Difference between revisions of "Template ERP Pronto"

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(Created page with "Notice: - This template has not yet been translated into English and Spanish. This model has several dashboards for analysis with Billing, Requests, Bills to Receive, Inven...")
 
 
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Notice:
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<languages/>
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<translate>
  
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- This template has not yet been translated into English and Spanish.
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<!--T:1-->
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<strong style="color: red;">Notice:</strong>
  
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<!--T:2-->
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* This template has not yet been translated into English and Spanish.
  
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This model has several dashboards for analysis with Billing, Requests, Bills to Receive, Inventories and Production Orders information, all with integration processes between the Focco ERP and TaticView already available allowing an even more efficient management of your company.
 
  
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<!--T:3-->
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This template has two datasources with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.
  
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The purpose of this template is to enable an initial deployment of the TaticView information application quickly and efficiently so that the company can make even more assertive decisions.
 
  
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With the adoption of this template, it is possible in a few days or even hours, to access and share information with collaborators, partners, representatives, clients, suppliers, etc. In a safe way.
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<!--T:4-->
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'''Metrics Datasource'''
  
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<!--T:5-->
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Has several global metrics such as:
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* monthly and daily invoicing evolution,
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* main customers,
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* main salespeople,
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* evolution of inventory levels,
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* aging of accounts payable and receivable.
  
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In this context it consists of a set of dashboards in TaticView, a set of information on Billing, Orders, Bills to Receive, Stocks and Production Orders, integration processes between the Focco ERP and the TaticView solution.
 
  
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<!--T:6-->
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'''Billing Datasource informations:'''
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* invoice issue date;
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* company code;
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* branch code;
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* invoice and item number;
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* type of movement code and description;
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* products groups descriptions (Levels 1, 2, 3 and 4);
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* product code;
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* product description;
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* customers fancy name;
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* customer city;
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* customer state;
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* customer's country;
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* seller;
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* product sales unit;
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* sold amount;
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* gross value;
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* discount;
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* total taxes (ICMS, ICMS SUBST, PIS and COFINS);
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* commissions;
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* total amount deducted from discounts, taxes and commissions;
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* product cost;
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* profit margin ;
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* PIS value;
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* Cofins value;
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* ICMS value;
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* ICMS ST value;
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* IPI value;
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* profit margin %;
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* average Net value;
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* average Total value.
  
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Importantly, the company itself may create and share more dashboards according to its management need.
 
  
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<!--T:7-->
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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.
  
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Optionally you can adopt the application Sadig Analysis to be the repository of information, elaboration of ad-hoc analysis, sending of information by email, among other options.
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<!--T:8-->
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The template also allows for some personalizations and customizations both in the dashboards and in the extractors.
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 +
 
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<!--T:9-->
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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.
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 +
 
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<!--T:10-->
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This contract also allows that using this methodology other integrations can be developed together with the client.
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 +
 
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<!--T:11-->
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<strong style="color: red;">Important:</strong>: In order to use your data in this template, you must to get in touch with us:
 +
 
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<!--T:12-->
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* Company: Sadig
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* Business contact
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* Email: comercial@sadig.com
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* Phones: 11 4331-1062 / 51 3632-5300
 +
 
 +
 
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<!--T:13-->
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<h3>Analyzes available in this template</h3>
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 +
 
 +
<!--T:14-->
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'''''Global Metrics Analysis'''''
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<!--T:15-->
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ERP Pronto metrics over Billing, Payable and Receivable Bills.
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 +
 
 +
<!--T:16-->
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[[File:Analise_Indicadores.png|1100px|link=]]
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 +
 
 +
 
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<!--T:17-->
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'''''General Billing Analysis'''''
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<!--T:18-->
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Analysis of Billing and Margin for periods, customers, products and sellers.
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 +
 
 +
<!--T:19-->
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[[File:Analise_Faturamento_Geral.jpg|1100px|link=]]
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 +
 
 +
<!--T:20-->
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'''''Customer Billing Analysis'''''
 +
 
 +
<!--T:21-->
 +
Billing analysis with emphasis on the customer
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 +
 
 +
<!--T:22-->
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[[File:Analise_Faturamento_Clientes.png|1100px|link=]]
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 +
 
 +
<!--T:23-->
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'''''Products Billing Analysis'''''
 +
 
 +
<!--T:24-->
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Billing analysis with emphasis on the product
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 +
 
 +
<!--T:25-->
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[[File:Analise_Faturamento_Produtos.png|1100px|link=]]
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 +
 
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</translate>

Latest revision as of 13:37, 15 April 2023

Other languages:
English • ‎português do Brasil

Notice:

  • This template has not yet been translated into English and Spanish.


This template has two datasources with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.


Metrics Datasource

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.


Billing Datasource informations:

  • 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;
  • total 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
  • Email: 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.


Analise Indicadores.png


General Billing Analysis

Analysis of Billing and Margin for periods, customers, products and sellers.


Analise Faturamento Geral.jpg


Customer Billing Analysis

Billing analysis with emphasis on the customer


Analise Faturamento Clientes.png


Products Billing Analysis

Billing analysis with emphasis on the product


Analise Faturamento Produtos.png


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