Supplier Internet Reporting System (SIS)



Internet Sales Reporting System - Partners

Highlights, Features and Improvements:

• Internet based for easy accessibility from home or office.

• 7 years of historical information by month or day.

• Menu driven reporting or select by report number.

• Available around the clock.

• Powerful search capability using wildcards.

• Options available for fine detail or summary form.

• Sales reported in actual cases, standard cases and 9L cases.

• Access is password protected – only you can see your data.

• Save criteria and name a report to run again later.

• Sales, Inventory, Pricing, Discounting, Sold/Unsold.

• State visible on forms and reports

• Select controls at the top, parameters at the bottom

• All parameters visible on one screen

• Single click instead of double click

• Export to excel without running report

• Search using code number or name. Select multiple codes by separating with commas. Add/Remove ‘all’ feature.

• Use calendar icon for easy date selection.

• ‘Processing’ indicator when running a report

• Easy export to Word, Excel or PDF for e-mailing or further analysis.

Internet Sales Reporting System - Partners

Index Page

Getting Started. 2

Getting on Line 2

Enlarging the Screen. 3

Selecting a report. 3

Filling in the report control form. 4

Selecting Report Criteria. 4

Dates

Selecting Report Criteria from the database. 5

Products 5

Structure 6

Customers 7

Demographics 7

Options 8

Parameters 8

Report Menu or Run report. 8

Install Software – First Report Only 8

Viewing the report. 9 8

Exporting the report. 9

Printing the report. 9

Group tree. 9 8

Turning Pages. 9

Sizing the report. 9 8

Searching for text. 9

Return to the entry form or the reports menu. 10

Exit the system. 10

Internet Sales Reporting System - Partners

Welcome to the Internet Sales Reporting System. This system was designed to provide NWS Corporation partners with on-line fast response sales figures and other pertinent information over the Internet.

Information is current as of the last shipping day. Sales figures are provided in standard cases unless otherwise noted. All data may be downloaded to your local PC for further analysis in your own spreadsheet or database.

Getting Started.

The following is a list of system requirements:

IBM Compatible PC.

Pentium processor 150MHz or better.

32 MB Ram.

50MB available disk space.

Windows 7 or later.

Highspeed Modem.

Laser or Deskjet Printer.

Ms Office 97 or equivalent.

Internet Explorer 8.0 or higher

Access to an Internet Service Provider (not on line services such as AOL or CompuServe)

You will be provided with a User ID and a password. Your data is password protected so that only you or your company can view it.

Getting On Line.

Double click the Microsoft Internet Explorer Icon on your Windows Screen or Start menu.

Your screen will return the normal Microsoft Internet Explorer search screen. Set the Address to



To create an Icon for your desktop, click File, Send, Shortcut to Desktop. Use instead of Microsoft Internet Explorer Icon to launch Sales Reports in the future.

Enter your User ID and Password, then click the Login button

[pic]

Enlarging the Screen.

To enlarge the viewing area of the screen, click the Full Screen Icon at the top of the screen on the toolbar [pic]

Selecting a report.

If you know the report number of the report you want to run, you can select by the report number. Selecting by report #:

Click the arrow in the ”Select Report ” arrow box, locate the report number and click the number.

[pic]

Click the arrow in the open box. Click a report title. The entry form will appear with all the selection criteria to produce a report.

[pic]

Selecting by report name:

Use the menu of report groups to start your report selection. Click the box to the left of the report group.

[pic]

This will display a list of the reports available in that group.

[pic]

Click the box to the left of the report name to reveal a list of the previously saved reports or “A NEW REPORT”.

[pic]

Click the report title to go to the report entry form.

The entry form will appear with all the selection criteria to produce a report.

Filling in the report control form.

[pic]

Sample control form

Report Menu:

Click here to return to the main menu.

Copy Form:

To create a new copy of a report entry form, create a unique report title, enter all the criteria, click “Copy Form” . This will create a new report entry form filled out with your selection criteria, ready to run. Click each button on the entry form to select (validate) the values needed to create a report.

Delete Form:

To delete the current copy of the report entry form, click “Delete Form”. You are responsible to maintain your own report titles. They will remain until you delete them.

Update Form:

To save any changes you have made to this form without running the report, click “Update Form”. The form will be saved and you will be returned to the form, or just run the report to update.

Run Report:

To run the report selected, click “Run Report”. See below to view results.

Export:

All reports can be exported to a file on your local PC from the printed report however some reports can be exported to Excel with specific information for the excel report and will be indicated with an “Export” option. If this format is required, click “Export”. This button can be used instead of ‘Run Report’ after all parameters are selected. This will produce an “Excel” report specifically designed for export allowing for further manipulation.

Select Copy:

Click the arrow to the right of “Select Copy” to select a previously saved form. This will allow you to run more than one saved report without having to return to the main menu. Any report that has been previously copied for this form will appear here.

Report Title:

The “Report Title” allows you to have several version of a report entry form available, each with different selection criteria. Report title will also print in the report heading. Do not use apostrophe (‘ or “) in a Report Title and do not use duplicate names.

Select Next Report #:

Select the number of the next report after you are finished with the current one. A selection box will appear to the right containing available report titles or ‘A NEW REPORT”. Make your selection.

Selecting Report Criteria.

Dates:

[pic]

The date range of the report is selected here. Some reports are available in monthly form only. “Intervals = Yes” allows you to select specific days within a month. “Intervals = No” allows the entire month to be selected. If there is a from – to date range, the report will contain data between and including the dates. Some reports contain two date ranges. Use calendar icon for easy changes.

Selecting Report Criteria from the database.

[pic]

To select criteria for a report, the criteria must be in the box on the right. It comes from the box on the left. To move criteria from the left box to the right box, click the criteria in the left box. To add all items to the left box, click ‘Add all’ .To remove criteria from the report, it must be removed from the right box. Click the criteria in the right box. To remove all criteria from the right, click the button “Remove All”. To search for criteria to put in the left box, use “Code” to look up the codes or “Name” to look it up alphabetically. You may use a wildcard (*) to aid in the search. This will allow you to enter less than the exact entire code or description. Use * in place of numbers or letter to limit the need for exact matches. This technique is very powerful. Ex: To search name for all ABSOLUT, enter ABS*. To search for all VODKA, enter *vod*. As you can see, wildcards can be used anywhere in the search to replace missing or unknown entries. It works the same way for codes. After entering the code or name, hit enter or click “Retrieve”. The left box will contain all the matches. Click “Save and Exit ” when finished. Do not use apostrophe (‘ or “) in a name.

To retrieve multiple codes in one entry separate the codes using a comma (,).

Products:

[pic]

The products form the basis for what was sold. By looking at the parameters already selected at the bottom of the form, you can determine if any selections have already been made. Only one parameter can contain Product report selection criteria for the entire Products group.

All Brands?:

Checking this box will show everything that was sold.

Brand Manager:

Select the “Brand Manager” to limit the report to just the products that it’s brand manager is responsible for.

Supplier:

Select the “Supplier” to limit the report to just that supplier.

Brand group:

Selecting a “Brand Group” allows you to limit the report to what was sold in that entire Brand Group.

Brands:

Select the “Brands” whose products reflect what was sold.

Products:

Select the specific products that were sold.

Structure:

[pic]

The “Structure” represents the Sales department that is responsible for the sale of the products to the customer. By looking at the parameters already selected, you can determine if any selections have already been made. Only one parameter can contain Structure report selection criteria for the entire group.

Markets:

“Markets” are the geographical territory of the Sales Department that is responsible for the sale of products to the customer. Usually more than one “Market” can be selected. Use if report is to include sales to the entire market.

Division:

To limit the report to one Division, enter the “Division”. Most reports allow multiple Divisions to be selected.

Team:

To limit the report to one Team, enter the “Team”. Most reports allow multiple Teams to be selected.

Salesperson:

To limit the report to one Salesperson, enter the “Salesperson”.

Customers:

[pic]

The “Customer” is who purchased the product. By looking at the parameters already selected, you can determine if any selections have already been made. Only one parameter can contain Customer report selection criteria for the entire group. However some buttons allow multiple selections and some allow only one selection. This is determined by the report requirements.

All Customers?

Select “All Customers” check this box if the report should be based on every customer that purchased. This cannot be used in conjunction with any other button in this group.

Chain:

To limit the report to the chain(s) that purchased the product, enter the “Chain”. This cannot be used in conjunction with any other button in this group.

Customer:

To limit the report to the customer(s) that purchased the product, enter the “Customer”. This cannot be used in conjunction with any other button in this group.

[pic]

Use Customer Code, Name, Address, City, or Phone number to retrieve the customer(s) that will be used in the report. You can use more than one of the above to select a customer. Be sure to use a wildcard. ie: to lookup “costco” in “Detroit”, enter cos* in name and de* in city. Click “Retrieve”. To retrieve multiple codes in one entry separate the codes using a comma (,).

Demographics:

[pic]

Demographics will limit the report to just those customers who match the selected criteria. This will allow a much smaller report which targets just those customers. Multiple demographics may be selected. To delete a criteria already selected, choose the blank entry not the delete key.

Premise:

“On” or “Off” will allow reporting of information unique to either type of outlet. Leave blank for all customers.

License Type:

Select a specific License Type such as “Spirits” or “Beer and Wine”. Leave blank for all customers.

County:

Select one or more Counties or leave blank for all.

Ethnicity:

Select a specific Consumer Profile such as “Asian” or leave blank for all.

Zip Code:

Select a specific Zip Code or leave blank for all.

Options:

[pic]

Options are selected to control how the report will look or what data will appear. Usually there will be a “Yes” or “No” choice. Each choice will have an effect on the report so use caution when selecting. Options will vary depending on the report.

Parameters:

The parameters selected for the report are listed at the bottom of the form. This is what will be used to run your report. Please validate the parameters before running your report

Report Menu, Run report.

[pic]

After all selections, click Run Report. When running your very first report you will be asked to Install Software. Please click the Install button.

See ‘Export Button’ if this option is available.

Install Software – First Report Only

[pic]

Sample Report

Viewing the report.

[pic]

The report can be viewed in its entirety by clicking the horizontal or vertical scroll bars on the report and changing pages. For rapid scanning of a report, export to a “PDF” file (see below)

Exporting the report.

[pic]

Click the export button to create an Excel Spreadsheet, Rtf or Word document or a PDF file suitable for e-mail. Select the type of file you want to create. Save the file when complete giving it a suitable name and location.

Printing the report.

[pic]

Print the report by clicking the printer icon directly above the report. Do not use the internet explorer print icon as it will not print the report.

Group tree.

[pic]

Clicking the group icon will add or eliminate the grouping column to the left of the report. Grouping can aid looking into a multi page report by locating key criteria. Ex. If the report is grouped by customer number, you can go immediately to a particular customer by locating and clicking on the customer number in the grouping column.

Turning Pages.

[pic]

Click the right pointing arrow to turn to the next page. Click the right pointing arrow with the bar to go to the last page. Click the left pointing arrow to go back a page and the left pointing arrow with the bar to go to the first page. If you have a lot of pages to browse it is best to ‘export the report to a ‘PDF’ file.

Sizing the report. (Zoom)

[pic]

The image of the report can be increased by clicking the full screen icon. The type can be made larger or smaller by changing the 100% to 150% or 75%.

Searching for text. (Search)

[pic]

Enter a word or number and click the binoculars to “find” the word or number in the report. Ex. If you are only interested in totals, click and enter “Total” and the report will advance to every total in the report.

Return to the entry form or the reports menu.

[pic] [pic]

After viewing the report, you can return to the entry form to create another report or return the reports menu to select another entry form. If your report has more than one report section there will be a ‘Next Report’ button visible. Click the ‘Next Report’ button to complete viewing the entire report.

Exit the system.

[pic]

Be sure to exit the system from the report menu or the entry form. To exit the system, click the X in the upper right corner of the report menu or entry form.

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download