Sample Reports: Sales. v4.5

Size: px

Start display at page:

Download "Sample Reports: Sales. v4.5"

Sybil Rice
5 years ago
Views:

1 BEER Busness Management Software for Craft Breweres. Sample Reports: v4.5

Avalable Reports Quck Reports Customer Analyss Analyss Contaner Trackng Reports: Contaner Actvty by Pack Owner Keg Contaner & Depost Actvty Busness Partner Reports Busness Partner Address Export

2 Avalable Reports Quck Reports Customer Analyss Analyss Contaner Trackng Reports: Contaner Actvty by Pack Owner Keg Contaner & Depost Actvty Busness Partner Reports Busness Partner Address Export Busness Partner Key Data Audt Goals Reports Goals Overvew Goals Summary Taxable Shpment Reports Taxable Shpment Detals by State Taxable Shpments by Busness Partner Taxable Shpment Lost Transactons Reports Brand Order Fulfllment by Busness Partner Customer Analyss Backorder Log Analyss Open Order Avalable to Promse Orders & Returns Open person Documents Regonal Analyss Regonal Summary Analyss Dashboard by Brand & Measure OnTme Delvery Performance Order Fulfllment Rate & Detals SALES SAMPLE REPORTS PACK

3 Quck Reportsv4.5

4 OrchestratedBEER by Customer Detal (by Brand) January 1 31, 2016 Page 6 of 10 12:42 pm 1/27/17 Type Date Num Name Qty Qty Vol U/M Prce Amount % of Dstrbutor Northern Wne & Sprts (C1010) IPA , % No Brand Defned Invoce 1/15/ Northern Wne & Sprts Amber Ale Case 4/6/12 Btl Unts , Invoce 1/15/ Northern Wne & Sprts Amber Ale Keg 1/6 BBL Unts Invoce 1/15/ Northern Wne & Sprts Depost Keg Depost (1/2 Bbl) Unts , Invoce 1/15/ Northern Wne & Sprts Depost Keg Depost (1/6 Bbl) Unts , No Brand Defned , % Northwest Nut Brown Invoce 1/15/ Northern Wne & Sprts Northwest Nut Brown Keg 1/2 BBL Unts ,1.00 Northwest Nut Brown , % Pale Ale Invoce 1/15/ Northern Wne & Sprts Pale Ale Keg 1/2 BBL Unts , Invoce 1/15/ Northern Wne & Sprts Pale Ale Keg 1/6 BBL Unts Pale Ale , % Portlanda Porter Invoce 1/15/ Northern Wne & Sprts Portlanda Porter Frkn Unts Portlanda Porter % Xmas Stout Invoce 1/15/ Northern Wne & Sprts Xmas Stout Case 4/6/12 Btl Unts , Invoce 1/15/ Northern Wne & Sprts Xmas Stout Keg 1/2 BBL Unts , Invoce 1/15/ Northern Wne & Sprts Xmas Stout Keg 1/6 BBL Unts , Xmas Stout , % Northern Wne & Sprts (C1010) , % Pacfc Dstrbutng Inc. (C1005) IPA Invoce 1/24/ Pacfc Dstrbutng Inc. IPA Keg 1/2 BBL Unts Invoce 1/24/ Pacfc Dstrbutng Inc. IPA Keg 1/6 BBL Unts Invoce 1/25/ Pacfc Dstrbutng Inc. IPA Keg 1/2 BBL Unts Invoce 1/25/ Pacfc Dstrbutng Inc. IPA Keg 1/6 BBL Unts IPA , % No Brand Defned Generated by Orchestrated TM vers AN594B

5 OrchestratedBEER by Detal January 1 31, 2016 Page 3 of 9 12:43 pm 1/27/17 Type Date Num BP Name Qty Qty Vol U/M Prce Amount Gross Margn GM% IPA Keg 1/2 BBL , , % Keg 1/6 BBL IPA Keg 1/6 BBL (1003K16) Invoce 1/24/ Pacfc Dstrbutng Inc Unts % Invoce 1/15/ Northern Wne & Sprts Unts % Invoce 1/25/ Pacfc Dstrbutng Inc Unts % Invoce 1/25/ Albertson's Stores Unts % IPA Keg 1/6 BBL (1003K16) , , % Keg 1/6 BBL , , % IPA ,6.40 4, % No Brand Defned Case 2 x 12packs of 12oz Bottles Amber Ale Case 2/12/12 Btl (1001B212) Invoce 1/24/ Pacfc Dstrbutng Inc Unts (198.42) (27.6%) Invoce 1/24/ Pacfc Dstrbutng Inc Unts (198.42) (27.6%) Invoce 1/25/ Pacfc Dstrbutng Inc Unts (198.42) (27.6%) Amber Ale Case 2/12/12 Btl (1001B212) , (595.26) (27.6%) Case 2 x 12packs of 12oz Bottles , (595.26) (27.6%) Case 4 x 6packs of 12oz Bottles Amber Ale Case 4/6/12 Btl (1001B46) Invoce 1/24/ Pacfc Dstrbutng Inc Unts % Invoce 1/24/ Pacfc Dstrbutng Inc Unts , % Invoce 1/15/ Northern Wne & Sprts Unts , % Invoce 1/15/ Ben H. Keth Beverages Unts , % Invoce 1/25/ Pacfc Dstrbutng Inc Unts , % Invoce 1/25/ Albertson's Stores Unts % Amber Ale Case 4/6/12 Btl (1001B46) , , % Case 4 x 6packs of 12oz Bottles , , % Keg 1/2 BBL Amber Ale Keg 1/2 BBL (1001K12) Invoce 1/15/ Ben H. Keth Beverages Unts % Generated by Orchestrated TM vers AN813 rels

6 Contaner Trackng Reports v4.5

7 Keg Contaner & Depost Actvty for transactons 1/1/2014 2/28/2014 Page 1 of 6 2/3/2017 Pacfc Dstrbutng Inc. (C1005) 1215 Elm Street FnGood: Kegged Net Sold Returned Dfference 1001K12 Amber Ale Keg 1/2 BBL K12 Pale Ale Keg 1/2 BBL K12 IPA Keg 1/2 BBL K12 Stout Keg 1/2 BBL 16 0 Keg 1/2 BBL K16 Amber Ale Keg 1/6 BBL K16 Pale Ale Keg 1/6 BBL K16 IPA Keg 1/6 BBL K16 Stout Keg 1/6 BBL 24 0 Keg 1/6 BBL FnGood: Kegged s: Depost/Credt: Kegs Net Sold Returned Dfference 19950K12Credt Credt Keg Credt (1/2 Bbl) K12Depost Depost Keg Depost (1/2 Bbl) Keg 1/2 BBL K16Credt Credt Keg Credt (1/6 Bbl) K16Depost Depost Keg Depost (1/6 Bbl) Keg 1/6 BBL Depost/Credt: Kegs s: Pacfc Dstrbutng Inc. s Northern Wne & Sprts (C1010) 2099 Man Street FnGood: Kegged Net Sold Returned Dfference 1001K12 Amber Ale Keg 1/2 BBL K12 Pale Ale Keg 1/2 BBL K12 IPA Keg 1/2 BBL K12 Portlanda Porter Keg 1/2 BBL 0 Keg 1/2 BBL K16 IPA Keg 1/6 BBL 0 Keg 1/6 BBL 0 FnGood: Kegged s: Generated by Orchestrated Jra AN1103 vers

8 Taxable Shpment Reports v4.5

9 Taxable Shpment Detals by State for documents dated 1/1/2016 1/31/2016 Colorado Page 1 of 7 1/27/2017 ** NOT FOR TTB REPORTING TTB reportng s not based on nvoce date. Northern Wne & Sprts 2099 Man Street, Denver, CO, Doc# Doc Date Delvered Comments Unts BBLs Gals Case 4/6/12 Btl Frkn Case 4/6/12 Btl : Keg 1/2 BBL Frkn : ,240.0 Keg 1/6 BBL Keg 1/2 BBL : , Keg 1/6 BBL : Northern Wne & Sprts : ,580.4 Colorado s: Pack Famly Pack Sze Unts BBLs CASE BOTTLE Case 4/6/12 Btl KEG Keg 1/2 BBL ,480.0 Gals Keg 1/6 BBL Frkn Colorado s: ,580.4 Generated by Orchestrated vers AN952 rel

10 Reportsv4.5

11 Brand Order Fulfllment by Busness Partner for documents dated (or due) between 1/1/2016 1/31/2017 Page 1 of 1 1/27/2017 IPA Unts Unts Unts Pack Sze Busness Partner Sold In Delvery On Order for Perod Case 4/6/12 Btl Albertson's Stores s Beer House Dstrbutors Ben H. Keth Beverages Cty Beverage Co Columba Dstrbutng Portland Coors Dstrbutng Company Fox Dstrbutng Co Northern Wne & Sprts Pacfc Dstrbutng Inc Tap Room Western Eagle Dstrbutng Case 4/6/12 Btl s: Keg 1/2 BBL Albertson's Stores Beer House Dstrbutors Ben H. Keth Beverages Cty Beverage Co Columba Dstrbutng Portland Coors Dstrbutng Company Fox Dstrbutng Co Northern Wne & Sprts Pacfc Dstrbutng Inc Pennsylvana Beer Dstrbutors Inc Sun Valley Beverages Western Eagle Dstrbutng Keg 1/2 BBL s: Keg 1/6 BBL Albertson's Stores Beer House Dstrbutors Ben H. Keth Beverages Cty Beverage Co Columba Dstrbutng Portland Coors Dstrbutng Company Fox Dstrbutng Co Northern Wne & Sprts Pacfc Dstrbutng Inc Thrsty Lon Pb & Grll Western Eagle Dstrbutng Keg 1/6 BBL s: Frkn Northern Wne & Sprts Pacfc Dstrbutng Inc Frkn s: IPA s: , Generated by Orchestrated TM vers B

12 Page 1 of 3 Open Order Avalable to Promse Orders due 7/1/2016 7/31/2016 1/27/ :58:05 Locaton > Warehouse > Customer Brewery #1 Number Ordered Due Whs Code Qty Ordered Qty Open Extra ATP Qty Man Warehouse Columba Dstrbutng Portland (C1125) Amber Ale Case 4/6/12 Btl /17/2016 7/14/2016 A ,141 Amber Ale Keg 1/2 BBL /17/2016 7/14/2016 A Amber Ale Keg 1/6 BBL /17/2016 7/14/2016 A Pale Ale Keg 1/2 BBL /17/2016 7/14/2016 A Pale Ale Keg 1/6 BBL /17/2016 7/14/2016 A IPA Case 4/6/12 Btl /17/2016 7/14/2016 A IPA Keg 1/2 BBL /17/2016 7/14/2016 A Stout Case 4/6/12 Btl /17/2016 7/14/2016 A Stout Keg 1/2 BBL /17/2016 7/14/2016 A Stout Keg 1/6 BBL /17/2016 7/14/2016 A IPA Keg 1/6 BBL /17/2016 7/14/2016 A Cand Mead Keg 1/2 BBL /17/2016 7/14/2016 A Amber Ale Case 4/6/12 Btl /26/2015 7/22/2016 A ,128 Amber Ale Keg 1/2 BBL /26/2015 7/22/2016 A Amber Ale Keg 1/6 BBL /26/2015 7/22/2016 A IPA Case 4/6/12 Btl /26/2015 7/22/2016 A IPA Keg 1/2 BBL /26/2015 7/22/2016 A IPA Keg 1/6 BBL /26/2015 7/22/2016 A Pale Ale Case 4/6/12 Btl /26/2015 7/22/2016 A Pale Ale Keg 1/2 BBL /26/2015 7/22/2016 A Pale Ale Keg 1/6 BBL /26/2015 7/22/2016 A Stout Keg 1/2 BBL /26/2015 7/22/2016 A1 526 Stout Case 4/6/12 Btl /26/2015 7/22/2016 A Stout Keg 1/6 BBL /26/2015 7/22/2016 A Portlanda Porter Keg 1/2 BBL /26/2015 7/22/2016 A (48) Portlanda Porter Keg 1/6 BBL /26/2015 7/22/2016 A (64) Portlanda Porter Case 4/6/12 Btl /26/2015 7/22/2016 A Northwest Nut Brown Keg 1/2 BBL /26/2015 7/22/2016 A Fox Dstrbutng Co. (C1080) Amber Ale Case 4/6/12 Btl /1/2016 7/18/2016 A ,129 Amber Ale Keg 1/6 BBL /1/2016 7/18/2016 A Generated by Orchestrated jra AN1053 vers

13 Regonal Analyss by State for transactons dated 1/1/2016 1/31/2016 Page 1 of 9 1/27/2017 Colorado FnGood: Bottled Unts Sold Gross Proft Doc # Date BBLs Sold Prce / BBLs Cost / BBLs Proft / BBLs Amber Ale Case 4/6/12 Btl /15/ $ 1, $ $ Amber Ale Case 4/6/12 Btl s: Cost 60 $ 1, $ $ $ per BBLs: 4 $ $ Xmas Stout Case 4/6/12 Btl /15/ $ 1, $ 1, $ FnGood: Kegged Xmas Stout Case 4/6/12 Btl s: $ $ 1, $ 1, $ $ per BBLs: 4 $ $ $ per BBL $ FnGood: Bottled s: $ 2, $ 1, $ Unts Sold $ 2.45 $ $ Gross Proft Doc # Date BBLs Sold Prce / BBLs Cost / BBLs Proft / BBLs Amber Ale Keg 1/6 BBL /15/ $ $ $ Amber Ale Keg 1/6 BBL s: Cost 16 $ $ $ $ per BBLs: 3 $ $ $ Pale Ale Keg 1/2 BBL /15/ $ 2, $ $ 1, Pale Ale Keg 1/2 BBL s: 24 $ 2, $ $ 1, $ per BBLs: 12 $ $ $ Pale Ale Keg 1/6 BBL /15/ $ $ $ Pale Ale Keg 1/6 BBL s: 16 $ $ $ $ per BBLs: 3 $ $ $ IPA Keg 1/2 BBL /15/ $ 1, $ $ 1, IPA Keg 1/2 BBL s: 24 $ 1, $ $ 1, $ per BBLs: 12 $ $ $ IPA Keg 1/6 BBL /15/ $ $ $ IPA Keg 1/6 BBL s: 16 $ $ $ $ per BBLs: 3 $ $ $ IPA Frkn /15/ $ $ 8.92 $ IPA Frkn s: 4 $ $ 8.92 $ $ per BBLs: 1 $ $ $ Portlanda Porter Frkn /15/ $ $ $ Portlanda Porter Frkn s: 4 $ $ $ $ per BBLs: 1 $ $ $ Generated by Orchestrated vers AN286 rels

14 Regonal Analyss by State for transactons dated 1/1/2016 1/31/2016 Page 2 of 9 1/27/2017 Colorado FnGood: Kegged Unts Sold Gross Proft Doc # Date BBLs Sold Prce / BBLs Cost / BBLs Proft / BBLs Xmas Stout Keg 1/2 BBL /15/ $ 1, $ $ Xmas Stout Keg 1/2 BBL s: Cost 8 $ 1, $ $ $ per BBLs: 4 $ $ $ Xmas Stout Keg 1/6 BBL /15/ $ 1, $ $ Xmas Stout Keg 1/6 BBL s: 16 $ 1, $ $ $ per BBLs: 3 $ $ $ Northwest Nut Brown Keg 1/2 BBL /15/ $ 3,1.00 $ $ 2,2.49 Northwest Nut Brown Keg 1/2 BBL s: 24 $ 3,1.00 $ $ 2,2.49 $ per BBLs: 12 $ $ $ FnGood: Kegged s: $ 13, $ 4, $ 8, Depost/Credt: Kegs Unts Sold Gross Proft Doc # Date BBLs Sold Prce / BBLs Cost / BBLs Proft / BBLs Depost Keg Depost (1/2 Bbl) /15/ $ 2, $ $ 2, Depost Keg Depost (1/2 Bbl) s: Cost 80 $ 2, $ $ 2, $ per BBLs: 40 $ $ $ Depost Keg Depost (1/6 Bbl) /15/ $ 2, $ $ 2, Depost Keg Depost (1/6 Bbl) s: 80 $ 2, $ $ 2, $ per BBLs: 13 $ $ $ Depost/Credt: Kegs s: $ 4, $ $ 4, Colorado s: $ 20, $ 6, $ 14,023. Massachusetts FnGood: Bottled Unts Sold Gross Proft Doc # Date BBLs Sold Prce / BBLs Cost / BBLs Proft / BBLs Amber Ale Case 4/6/12 Btl /15/ $ 1, $ $ Amber Ale Case 4/6/12 Btl s: Cost 90 $ 1, $ $ $ per BBLs: 7 $ $ $ Generated by Orchestrated vers AN286 rels

15 Analyss Dashboard (Case Equvalents) Page 5 of 6 1/27/2017 1/1/2016 1/31/2016 compared to Last Year, Same Range (1/1/2015 1/31/2015) Brand Comparson Selected Range Comparson Range Style Selected Comparson Growth Blonde $ 2, $ 3, % Blonde Bock $ 1, $ 4, % IPA $ $ 1, % No Style Defned $ 7, $ 7, % Oktoberfest $ 4, $ 3, % Pale Ale $ $ % Plsner $ $ 1, % Portlanda Porter $ $ % Stout $ 2, $ 3, % Xmas Stout $ 1, $ % Blonde Blonde Bock IPA No Style Defned Oktoberfest Pale Ale Plsner Portlanda Porter Stout Xmas Stout Brand Comparson % of Amount Selected Perod Comparson Perod 8.1% 11.5% 1.1% 12.2% 7.8% 1.0% 3.2% 12.1% 2.5% 7.3% 12.0% 15.8% 22.6% 35.7% 12.2% 5.7% 29.2% Blonde Blonde Bock IPA No Style Defned Oktoberfest Pale Ale Plsner Portlanda Porter Stout Xmas Stout Blonde Blonde Bock IPA No Style Defned Oktoberfest Pale Ale Plsner Portlanda Porter Stout Xmas Stout Generated by Orchestrated Jra AN1066 vers

16 by Brand & Barrel for transactons dated 1/1/2016 1/31/2016 Page 1 of 3 1/27/2017 Pale Ale Contaner Transacton Count Unts Barrels Revenue per Barrel FnGood: Bottled Pale Ale Case 4/6/12 Btl $ $ FnGood: Bottled s: 0.9 $ $ FnGood: Kegged Pale Ale Keg 1/2 BBL $ 3, $ Pale Ale Keg 1/6 BBL $ 2, $ FnGood: Kegged s: 31.2 $ 5, $ Pale Ale s:.0 $ 6, $ IPA Contaner Transacton Count Unts Barrels Revenue per Barrel FnGood: Bottled IPA Case 4/6/12 Btl $ $ FnGood: Bottled s: 0.9 $ $ FnGood: Kegged IPA Keg 1/2 BBL $ 3, $ IPA Keg 1/6 BBL $ 2, $ IPA Frkn $ $ FnGood: Kegged s:.6 $ 6, $ IPA s: 33.4 $ 6,6.40 $ Stout Contaner Transacton Count Unts Barrels Revenue per Barrel FnGood: Bottled Stout Case 2/12/12 Btl $ 1, $ Stout Case 4/6/12 Btl $ $ FnGood: Bottled s: 6.8 $ 2, $ FnGood: Kegged Stout Keg 1/2 BBL $ $ Stout Keg 1/6 BBL $ $ FnGood: Kegged s: 3.2 $ 1, $ 3.68 Stout s: 10.0 $ 3, $ Portlanda Porter Contaner Transacton Count Unts Barrels Revenue per Barrel FnGood: Kegged Portlanda Porter Frkn $ $ FnGood: Kegged s: 1.4 $ $ Portlanda Porter s: 1.4 $ $ Generated by Orchestrated jra AN1054 vers

Sample Reports: Inventory. v4.5

Sample Reports: Inventory. v4.5 BEER Busness Management Software for Craft Breweres. Sample Reports: Inventory v4.5 Avalable Inventory Reports Audt Reports Item by Brand & Process Audt Items by Pack Type Audt TTB Item Setup Audt TTB