Reports

Customer/product league tables

Easily identify your Top Customer and most popular products. Alternatively use the report to identify your bottom customers and slow moving products.

Our software's Customer/Product League Report is designed for easy analysis of your best customers and top selling products.

The report utilises our software's Transaction Reporting System .

The standard Transaction Reporting Template used for Customer/Product League Reporting allows the end user to specify criteria including:

  • Address (Specify a range of customers or leave blank to include all customers on the report)
  • Transaction Date (Specify a range of transactions to include on the report within a particular date range)
  • Creation Date (Specify a range of transaction based on when they were initially created to be included on the report)
  • Hold Reason (Specify a particular reason such as "Restricted Product" for the report to find matching transactions at the Invoiced workflow stage.)
  • Product (Specify a range or an individual product for the report to find matching transactions at the Invoiced workflow stage.)
  • Supplier (Specify a range or an individual Supplier for the report to find matching transactions at the Invoiced workflow stage.)
  • Drop down selection of Transaction Reserved Status (Specify if the report generated should only include part or wholly unfulfilled transactions at the Invoiced workflow stage. The screen shot below displays all variants for this criterion)
  • Drop down selection of Transaction Line Reserved Status (Specify if the report generated should only include part or wholly unfulfilled transaction lines at the Invoiced workflow stage.)

 Customer/Product League

Once the criteria has been entered into the template, the next steps within the Customer/Product League reporting allows the user to review the report details on screen in a consolidated format for ease of viewing the transaction details allowing the user to decide whether or not they need to produce a printed report. The screen shot below shows the first consolidation step where our software's system displays a summary screen at Address level. This gives the end user a quick reference as to the customers, number and value of transactions. The standard data grid functionality allows the columns to be sorted and summed together.

At this point in the process the user can choose to export this information to Excel by simply right clicking on the grid.

Customer/Product League

The screen shot below shows the second consolidation step where the software system displays a summary screen at product level. This gives the end user a quick reference as the quantity and value of products sold. Again, the standard data grid functionality allows the columns to be sorted and summed together and the user can choose to export this information to Excel by simply right clicking on the grid.

Customer/Product League

The final step of the process allows the end user to either finish without printing or by simply ticking the check box, the standard 3ex.net Customer/Product League Report display is produced on screen. The user can then specify from the drop down options how they wish to view the results.

Customer/Product League

The user is able to choose from the following drop down selection options:

  • League By: Customer or Product
  • Sort By: Quantity, Order Count, Nett Value or Gross Value
  • Top: Specify the number of Customers/Products to make up the League table

Examples of the display layouts follow:

Customer By Gross Value: Analyse and identify your top spending customers, make an effort to ensure your highest spenders get great service!. The standard report layout displays the customers code and name, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard.

Customer/Product League

Customer By Order Count: Analyse and identify your top repeat customers, with this information you can market your customers more selectively for different offers. The standard report layout displays the customers code and name, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard.

Customer/Product League

Customer By Quantity: Analyse and identify your customers who purchase the greatest quantity of products and get ready to offer them a discount!. The standard report layout displays the customers code and name, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard.

Customer/Product League

Product By Order Count: Analyse and identify your most popular products. The information provided in the report will allow you to make decisions on whether or not to keep or add to product ranges. The standard report layout displays the Product code and description, supplier, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard.

Customer/Product League

Product By Quantity: Analyse and identify your least popular products. The information provided in the report will allow you to make decisions on whether or not to keep or add to product ranges. The standard report layout displays the Product code and description, supplier, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard.

Customer/Product League

Product By Nett Value: Analyse and identify your most profitable products. The information provided in the report will allow you to make decisions on whether or not to keep or add to product ranges. The standard report layout displays the Product code and description, supplier, Total Number of Orders, Total Quantity of Products, Total Nett, VAT and Gross Values. Pie chart representations of the data are included as standard. In our example report, our best selling product, the 5mm Nut is actually our least profitable!

Customer/Product League

As with all standard reports, the data displayed on screen can then subsequently be exported to csv, pdf or excel format by simply clicking the save icon and choosing the preferred format.

Should the standard layout not meet your requirements then a Change Request can be raised to create a bespoke layout for your company needs.