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 | |
| Account Manager | |
| Administrator |
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 |
| Job Ref | The job reference. |
| Customer | The customer. |
| Customer Member | The end user who placed the order. |
| Job Title | The title of the job. |
| Total Sale | Total value of sales invoices for the job. |
| Total PO | The total value of supplier POs for the job. |
| Total Supplier Invoice | The total value of the supplier invoices received for the job. |
| Profit | The profit for the job-part (i.e. ‘Total Sale’ – ‘Total Supplier Invoice’). |
| Profit Margin | The profit ‘margin’. |
| Rep code | The ‘rep-code’ of the ‘rep’ associated with the job’s Customer. |
| Invoice date | The date of the latest sales invoice. |