SW - Sales Turnover Fluctuationby Smart Way Business Solutions https://www.smartway.co
|Lines of code||371|
|License||See License tab|
|Lines of code||371|
|License||See License tab|
Sales Turnover Fluctuation
Adds a new report "Turnover Fluctuation" report which calculates the set oscillating percentage of difference in customer ordering patterns.
Smart Way Business Solutions
Ability to print a new report to follow up with all or certain customers' ordering patterns.
Devise better sales strategies depending on the customer ordering patterns.
Ability to exclude or limit the data under a certain percentage or irregularity.
Get accurate net values considering both sales and returns percentages.
Compatible with both Odoo Community and Enterprise Editions.
Easy to use, simple and effective.
Free feature updates, upgrades and bug fixes.
Navigate to 'Reporting' menu on 'Sales' and click 'Turnover Fluctuation'
Fill in the needed fields in the pop up 'Turnover Fluctuation':
- Discrepancy % : The acceptable discrepancy percentage and acts like a benchmark. Discrepancy % of lower than the input amount will not be included in the generated report..
- Monthly Turnover Limit : This is the total invoiced amount benchmark. If the customer has a total invoiced amount of less than this input amount, the customer will not be included in the generated report.
- Calculation Type: Choose whether your report will contain totals before or after tax
- Show Draft: Check this box if you would like to include draft invoices in the generated report. Leaving this unchecked will only include invoices that are Paid or Open.
- Customers : You can choose certain customers whom you would like to study their purchase patterns or select everyone by keeping it empty.
After clicking print, you can save and view the PDF report which shows the net Sales amount taking into consideration the returned orders and the Discrepancy per month for you to study thoroughly.
- Notice how the report gives you the values per month.
- The first month of the chosen period shows 0% Discrepancy.
- Every month that follows in the chosen period shows you the calculations in comparison to the previous month.
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