Summary
A detailed report that displays only products that have had their NIS changed by using the "flexible pricing" feature available in Perenso



Report Location 

Report Category: Sales

Report Sub Category: Detail

Report: Flexible Pricing Report



Report Sample 



Totals & Sub-Totals 

N/A



Parameters 

  • Account Group 1 - 4
  • Period: Weeks, Months, Year, Today, Yesterday, Previous Working Day
  • Based On: Activity Date, Order Date, Delivery Date (Activity Date is default)
  • Order Type
  • Order Status (see below):
    Results of the report are counted based on the Order Status of the lines in the order. For example. if "Not Sent" is selected in the report then all lines with the below statuses in the "Not Sent" category are counted).:



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work



Sort Order 

  • User column (column A)
  • Activity Date (newest to oldest)



Column Details 

  • User 
    This column returns the Display Name of the user that took the order

  • Account
    This column returns the Account \ “Display Name” of the account

  • Suburb
    This column returns the Suburb field from the Primary Address of the Account

  • Territory 
    This column will return the Contact Group specified in the "Group Reports On" field within "Reporting Config" for Accounts in Perenso Administrator

  • Grade 
    This column will return the Contact Group specified in the "Extra Group 1" field within "Reporting Config" for Accounts in Perenso Administrator

  • Banner
    This column will return the Contact Group specified in the "Extra Group 2" field within "Reporting Config" for Accounts in Perenso Administrator

  • Activity Date 
    This column returns the date of the call the order was placed in

  • Order ID 
    This column returns the Perenso Order ID of the order where flexible pricing was used

  • Product 
    This column returns the description of the product that had flexible pricing applied to it within the order. Only products that had flexible pricing applied to them within an order appear in this report (not all products within the order).

  • Unit Qty 
    This column returns the Unit Qty for the product in the order. Only order lines where nisorderridden in orderdetail show in this report. This will cause the report to only show order lines that used flexible pricing.

  • Unit List Price 
    This column returns the single unit List Price for the product in the order (i.e. the price for 1 unit)

  • Total List Price 
    This column returns the total List Price for the product in the order (i.e. Unit Qty x Unit List Price)

  • Unit Sale Price 
    This column returns the single unit Sale Price (NIS) for the product in the order (i.e. the price for 1 unit). This is the price that was modified by the user using the "Flexible Pricing" feature.

  • Total Sale Price 
    This column returns the total Sale Price (NIS) for the product in the order (i.e. Unit Qty x Unit Sale Price)