Flat Sales Validation Report

The report reflects the orders taken v/s validated  orders by the employees. This report is helps in capturing the actual sales  done on a particular outlet. 

Since, the actual sales refer to the order  supplied by the distributor against the order booked on a particular outlet. 

The Report gives the information as how  much Order has been supplied to the Retailer, is the order processed by the  Distributor, how much order is processed by the Distributor by when. 

Report  Logic: 

1. The report is transaction based  and contains data as per the transactions. 

2. Data will reflect if  transaction is done irrespective of active/inactive user.

Date  Range Filter: Yes. Up to 31 days

Important  Points: 

· Setting should be enabled from  Back-end to use this feature. 

· User has to submit “Secondary  Order Validation” present under “3 Dots” in the application. 

Understanding the Headers in the sheet (from  left to right):

1. Order Id.: The order ID generated against the order done by the User.
2. 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.
3. User Rank: Rank of the user at which he is  present in Company Hierarchy.
4.  Distributor:Name of  the Distributor against whom the Order is done
5. Beats: Name of the  beat on which the Order has been done. 
6. 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.
7. Outlet: Name of the outlet on which the Order has been done.
8. Owner Name: Name of the outlet’s Owner.
9. Owner’s Contact No.: Owner contact number.
10. Address: Address where the outlet is present. 
11. Market, City, State:  Market name, City Name and the State Name where the Outlet exists. 
12. Outlet Created On:  Date when the outlet was created. 
13.  Order Date: Date when order was taken on  that outlet.
14. Time: Time at which Order was taken. 
15.  Primary Category: Primary Category of  that Product which is booked by the user against the Order Id.
16. Secondary Category: Primary Category of that Product which is booked by the user against the Order Id.
17.  Product: Name of the Product booked by  the user against the Order Id.
18. Unit: A smallest  entity defined by the company for a Product (SKU). 
19. Qty (Unit): Total  quantity of order booked by the user in Unit.
20. Qty (Std Unit): Total quantity of order booked by the user in Standard Unit.

21. Qty (Dispatch): Total quantity of order  dispatched by the Distributor in Unit. 

22. Std Qty (Dispatch): Total quantity of  order dispatched by the Distributor in Standard Unit.

23. Delivery Status: Current status of  Delivery of the Order. Whether the distributor has delivered the order  fully/partially/not delivered.

Types of Delivery  Status:

· Not Validated: If the order is not  validated by the Employee. 

· Fully Dispatched: If the Dispatch is  done completely as it was ordered.

· Partially Dispatched: If the Dispatch is  done between (0-full) with respect to the booked order. 

· Rejected: If the Dispatched order is 0  by the Distributor against the booked order. 

24. Validation Date: Date on which Order was  validated by the Field User. 

25. Delivery/Rejection Date: Date on which  the order was delivered/rejected by the distributor. 

26. Price: PTR (Price to Retailer) value of  1 unit of a Product (SKU). 

27.Sale Value: Total Sales Value done by the user for a SKU on a particular outlet. (Price*Qty “unit”)

28. Value (Dispatch): Total Sale Value of  the Order dispatched by the Distributor. 

29. Shop Type: Type of Shop in which the  Order is booked. (Grocery Small/Medium, Oil Depot).

30. Shop Segmentation: Segmentation of the outlet based on the Potential of the outlet. Segmentation can be based on the Revenue generated by the outlet/Product space  in the outlet/Competitors Product Sales from the outlet.