Table of Content

Introduction

Daily Routes Report displays detailed information about daily routes: number of fact and unplanned visits, amount of SKUs sold, ordered, paid for by dates and route.
By default, the report is built for the current day along its route.

Calling dialog form:  > Reports > Daily routes

Report Fields

Header part

Header part displays names of routes and period for which report is being built.
Data in report is grouped by date.

Table part

TitleDescription
RouteRoute number and responsible person on it.
VisitsNumber of visits made on a date or period:
  • Fact — fact visits,
  • Plan — planned visits,
  • Additional — additional visits.
Sold, $/unitAmount or number of shipments for specified period minus refunds for the period (according to documents Shipment).
Ordered, $/unitAmount or number of orders for specified period (according to documents Order).
Shipped, %Percentage of orders delivered (ratio of amount of orders collected to amount of shipment based on them).
If information in report is displayed in quantitative equivalent, column is not displayed.
Returned, $/unitAmount or quantity of returned SKUs (according to documents Return).
PaidAmount from documents Incoming Cash Orders for specified period (when displaying amount is hidden).

Clicking on route name opens Visits Report for selected route and date.

Data selection and report period

To set reports period / date, click , select date or specify begin and end of period.
To select routes to display, click  and set flags next to desired entries.
To display information in report not in monetary terms, but in quantitative terms (how many units of goods were sold or ordered), click  and choose Quantity.
To update data in report, click .

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