalogue Item |
Column | Description |
Supplier | The supplier that provided the product |
Quality | The average Quality rating the supplier received |
On Schedule | The average On Schedule rating the supplier received |
On Budget | The average On Budget rating the supplier received |
Product Code | The Product Code entered on the Catalogue Item |
Product | The Catalogue Item within the catalogue |
Invoice by Customer
This report shows the customer invoice lines for the project parts.
The invoice line will only show on this report once it has been issued to the customer.
Filters | Purpose |
Invoice Date | This is the date chosen on the invoice |
Customer | This allows to select the Customer the invoice relates to |
Column | Description |
Customer | The Customer the invoice was created for |
Group | The group of customer users within the customer |
Contact | The end user for the customer |
Invoice Number | The invoice number generated by the system |
Invoice Date | The date entered on the invoice |
Project Ref | The project reference the invoice was created for |
Catalogue Ref | The Product Code on the Catalogue Item |
Project Type | The name of the Catalogue Item |
Administrator | The administrator on the project part |
Customer PO | The Purchase Order number provided by the customer |
Quantity | The quantity ordered |
Net | The net value of the invoice line item |
Tax | The value of the tax applied |
Gross | The total of net and tax of the invoice line items |
Stock Valuation
This report shows a list of stock values by customer and date
Filters | Purpose |
Stock Date | The report will show values from the chosen date |
Customer | Select the customer to which the stock relates |
Column | Description |
Product Code | The Product Code entered on the Catalogue Item |
Product Name | The Product Name entered on the Catalogue Item |
Folder | The folder where the stock item is located |
Location | The location of the stock unit in the warehouse |
Customer | The customer name |
Warehouse | The warehouse where the stock is located |
Project Ref | The project reference |
Minimum Stock | The minimum stock available |
Reorder Level | The reorder level set on the stock item |
Available Units | The number of available stock units |
Current Units | The current amount of stock units |
Backorder Units | The number of units on backorder |
Available Cost Value | The cost value of the stock unit |
Available Sale Value | The sale value of the stock unit |
Uninvoiced Costs
This report shows completed projects where supplier invoicing has not been completed
Filters | Purpose |
Completed Date | The report will show completed projects within the selected date range |
Supplier | Filter projects by specific suppliers |
Column | Description |
Supplier | The name of the winning supplier on the project |
Customer | The name of the customer on the project |
Services | The services selected against the project |
Project Ref | The project reference |
Order Ref | The order reference |
Purchase Order | The purchase order number on the project |
Part Title | The project parts title |
Created | The date the project was created |
Ordered | The date the project was ordered |
Completed | The date the project was completed |
Total Cost | The total cost of the project |
Purchase Order Value | The purchase order value |
Total Received | The total value received |
Uninvoiced | The remaining value uninvoiced |
Uninvoiced Sale
This report shows completed projects where supplier invoicing has not been completed
Filters | Purpose |
Completed Date | The report will show completed projects within the selected date range |
Supplier | Filter projects by specific suppliers |
Column | Description |
Customer | The name of the customer on the project |
Project Ref | The project reference |
Order Ref | The order reference |
Purchase Order | The purchase order number on the project |
Part Title | The project parts title |
Created | The date the project was created |
Ordered | The date the project was ordered |
Despatched | The date the project was despatched |
Total Sale | The total sale of the project |
Total Invoiced | The total value invoiced |
Uninvoiced | The remaining value uninvoiced |
Stock Orders
This report lists all stock orders by customer
Filters | Purpose |
Date ordered | The report will show orders within the selected date range |
Customer | Filter projects by specific customers |
Column | Description |
Customer | The name of the customer on the order |
User | The name of the customer user on the order |
Group | The group of the customer users within the Customer |
Customer Tag | The tag assigned to the customer Customer |
Purchase Order | The purchase order number on the project |
Order Ref | The order reference |
Date Ordered | Date the order was placed |
Delivery Date | Delivery Date set on stock order |
Despatch Date | The date the project was despatched |
FAO | The user set as the FAO on the order |
Company | The company on the delivery address |
Street | The street on the delivery address |
City | The city on the delivery address |
County | The county on the delivery address |
Postcode | The postcode on the delivery address |
Country | The country on the delivery address |
Courier | The courier set on the order |
UID | The unique ID for each stock order |
Delivery Ref | The delivery reference |
Item Ref | The item code being ordered |
Description | The item description |
Unit Price (GBP) | The price of each unit |
Quantity | The quantity of the item being ordered |
Boxes (GBP) | The quantity of the item being ordered if in boxes |
Value | The total value of the stock item being ordered |
Delivery Cost (GBP) | The delivery cost value |
Delivery Sale (GBP) | The delivery sale value |
Sourcing by Order Date
Summarises minimum, maximum, average and selected supplier costs for each ordered job
Filters | Purpose |
|---|---|
Order Date | Search for Project Parts that were ordered within the date range |
Customer Tag | Select customers by their customer tag or all customers to report on |
Output
Column | Description |
|---|---|
Customer | The customer on the project |
Contact | The customer user on the project |
Product Category | The category set against the item being ordered |
Service | The service requested by the customer |
Project Ref | The project reference |
Order Ref | The order reference |
Project Title | The project title |
Created | The date the project was created |
Quoted | The date the project was quoted |
Ordered | The date the project was ordered |
Quote Days | The amount in days between the quote request being sent and responses received |
Quantity | The total quantity of the project |
Number of Suppliers | The total number of suppliers on the project |
Number of Responses | The total number of responses received |
Selected Supplier | The winning supplier |
Other Suppliers | Other suppliers selected on the project |
Max Cost | The maximum cost possible on the project |
Avg Cost | The average cost across the project |
Min Cost | The minimum cost possible on the project |
Selected Cost | The cost of the selected supplier |
Sourcing by Quote Date
Summarises minimum, maximum, average and selected supplier costs for each ordered job
Filters
Filters | Purpose |
Date requested | Date the quote requests were sent |
Supplier | Select suppliers by their name or all suppliers to report on |
Output
Column | Description |
Customer | The customer on the project |
Contact | The customer user on the project |
Product Category | The category set against the item being ordered |
Service | The service requested by the customer |
Supplier | The supplier selected on the project |
Project Ref | The project reference |
Part Title | The part title |
Project Title | The project title |
Created | The date the project was created |
Quoted | The date the project was quoted |
Declined | Shows wether the order was declined by the supplier or not |
Quote Days | The amount in days between the quote request being sent and responses received |
Ordered | The date ordered |
Quantity | The total quantity of the project |
Number of Suppliers | The total number of suppliers on the project |
Number of Responses | The total number of responses received |
Max Cost | The maximum cost possible on the project |
Avg Cost | The average cost across the project |
Min Cost | The minimum cost possible on the project |
Selected Cost | The cost of the selected supplier |