This article highlights key iVendNext reports and how they help manage leads, customer interactions, stock levels, and more.
The Other Useful Reports in iVendNext are accessible under the Selling module. These reports are designed to address specific operational needs, such as lead management, customer interactions, stock availability, and financial tracking. They complement the Key Reports by providing more granular insights into various aspects of your business.
To access these reports, navigate to Home > Selling > Other Reports.
Below is a detailed look at some of the most useful additional reports available in iVendNext:
Purpose: This report provides detailed information about your leads, including their contact details, status, and interactions with your sales team.
Key Features:
View lead status (e.g., new, in progress, converted).
Track interactions such as calls, emails, and meetings.
Filter leads by date range, sales representative, or region.
Use Case: Use this report to monitor the progress of leads through the sales pipeline and ensure timely follow-ups.
Purpose: This report provides a comprehensive list of customer addresses and contact details, making it easier to manage customer relationships.
Key Features:
View customer addresses, phone numbers, and email addresses.
Export the report for use in marketing campaigns or customer outreach.
Use Case: Use this report to maintain accurate customer records and streamline communication.
Purpose: This report helps you search and analyze the Bill of Materials for your products, which is essential for manufacturing and inventory management.
Key Features:
Search for specific components or materials used in your products.
View detailed information about each component, including quantities and suppliers.
Use Case: Use this report to optimize your production process and ensure you have the necessary materials in stock.
Purpose: This report tracks the availability of stock items that are used for packing and shipping orders.
Key Features:
View the current stock levels of packing materials.
Identify shortages or excess stock.
Use Case: Use this report to ensure you have sufficient packing materials to fulfill orders without delays.
Purpose: This report identifies items in pending sales orders that require purchase requests, helping you manage inventory and procurement.
Key Features:
View items that need to be purchased to fulfill pending sales orders.
Track the status of purchase requests.
Use Case: Use this report to streamline your procurement process and avoid stockouts.
Purpose: This report provides an overview of customer credit balances, helping you manage credit limits and outstanding payments.
Key Features:
View the credit balance for each customer.
Identify customers who have exceeded their credit limits.
Use Case: Use this report to monitor credit risk and ensure timely collection of payments.
Purpose: This report identifies customers who have not made any purchases within a specified period, helping you target re-engagement efforts.
Key Features:
Filter customers by date range or region.
Identify inactive customers who may need re-engagement strategies.
Use Case: Use this report to develop targeted marketing campaigns to re-engage inactive customers.
Purpose: This report tracks the commissions earned by sales partners, helping you manage partner relationships and payments.
Key Features:
View commission amounts for each sales partner.
Track commission payments and outstanding amounts.
Use Case: Use this report to ensure accurate and timely payment of commissions to your sales partners.
To get the most out of the Other Useful Reports in iVendNext, consider the following best practices:
Regular Review Reports: Make it a habit to review these reports regularly to stay on top of your business operations.
Set Clear Objectives: Define clear goals for what you want to achieve with each report (e.g., reduce lead response time, improve inventory management).
Collaborate with Your Team: Share reports with relevant team members to develop strategies for improving performance.
Use Filters and Customizations: Take advantage of the filtering and customization options to focus on the data that matters most to your business.
Integrate with Other Reports: Combine insights from these reports with data from Key Reports to get a comprehensive view of your business performance.