Orders feed the Insights report pack
What moves
The Orders and fulfilment report pack reads orders, deliveries and returns and shows the order funnel, money in orders not yet shipped, monthly order value, deliveries and returns by state, warehouse shipments and invoiced value.
Before you start
- Insights, Sales Orders, Inventory and Accounting in your plan
- Permission to view orders, stock moves and invoices
Step by step
- Sales managerInsights — Business Intelligence & Apps
Installs the Orders and fulfilment report pack.
You see:The ready-made reports appear.
Reads orders, deliveries and returns.
You see:The charts fill with live numbers.
- Sales managerInsights — Business Intelligence & Apps
Opens a chart.
You see:The numbers behind it are shown.
Related
- Insights — Business Intelligence & Apps
- Sales Orders & Fulfilment
- Payroll status appears on the month-end page
- People reports read HR under each manager's own scope
- Project tasks feed Insights apps
- A person presses a button in an app and a manager approves in HR
- A ready-made report is installed once and read by people who see different numbers
- Connections between modules