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By: Peter Poletti

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Reporting and Interfacing Requirements (Sales Management) Functions & Features

Reporting for sales management is used to generate statistics about who has ordered what and when; or about how much of the ordered quantity has been shipped, returned, canceled, etc. This functionality provides the user with the ability to print invoices, either individually or as a batch (per customer, per product, per date range, etc.). Another important aspect is the ability to generate comparisons between quantities ordered and shipped by the same customer or for the same product in different periods of time (weekly, monthly, yearly, etc) In order to generate these reports, integration with other systems holding sales data is required.. Reporting and Interfacing Requirements (Sales Management) Functions & Features are an important module of the comprehensive ERP RFP Template for Discrete Manufacturing.

The ERP RFP template with Reporting and Interfacing Requirements (Sales Management) Functions & Features for ERP is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 3761 decision criteria. The ERP RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to ERP software vendors. It ensures for:

  • complete response from each ERP software vendor
  • deep and accurate evaluation of submitted ERP proposals
  • impartial side-by-side comparison of ERP solutions evaluated
  • rational and documented selection of the best matching ERP system

The ERP software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the ERP solutions from scratch.

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The Reporting and Interfacing Requirements (Sales Management) Functions & Features comprise the following elements:

  • Accommodate processing and printing of invoices, reports, and shipping

    Accommodate processing and printing of invoices, reports, and shipping, Reporting and Interfacing Requirements (Sales Management) Functions & Features

  • Print billing reports by product, invoice number, and customer

    Print billing reports by product, invoice number, and customer, Reporting and Interfacing Requirements (Sales Management) Functions & Features

  • Report daily unit and dollar bookings, by item number, by customer and customer type, with month to date (MTD) totals.

    Report daily unit and dollar bookings, by item number, by customer and customer type, with month to date (MTD) totals., Reporting and Interfacing Requirements (Sales Management) Functions & Features

  • Report daily unit and dollar billing/shipments, by item number and by customer with MTD totals and sort by product group

    Report daily unit and dollar billing/shipments, by item number and by customer with MTD totals and sort by product group, Reporting and Interfacing Requirements (Sales Management) Functions & Features

  • Report booking history (units) by month, displaying each of the twelve months with a total

    Report booking history (units) by month, displaying each of the twelve months with a total, Reporting and Interfacing Requirements (Sales Management) Functions & Features

  • Report billing and shipment history (units) by month, displaying each of the twelve months with a total

    Report billing and shipment history (units) by month, displaying each of the twelve months with a total, Reporting and Interfacing Requirements (Sales Management) Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which ERP solution is the best for your needs.

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Functions and Features