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Reporting

Click on Reports in the left-hand navigation bar to begin.

From the submenu, select Analysis.

This page has several different types of analysis reports relating to orders, invoices, purchase orders, and receivers.

For our first example, we would like to compare all orders we’ve taken in the year to date, seeing which customers ordered the most, what percentage of sales each customer represents, and which orders represented the largest sales.

To find this information, we’ll select Order Analysis.

The Order Analysis report enables you to take a look at orders in your system, sorting by their customers, their stages in the fulfillment process, by styles contained in the orders, and more. Here, we’ll search for all orders in the year to date.

Simply select the time period you’d like to analyze and click Apply.

Additional fields allow you to filter by customer, division, order number, order statuses, quantity, and more.Click Continue when you’ve selected all parameters.

On this page, you can enable sorting and viewing options. First, we’ll select our primary sorting method.

For this example, we’re going to sort by Customer.

You may add up to two sublevel sorting methods. These are optional.

We will add Order ID to the first sublevel.

On the second, we will choose Date.

Click Run to create the report.

By default, the report is shown in Summary view.Notice how each Customer is listed in the leftmost column, with their associated Order IDs and Dates shown next. Amounts and quantities are shown in the right column. Each customer has its own totals.

For example, we can tell that New York Knits spent 13,352 on 4 orders consisting of 49 items in this time period.You may Print or share using buttons at the bottom of the page.

In addition to the Summary view, you can also choose from several other options.Next we’ll take a look at the Detail view.

Click Run to run the report using the new view.

This view includes additional fields including Year, Month, and Division. The same sharing and printing options are available at the bottom of the screen.

Next, we’ll look at the Pie Chart view.

Click Run to create the pie chart.

This chart shows all orders from the report in pie chart format. Hover over each segment of the chart to see total amounts. Using the data here, we can tell Skirt Shed ordered 22.6% of products in this time period.

Next, we’ll look at the Bar Chart view.

Click Run to continue.

The Bar Chart view will show all customers on the vertical axis with their total amounts in orders shown as a bar. For example, we can see that Dress For Less ordered $28,000 worth of products in this time period.

We will now go to the last view, the Column Chart.

Click Run to continue.

The information on this chart is similar to the Bar Chart, but presented in a vertical layout.Using the sorting methods along the bottom toolbar, we can further revise our chart.

Instead of sorting primarily by Customer, we will sort by Order ID.

Click Run to run the report.

Here, we are presented with a graph that sorts by Order ID instead of Customer. For example, we can tell that the largest order by far was Order 1106.Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Customers.

For this example, we want to evaluate our history with one of our customers. We’ll choose the Customer A/R History report to see all of our transactions with them.

Using the Customer Name field, we can enter the customer we would like to look up.

Click Continue to run the report.

This report shows all payments, debits, credits, and the running balance assigned to our customer.For example, we can tell that we credited them $1,450 on 7/14/15.You may Print or Share using the buttons at the bottom of the screen.

Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Products.

Using the Product Reports you can run reports based on specific products.For our example, a vendor has asked us to send a list of necessary raw materials to manufacture a product.We’ll choose Bill of Materials to generate the document.

We’ll enter our style, cargoshort in the Style Number field.

Click Continue to run the report.

On this report, you’ll see each material used in the product, with its usage and associated cost along with the labor processes involved.You may Print or Share using the buttons at the bottom of the screen.

Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Order Status.

In the Order Status Reports area, you’ll find data relating to orders, pick tickets, invoices, returns, credits, and back orders.For our example, we want to look up all invoices we’ve sent to a customer in the year to date using the Invoice Register.

First, we will select the customer we’d like to find.

Next, we’ll use the date field to specify the start and end dates.

Additional fields are available, allowing you to search only invoices containing certain styles, only belonging to certain divisions, and more. Searching by Customer State is a tool many businesses use to work with sales tax.Click Continue.

The Invoice Register will show all invoices that meet the parameters of your filters. For example, we can see each invoice as well as a total invoiced at the bottom of the table.You may Print or Share using the buttons at the bottom of the screen.

Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Sales Performance.

The Sales Performance Reports area enables us to evaluate orders and invoices by ranking and profit. We can also look up commissions for our salespeople here.For our example, we would like to find our average profit margin for orders from a customer.

We will select the customer we would like to evaluate using the Customer field.

You also have the option to select only allocated orders, start and due dates, and more.When you have selected all necessary filters, click Continue.

On the Gross Profit report, we can see all orders from this customer, and using the Total fields at the bottom of the table, tell that we have a average profit margin of 70.42%.You may Print or Share using the buttons at the bottom of the page.

Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Inventory.

Inventory Reports help us learn about the stock we keep in our warehouses. For example, if we have several orders we need to manufacture, we can look up what raw materials are needed in order to manufacture the products.Select the Need To Buy report.

We only would like to find raw materials we need to buy, so we will select Show only Materials.

To run the report, click Continue.

Using the filters we created, this report shows all materials we need to buy in order to manufacture products and fulfill orders. You may Print or Share using the buttons at the bottom of the screen.

Click Close to move on to the next report.

Using the Reports submenu on the left hand navigation bar, select Purchasing and Production.

For this example, we would like to see what all purchase orders we’re still waiting on from our vendors for our womenswear line. To find out, we’ll use the Open PO Report.

For the Division field, we’ll specify Women’s. Note that in the Open field, it is automatically specified that the Qty Open > 0.

Click Continue to run the report.

The Open PO Report shows all units that have not yet been received by your warehouse. Here you can see that we have not yet received 53 units of our Dress4 style for example. You may Print or Share using the buttons at the bottom of the screen.

Click Close to close the report.

This concludes the ApparelMagic Reporting tutorial.Now that we’ve walked though various reporting tools, try out each of them on your own with your own products and vendors!