Distribution

Under Sales Tracking, you will find Distribution. 

Here you can generate a follow-up report on the sales representatives’ product inventories.

You can filter by, for example, date, customer, salesperson, and product.

Click Search to display your results.

Once you have clicked Search, your report will appear as a raw data list.

The report shows:

• Products with the status Sellable and Not Sellable

• Number of inventories in % for Optional, Basic, and Orderable

• Total number of facings reported by the salesperson

• Total number of listed products

You can choose to group the report by any column to get a clearer overview of your distribution.
Drag the column you want to group by and drop it into the highlighted box. 

The report will then be displayed in a tree structure based on the column you selected.
Click the arrow to expand the rows.

To view your report as before (raw data), click once on the box/boxes next to Grouping, such as “Block,” “Customer,” or “Product No” in the example below.

Click the Download button if you want to export the search results to an Excel file.

Using the Field Selector, you can easily hide fields you do not want to see.

If you want to save your specified search parameters for future use, you can save a variant.
Enter a name in the Variant field.
Click Save.

1. Save the variant for yourself only.

2. Save for everyone if you want all Back Office users to have access to the variant.

The next time you open the order history, your variant will be saved in the list.