Summary
This report details the distribution status of a selected product/product groups at the account level. A parameter for postal code has been added to allow users to enter a postal code to find accounts that stock a particular product / product group in a specific postal code.



Report Location 

Report Category: Distribution

Report Sub Category: Detail

Report: Distribution Detail



Report Sample



Parameters 

  • Primary Account Group (e.g. Territory) 
  • Brand
  • Product
  • Status



Requirements for report 

  • Accounts exist in the Perenso database
  • Users of Perenso must be maintaining the distribution status of products within a Check the Store work item for accurate data to be returned 

Column Details 

  • State (used as an example only) 
    This column will return the Secondary Account Group \ Group Description (as defined in ‘Report Config’).

  • Territory (Group Reports On) 
    This column will return the "Group Reports On" Account Group for the account in the ‘Account Name’ column. The "Group Reports On" Account Group is defined in Administrator within "Reporting Config". For example, if the "Group Reports On" Account Group has been set to "Territory" then this column will return the Territory the account is in.

  • Account Name 
    This column will return the Display Name of the Account.

  • Street 1 
    This column returns the Street 1 field from the "Primary Address" section of the Account.

  • Street 2 
    This column returns the Street 2 field from the "Primary Address" section of the Account.

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

  • Postal Code 
    This column returns the Postal Code field from the "Primary Address" section of the Account.

  • Banner (Extra Group 2) 
    This column will return the "Extra Group 2" Account Group for the account in the ‘Account Name’ column. The "Extra Group 2" Account Group is defined in Administrator within "Reporting Config". For example, if the "Extra Group 2" Account Group has been set to "Banner" then this column will return the Banner the account is in.

  • Grade (Extra Group 1) 
    This column will return the "Extra Group 1" Account Group for the account in the ‘Account Name’ column. The "Extra Group 1" Account Group is defined in Administrator within "Reporting Config". For example, if the "Extra Group 1" Account Group has been set to "Grade" then this column will return the Grade the account is in.

  • Phone 
    This column returns the Phone Number field from the "Primary Phone Number" section of the Account.

  • Brand 
    This column returns the Primary Product Group that is mapped to the Primary Product Group field in Administrator (within Report Config).

  • Product 
    This column will return the description of any products within the specified Product Group or Product parameter.

  • In Dist 
    This column will return a Y if the last completed Check the Store work item on the account had the "Dist" column checked for the product. An N is returned if the last completed Check the Store work item on the account had the "Dist" column unchecked for the product.

  • Last Checked 
    This column will return the date of the last completed Check the Store work item on the account.