These reports and journals are specific to the Sales section of Inform. For a list of all Inform reports, go to the Reports page. Click on the title of a report for additional information, as well as directions for printing.
The Customer Margin Price Report will display margin pricing information for your customers for a future date.
The Customer Sales History Report will display information regarding past sales for a selected customer and year, organized by product.
The Daily Sales Journal Report will display a record of your Sales Orders for a selected date. You can also select a specific batch if you print more than one batch of sales orders per day.
Epod Synchronization Signature Report
The Epod Synchronization Signature Report will allow you to view all Epod signatures for a selected time period.
The Executive Performance Summary gives you an overview of the Sales, Cost, Gross Profit, and Accounting information for a selected calendar period. You can only view this report on screen.
The Inactive Customer Report will display customers who have not shown any activity as of a selected date. You can also set selection criteria to display only inactive customers from sections of your customer database.
The Issued Products Credit Report will display any credits you have issued for returned merchandise organized by the product number. This report will also display the physical status of the returned product; if it was inspected, discarded, returned to your company's stock, or returned to the vendor.
The Open Order Delivery Report will display information regarding the delivery status of open sales orders.
The Open Order Deposit Report displays all open orders that currently have deposits placed on them, as well as the balance due, deposit amount, and the open amount for the order.
Open Orders Against P/O Received Report
Sales Orders that are linked to Purchase Orders may be waiting to receive certain products before they can be completed. This inquiry and report feature allows you to cross-check your open Sales Orders with Purchase Orders that have been received. The inquiry can be printed or displayed on screen.
The Price Book Report allows you to view pricing information for a selected group of products and customers. You can refine the report to include only the products and price fields that you need.
The Sales Analysis Inquiry allows you to view detailed Year-To-Date and Last-Year sales and gross profit information for selected customers, products, salesmen, etc. You can also select more than one variable to further focus your report. You can only view this report on screen.
The Sales Journal Reports allow you to customize the Sales Journal information that you would like to view. You can choose the type of Sales Journal Report, then decide if you want the sales journal data organized by Period or Data Range.
From the Sales Order Report screen, you can choose to print an existing report, or to create and print your own customized report. You can select the type of Sales Orders and Sales Order fields that you want to include in the report, as well as the date range.
The Sent Invoice Results Report allows you to view information regarding your sent invoices by date or by batch.
The Vendor Rebate Report allows you to print or export contract sales and rebates due. You can choose to focus the report based on a date range, vendor, or individual contract. The report provides contract, customer, and invoice information, and can be exported to a spreadsheet for more flexibility.
The Vendor Sales Report allows you to view vendor sales for a selected period. You can print the report for a single vendor or choose to include all vendors in the report.
The Who Bought What Report allows you to see which customers are buying which products from you. The report will include sales information from invoiced sales orders. Open sales order information will not be included. You can focus the report to run for specific customers and products by using the Customer and Product Selection Criteria buttons.
Sales