| Daily Summary | View your representatives daily Check-Ins, Invoices, and Collected Payments. | |
| Depletion Report (Inventory) | The description is coming soon | |
| Depletion Report (Liters) | The description is coming soon | |
| Inventory Report | View available inventory and warehouse inventory for your products. | |
| Inventory Value Report | The description is coming soon | |
| Liters Sold (Placement Date) | View how many liters of product has been sold in a time frame. | |
| New Placement Report (Placement Date) | View which accounts have purchased new items in a given timeframe. | |
| Overall Summary | View accounts visited, payments collected, check-ins, and to-do's completed for representatives in a given day. | |
| PO Report |
See current inventory and incoming inventory. |
|
| Points of Distribution (Placement Date) | View which items an account has and hasn't purchased. | |
| Points of Distribution By Account (Delivery Date) | View which items a sales representative pairs. | |
| Points of Distribution By Item (Delivery Date) | View which accounts a vendors products have Points of Distribution in. | |
| Price List | View items and their list prices/deal prices. | |
| Sales (By Delivery Date) | View all invoices delivered within a time frame. | |
| Sales (By Placement Date) | View all invoices placed in a time frame. | |
| Sales by Customer Detail (Delivery Date) |
View all invoices delivered within a time frame. |
|
| Sales Profit Summary (Delivery Date) |
View all invoices delivered within a time frame. |
|
| Sales Profit Summary Detailed (Delivery Date) |
View all invoices delivered within a time frame. |
|
| Samples/Tasting Report | View samples and tastings within a time frame. | |
| Scott's Case Report |
View how many boxes your invoices take up. |
|
| Target Market (Placement Date) | Predict which products can be placed in new accounts. | |
| Sales By Day Report (Placement Date) | See how many invoices were placed per day, and their totals. | |
| City Report (Placement Date) | See how sales are going in different cities. | |
| City Report Detailed (Placement Date) | See how sales are going in a specific city. | |
| Sales Report (By Payment Term/ Delivery Date) | View Sales within a date range that uses a specific payment term. | |
| Sales Report (By Account/ Delivery Date) | View Sales within a date range to a specific account. | |
| Inbound CSV | View Sales within a date range that uses a specific payment term. | |
| Back Order Report | View BO's within a date range. | |
| Accounts Sums (By Delivery Date) | View all invoices placed in a time frame. | |
| Brand Sums (By Delivery Date) | View all invoices placed in a time frame. | |
| Item Sums (By Delivery Date) | View all invoices placed in a time frame. | |
| Class Sums (By Delivery Date) | View all invoices placed in a time frame. | |
| Type Filter (By Delivery Date) | View all invoices placed in a time frame. | |
| Billbacks (By Placement Date) | The description is coming soon | |
| WY Report | View all orders placed in a time frame. | |
| YTD Sales | View all orders placed in a time frame. | |
