This Report contains every record of the transactions done by the complete field staff through the FA App. It contains all the details of the order booking i.e. the SKUs booked, Outlet details from where the order was taken, No Sales reason in the case where no booking was done, etc.
Report Logic: The report is transaction based and contains data as per the transactions.
Data will reflect if transaction is done irrespective of active/inactive user.
Date Range Filter: Yes. Up to 31 days
Understanding the Headers in the sheet (from left to right):
- Order No.: The order ID generated against the order done by the User.
- Header (2-6) Employee Hierarchy: Hierarchy of a Field User. For Ex: ZonalSalesManager (Level-4) > RegionalSalesManager(Level-3) > AreaSalesManager(Level-2) > Reporting Manager (Whom the user is reporting) > User.
- User Rank: Rank of the user at which he is present in Company Hierarchy.
- Distributor:Name of the Distributor against whom the Order is done.
- Region:A geographical entity which is a subset of the Zone.
- Zone:It is an entity which is superset of all Geographical entities. Zone is the largest geographical area in which regions are present which further break down into Territory.
- Territory:A geographical entity to locate the beat geographically.
- Beat ERP Id: A unique ID to represent that beat. Beat name can be same but the ERP id is unique and carries the identity of that beat.
- Beats: Name of the beat on which the Order has been done.
10. Outlet ERP Id: A unique ID to represent that Outlet. Outlet name can be same but the ERP id is unique and carries the identity of that outlet.
11. Outlet: Name of the outlet on which the Order has been done.
12. Owner Name: Name of the outlet’s Owner.
13. Owner No.: Owner contact number.
14. Address: Address where the outlet is present.
15. Market, City, State: Market name, City Name and the State Name where the Outlet exists.
16. Outlet Created On: Date when the outlet was created.
17.Order Date: Date when order was taken on that outlet.
18.Time: Time at which Order was taken.
19.Primary Category: Primary Category of that Product which is booked by the user against the Order Id.
20. Secondary Category: Primary Category of that Product which is booked by the user against the Order Id.
21. Product: Name of the Product booked by the user against the Order Id.
22. Qty (Std Unit): Total quantity of order booked by the user in Standard Unit.
23. Standard Unit: Entity in which company measures its sales. It is defined by the company for Category of that Product.
24. Qty (Unit): Total quantity of order booked by the user in Unit.
25. Unit: A smallest entity defined by the company for a Product (SKU).
26. Discount: Discount provided to the Retailer against the Order Booked.
27. Price: PTR (Price to Retailer) value of 1 unit of a Product (SKU).
28. Sale Value: Total Sales Value done by the user for a SKU on a particular outlet. (Price*Qty unit”)
29.Net Value: Net value amount of the product (SKU) booked on a particular outlet. (Sales Value Discount).
30. No Sales Reason Category: Reason Category for No sales done on a particular outlet.
31. No Sales Reason: Reason for No sales done on a particular outlet.
32. Order Remarks to Distributor: Additional information for the Distributor along with the Order.
33.Type of Visit: Type of visit done by the user on a particular outlet. Like, whether the user has physically visited the outlet or taken the order telephonically.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article