What each report shows
Choose a report: Pipeline, Margins, Backorders, Low stock or Stock valuation. Pipeline and Margins cover the period chosen — 30 days, 90 days, 6 months or 12 months. Everything is read from the records each time; nothing here is stored.
| Report | What it shows | Built from |
|---|---|---|
| Pipeline | Orders whose enquiry arrived in the period, by Stage, with Orders and Value before VAT; Enquiries in the period; and Quotations won — orders confirmed or closed, out of every order that reached a quotation | Selling prices before VAT |
| Margins | Per order confirmed in the period: Invoiced before VAT, Cost of goods delivered, Margin and Margin %, beside the order's Estimated margin | Delivery orders that are on an invoice, at the average cost when each left |
| Backorders | Lines of confirmed orders not all delivered: Needed by, Still owed, Reserved and Short. Late means the date the customer needed has passed | The orders and their delivery orders |
| Low stock | Items whose available stock is at or below their reorder level, across every location | Stock |
| Stock valuation | Stock at average cost, the Inventory account's balance in the books today, and the difference | Stock, and the account mapped as Inventory (for reconciliation) |