History and Statistics
The History and Statistics tool is perfect for anyone looking to gain additional insights into their Vendor, Customer, and Item data. Track trends, statistics, and analytics into your Customer, Vendor, and Item data with this application to make more educated decisions around sales and purchasing for your organization. Additionally, this enables you to more easily work with change log records across these various modules.
- Use Cases
- Download Links
- Video - Product Demo
- Dashboard Includes
Use Cases
Track data more Granularly for:
- Sales over the last 12 months
- Customer Balance
- Average Pay Days
- Average Fulfillment Days
- On Time Delivery Percentage
- Customer Sales by Item Category
- Monthly Customer Sales
- Customer AR Aging
- Customer AR Balance History and Trends
- Top Item Sales for last 90 Days
- Customer Map
- Customer Items List
- Everything they have purchased from you in the last 12 months
- Open Sales Orders, Quotes, and Returns
- Open Job Planning Lines
- Posted Invoices
- Change Logs
-
Customers
- Quantity on Hand
- Quantity Available
- Average Lead Time
- Days Supply
- Average Age of Inventory
- Sales and Purchase Trends
- Inventory Level Trends
- Purchase Price Trends
- Sales Price Trends
- List of Open Sales/Purchase Quotes for this Item
- List of Open Sales/Purchase Orders for this Item
- List of Open Sales/Purchase Returns for this Item
- List of Open Jobs and Production Orders for this Item
- Inventory by Location
- Inventory by Bin Location
- Inventory Aging and Valuation Chart
- Change Logs
-
Items
- Purchases last 12 months
- Vendor Balance
- Average Lead Time over the last 90 days
- Return Percentage over the last 90 days
- On Time Delivery over the last 90 days
- Vendor Delivery Performance
- Inventory Levels
- Purchases by Item Category
- Monthly Purchases
- AP Aging
- Top Item Purchases
- Vendor Item List
- Everything you have purchased from this vendor
- Open Purchase Orders, Quotes, and Returns
- Change Logs
-
Vendors
- View the change log records for Master and Transactional data with History and Statistics. For the record you are on, it will show you exactly what has changed, when, and by who. Requires that out of box change logs are enabled and fields are tracked. A great additional to Field Monitoring and Change Log Entries.
- Available for:
- Customers
- Vendors
- Bank Accounts
- Vendor Bank Accounts
- Items
- Sales Quotes/Orders/Returns
- Purchase Quotes/Orders/Returns
- Jobs
-
Change Logs
Download Links
Download from AppSource Access Setup and User Guide
The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.
Video - Product Demo
History and Statistics - Setup and Overview
Dashboard Includes
Customer Statistics
- Sales over the last 12 months
- Average Pay Days
- Average Fulfillment Days
- On Time Delivery Percentage
- Customer Sales by Item Category
- Monthly Customer Sales
- Customer AR Aging
- Customer AR Balance History
- Top Items Sales for last 90 days
- Customer Map
- Customer Items List
- Open Sales Orders, Quotes, and Returns
- Posted Invoices
- Change Log
Item Statistics
- Quantity on Hand
- Quantity Available
- Average Lead Time
- Days Supply
- Average Age of Inventory
- Sales and Purchase Trends
- Inventory Level Trends
- Purchase Price Trends
- Sales Price Trends
- List of Open Sales/Purchase Quotes
- List of Open Sales/Purchase Orders
- List of Open Sales/Purchase Returns
- Value by Item Category
- Inventory by Bin Location
- Inventory Aging and Valuation Chart
- Change Log
Vendor Statistics
- Purchases last 12 months
- Average Lead time over the last 90 days
- Return Percentage over the last 90 days
- On Time Delivery over the last 90 days
- Vendor Delivery Performance
- Inventory Levels
- Purchases by Item Category
- Monthly Purchases
- AP Aging
- Top Item Purchases
- Vendor Items List
- Open Purchase Orders, Quotes, and
- Returns
- Change Log
