Difference between revisions of "Template ERP Pronto"
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The other datamart contains billing information as follows: | The other datamart contains billing information as follows: | ||
| − | - invoice issue date; | + | - invoice issue date; |
| + | |||
- company code; | - company code; | ||
| + | |||
- branch code; | - branch code; | ||
| + | |||
- invoice and item number; | - invoice and item number; | ||
| + | |||
- type of movement code and description; | - type of movement code and description; | ||
| + | |||
- products groups descriptions (Levels 1, 2, 3 and 4); | - products groups descriptions (Levels 1, 2, 3 and 4); | ||
| + | |||
- product code; | - product code; | ||
| + | |||
- product description; | - product description; | ||
| + | |||
- customers fancy name; | - customers fancy name; | ||
| + | |||
- customer city; | - customer city; | ||
| + | |||
- customer state; | - customer state; | ||
| + | |||
- customer's country; | - customer's country; | ||
| + | |||
- seller; | - seller; | ||
| + | |||
- product sales unit; | - product sales unit; | ||
| + | |||
- sold amount; | - sold amount; | ||
| + | |||
- gross value; | - gross value; | ||
| + | |||
- discount; | - discount; | ||
| + | |||
- sum of taxes (ICMS, ICMS SUBST, PIS and COFINS); | - sum of taxes (ICMS, ICMS SUBST, PIS and COFINS); | ||
| + | |||
- commissions; | - commissions; | ||
| + | |||
- total amount deducted from discounts, taxes and commissions; | - total amount deducted from discounts, taxes and commissions; | ||
| + | |||
- product cost; | - product cost; | ||
| + | |||
- profit margin ; | - profit margin ; | ||
| + | |||
- PIS value; | - PIS value; | ||
| + | |||
- Cofins value; | - Cofins value; | ||
| + | |||
- ICMS value; | - ICMS value; | ||
| + | |||
- ICMS ST value; | - ICMS ST value; | ||
| + | |||
- IPI value; | - IPI value; | ||
| + | |||
- profit margin %; | - profit margin %; | ||
| + | |||
- average Net value; | - average Net value; | ||
| + | |||
- average Total value. | - average Total value. | ||
| Line 46: | Line 75: | ||
The template also allows for some personalizations and customizations both in the dashboards and in the extractors. | The template also allows for some personalizations and customizations both in the dashboards and in the extractors. | ||
| + | |||
It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user. | It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user. | ||
| + | |||
This contract also allows that using this methodology other integrations can be developed together with the client. | This contract also allows that using this methodology other integrations can be developed together with the client. | ||
| + | |||
Important: In order to use your data in this template, you must to get in touch with us: | Important: In order to use your data in this template, you must to get in touch with us: | ||
Revision as of 14:59, 20 March 2020
Notice:
- This template has not yet been translated into English and Spanish.
This template has two data marts with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.
The first data mart has several global metrics such as monthly and daily invoicing evolution, main customers, main salespeople, evolution of inventory levels, aging of accounts payable and receivable.
The other datamart contains billing information as follows: - invoice issue date;
- company code;
- branch code;
- invoice and item number;
- type of movement code and description;
- products groups descriptions (Levels 1, 2, 3 and 4);
- product code;
- product description;
- customers fancy name;
- customer city;
- customer state;
- customer's country;
- seller;
- product sales unit;
- sold amount;
- gross value;
- discount;
- sum of taxes (ICMS, ICMS SUBST, PIS and COFINS);
- commissions;
- total amount deducted from discounts, taxes and commissions;
- product cost;
- profit margin ;
- PIS value;
- Cofins value;
- ICMS value;
- ICMS ST value;
- IPI value;
- profit margin %;
- average Net value;
- average Total value.
It has 3 dashboards with metrics and analyzes already developed, and users can develop as many others as they think necessary based on these data.
The template also allows for some personalizations and customizations both in the dashboards and in the extractors.
It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user.
This contract also allows that using this methodology other integrations can be developed together with the client.
Important: In order to use your data in this template, you must to get in touch with us:
Company: Sadig Business contact E-mail: comercial@sadig.com Phones: 11 4331-1062 / 51 3632-5300
Analyzes available in this template
Global Metrics Analysis
ERP Pronto metrics over Billing, Payable and Receivable Bills.
General Billing Analysis
Analysis of Billing and Margin for periods, customers, products and sellers.
Customer Billing Analysis
Billing analysis with emphasis on the customer
Products Billing Analysis
Billing analysis with emphasis on the product
