Statement Report - ACH Pull
Navigation: Reports> Standard> Statements
Type = Sales
Location = Supplier Location
Date Range = Week you want to pull ACH for
Group Statements By = (None)
Build Report
ACH Report by Franchisee Network
Navigation: Location Console> Exchange
Export Invoices
Choose Date Range
Export to Excel
Sort by Group (Franchisee Name)
Credit Review Report
*Useful for the CML to review after invoicing is completed. This allows the CML to review notes on damaged product and review packing errors with their team.
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Navigation: Reports> Standard> Credit Review
Type = Sales
Location = Supplier Location
Date Range = Single Day (date you are going to invoice)
Production Unit = (no unit mask)
Click Build Report (stores should have entered a note on the order stating the reason for the credit request; this note will appear on the credit review report)
Order Statistics - Sales by Category EQD
Navigation: Reports> Summary> Order Statistics
Locations -Supplier Location
Date Range - Previous Week
Day of Week - All Days
Unit - Equivalent Dozen*
Layout Document
All Contacts
All Products
Columns and Groups
Column Specification | Group Specification |
Toggle Drop Down to (None) | Uncheck Everything except: |
Hold <CTRL> | |
Sum Units Ordered Sum Units Invoiced Sum Value Ordered Sum Value Invoiced | Contact |
Format Excel
Build Report
Add a column Credits
In the cell after Sum Value Invoiced of the first location, enter the formula = Sum Value Invoiced - Sum Value Ordered
Copy the formula down for each of the locations
Sum the column. This value should equal the total Sum Value Invoiced - Sum Value Ordered found at the bottom of the sheet.