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Johnstone Supply Database Users Executive Reporting Tool.

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Presentation on theme: "Johnstone Supply Database Users Executive Reporting Tool."— Presentation transcript:

1 Johnstone Supply Database Users Executive Reporting Tool

2 Program Overview Allows Owners to easily track sales, inventory, receivables and payables from their PC Simple one click access to a variety of information Different access levels allow owners to choose what sections users are allowed to use / see

3 Store Page Goals Lines Sales and Gross Profit Goals for the Month are graphed with actual sales Multiple Locations All sales figures can be viewed as Individual Locations are as Combined figures Sales $ Gross Profit $

4 Store Page 2 See Goals Daily Check if goals are met on a daily basis Multiple Locations Switch between locations with a single click. Choose to Graph sales from these time periods

5 Invoicing – Payment Methods Break out Pay Methods Top Ten Invoices See the top Invoices daily

6 See Top Ten Invoices from any day Select a Date And see the top Invoices from that day Click pie slice for details

7 Select a Single Payment Method Click credit slice to see detailed Credit Memo info Top Ten Credit Memos See the top Credit Memos for any given day.

8 Invoicing – Finding Credit Details Simply Copy and Paste Invoice Number into DBS system to find full credit details Double Click a Credit in the List to open details for that item

9 Invoicing – Shipping Methods See breakdown of Shipping Methods Top Ten Deliveries See the top Shipped, Delivered and Counter Invoices

10 Invoicing – Credits Easily Spot days with Large Credits Top Ten Credits / Cash Refunds

11 Branch Transfers, Internet Orders Conveniently view sales numbers for these type of orders. Easily graph…. Branch Transfers, Sales to Other JS Stores and Internet Orders

12 Detailed Top Ten Lists View the top 10, 20, 50 or 100 Invoices over a given time period Select From These Invoice Types….

13 Service Fill Rates View Fill Rates for a specific Inventory class Graph Rates by Lines, Units or $ Amount

14 Service – Top Ten Lists See Backordered Products, Best Sellers, etc. Select from these Service Types

15 Purchasing Breaks out Vendor Direct, Corporate, etc. Top Ten Purchase Orders

16 Purchasing – Overdue PO’s See Outstanding and Overdue PO totals side by side Top Ten Overdue PO’s

17 Purchasing – Open PO’s Top Ten Open PO’s Double Click an entry in the list to view PO #, Due Date and other info

18 Purchasing – Other PO Types Choose between Next Day, Canceled and Preseason PO’s

19 Purchasing – Top Ten Lists Quickly list PO #’s and due dates of all open PO’s Select from these PO Types

20 Inventory See information updated daily that is cumbersome to get from the DBS system Choose the time period over which to graph Inventory values

21 Inventory – Select a Class See specific info for the selected product class. Select a single Inventory class

22 Inventory – Excess Items View the top fifty Products with an Excess Value in the Selected Class This screen shot shows Excess Items for Products that have been discontinued (Totaling: $13,131)

23 Inventory – Items Below ROP View top Products that are below ROP Quickly see if the product is stocked at another of your Locations

24 A/P, A/R and Bank View current A/P, A/R, and Bank totals. Owners would control who has access to information. Currently Under Development

25 Adding Multiple Locations Have Saturdays count as a Full Workday, Half Workday or No Workday in your monthly projections. Add several Locations and view data combined or from individual locations

26 Adding Monthly Projections Fill in Sales Projections and Gross Profit Percent Goals for all Locations

27 Features and Benefits Make better business decisions with information at the click of a button Turn Data into $$$ by turning dead and excess inventory into cash With Graphing – see trends faster Become more aware of what is happening in your business

28 Program Summary Rollout is projected for Spring 2004 This is our custom system and can be updated to suit our needs Specifications and Hardware Requirements are forthcoming after the first of the year Please send comments / suggestions via email to DatabaseSupport@johnstonesupply.com DatabaseSupport@johnstonesupply.com


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