Matrix Park
Western Avenue, Chorley
Lancashire
PR7 7NB
United Kingdom
Easily review your Sales by Customer, Campaign, Product Class or by individual products.
Our software's Sales By Customer, Category, Product and Group Report is designed to help you easily view your sales in multiple ways to suit your needs.
The report utilises the 3ex.net standard Sales By Customer, Category, Product and Group Reporting Transaction Reporting Rule and Sales By Customer, Category, Product and Group Reporting Transaction Reporting Template. More details about our standard Transaction Reporting Rules and Templates can be found within Transaction Reporting System
The standard Transaction Reporting Template used for Sales By Customer, Category, Product and Group Reporting allows the end user to specify criteria including:
Once the criteria has been entered into the template, the next steps within the Sales By Customer, Category, Product and Group Report 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 the system displays a summary screen at Address level. This gives the end user a quick reference as customer name, number and value of transactions.
At this point in the process the user can choose to export this information to Excel by simply right clicking on the grid.
The screen shot below shows the second consolidation step where the 3ex.net system displays a summary screen at Category (Channel/Promotion) level. This gives the end user a quick reference as to the order method, quantity and value of of transactions.
The screen shot below shows the third consolidation step where the 3ex.net system displays a summary screen at Product level. This gives the end user a quick reference to the Products, quantity and value sold in the reporting timeframe.
The screen shot below shows the last consolidation step where the 3ex.net system displays a summary screen at Product Group level. This gives the end user a quick reference to the Product Class, quantity and value of products sold residing in the class in the reporting timeframe.
The final step of the process allows the end user to either finish without printing or by simply ticking the check box to produce the required report to be produced on screen. As with all standard net 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.
Examples of each of the report layouts can be found within Transaction Reporting System Examples
Should the standard layouts not meet your requirements then a Change Request can be raised to create a bespoke layout for your company needs.
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