ION Reports – Old and NewJeff Gast and Mike York

Wednesday August 13, 2014

Agenda

• New Reports• Transfers Report • Purchases and Laid-in Costs• Schedules Report• Tap Performance • And more

• Old Reports, New Features• UX Surveys• Sales Report

• Advanced Reporting Techniques

Transfers Report

• Easy view of truck and warehouse transfers• Also see write-off and repack information• Audit product movement

Transfers Report

Purchases Report

• Audit ordered and received quantities• Check when receipt and bill are expected• Now shows unit cost components

Laid-in Costs

• Breakdown of all laid-in costs• Compare laid-in cost to FIFO cost• View costs for all suppliers and warehouses

Sales Tax

• Audit taxable sales• Breakdown total tax by city, state, county, etc.

Sales Margin

• Company wide performance report• High level comparison of sales, costs, and margins

Pricing and Promotions

• View all pricing possibilities• Audit pricing by product and customer• Create pricing catalog for salespeople and customers

Schedule Report

• Clean view of all employee schedules• View sales information by day of the week• Track off-schedule events• Determine no-buy customer days

Tap Performance Report

• Detailed overview of tap shares• Identify target customers for new lines• Measure draft market share

Surveys

• Ability to view missed accounts • Select all and Deselect all

New Survey Reports

• Results by Answer• Breakdown of survey question regardless of survey• Easy to evaluate

• Results by Survey• Clear breakdown of survey results• Dashboard view

New Survey Reports

• Results by Answer

• Results by Survey

Delivery Adjustments

• Subtotals now available• Include voided orders• View item date codes• Include transaction date• Current year month-by-month

Delivery Adjustments

Formulas

Advanced Filtering

Sales Report vs. Sales Performance

• Sales Report• One time frame• Moved fields and figures

• Sales Performance• Comparing multiple time frames• View year and month rankings• Match sell days and include pending orders

eoTouch ION Reports

• Download• DX• Non-DX• Favorites• Email

eoTouch ION Reports

Summary

• New Reports• Schedules Report• Transfers Report • Tap Performance • And more

• Old Reports, New Features• Sales Report• UX Surveys

• Advanced Reporting Techniques

Discuss | Ask | Suggest

• Jeff Gast• jeffg@eoStar.com

• Mike York• mikey@eoStar.com