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Introduction
The report presents mutual settlements for the selected period, which were carried out with the client in general or the point of sale in particular.
The report has two options for presenting information:
- Turnover by customers,
- Turnover by retail outlets.
If returns or payments from customers are received not only through the mobile application, the data in the report may not correspond to the data in the company's ERP.
This is due to the fact that when implementing, as a rule, from the ERP to ST-Mobi.com payments and returns are not loaded, but only shipments.
If it is necessary to achieve complete convergence of the report data between ST-Mobi.com and the ERP - individual modification of the data exchange module in the ERP may be required.
For more information, contact technical support.
Report Attributes
| Title | Description | |
|---|---|---|
| Mutual settlements | Initial balance | Balance at the beginning of the billing period. The data is imported from the ERP. |
| Shipped | Amount from the shipment documents. | |
| Paid | Amount from Cash Receipt Orders documents. | |
| Final balance | Balance at the end of the period. The data is imported from the ERP. | |
| Owner | Owner | Owner of the outlet is displayed based on the data of their directory Owners. |
| Outlet | Point of sale | Point of sale is displayed based on the data of their directory Points of Sales. |
| Type of Outlet | Type of outlet. | |
| National chain | National chain is displayed based on the data of their directory Chains. | |
| Regional chain | Regional chain is displayed based on the data of their directory Chains. | |
| Address | Address of outlet. | |
| Documents | Date | Date of creating document. |
| Date and Time | Date and Time of creating document. | |
| Document code | Document Code of the shipment or receipt cash order. | |
Turnover by Customers
By default, the first report screen displays summary information for all clients and looks like this:
When selecting a client of interest, you can proceed to viewing a more detailed report on the outlets of this client.
To do this, click on the line with the name of the client.
The report will look like this:
When selecting a point of interest, it is possible to view a detailed report on the documents for this point of sale.
To do this, click on the line with the name of the outlet.
The report will look like this:
You can open the documents for viewing and study the details of the items by clicking on the link in the Document Code column.
Additional features of the Customers Report
| Icon | Title | Description | Example |
|---|---|---|---|
| Export to Excel totals for all clients | Exporting of information on customer relations in Excel format. |
|
| Export to Excel totals for the selected client | Exporting of information on the relationship with the outlets of the selected client in Excel format. |
|
| Export to Excel details for the selected client | Exporting of information about documents within the selected point of sale of the client. |
|
Turnover by Retail Outlets
To view the report in the retail outlets mode, click All points of sales.
The report looks like this:
When selecting a point of sales, it is possible to view a detailed report on the documents for this point of sale.
To do this, click on the line with the name of the outlet.
The report will look like this:
You can open the documents for viewing and study the details of the items by clicking on the link in the Document Codes column.
Additional features of the report on Retail Outlets
| Icon | Title | Description | Example |
|---|---|---|---|
| Export to Excel totals for all outlets | Exporting of information on relationships with retail outlets in Excel format. |
|
| Export to Excel details for the selected client | Exporting of information about documents within the selected point of sale of the client. |
|
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