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
Title | Description |
---|---|
Route | Route number and responsible person on it. |
Visits | Number of visits made on a date or period:
|
Sold, $/unit | Amount or number of shipments for specified period minus refunds for the period (according to documents Shipment). |
Ordered, $/unit | Amount 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, $/unit | Amount or quantity of returned SKUs (according to documents Return). |
Paid | Amount 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
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 .