The Intelligence module gives you a snapshot of the best and worst producers for a given time period, including Products, Customers, and sales documents.
In addition, you are able to see these reports in terms of Revenue, Margin, and Profit for each category. These reports can be saved as a favorite for easy-access at a later date.
To choose a particular Intelligence report, select it from the pop-up menu at the top of the window. Select the number of results you wish to find. If you want to exclude Products with no cost, check the checkbox below the menus. To refine the results of your search, use the filters at the bottom of the window. In the “Sales By” set of Reports, your results will be displayed in chart form. You have the option to view the data as a bar chart or a line chart.
There is an Inventory Valuation By Date report that you can save as a tab-delimited file to your hard drive. For Apple authorized resellers, the Apple GDV Inventory Report shows the levels of Apple inventory you have in stock in the time frame you specify. However, this report can be used for a basic inventory turnover report for all Products.
You can produce a bar chart or line chart to represent monthly or yearly sales, based on revenue, margin, or profit.
Inventory Valuations and Accounts Receivable reports are available as of a particular date in the Intelligence module, allowing you to know the value of your inventory at any time in the past.
To run the GDV report, choose it from the pop-up menu in Intelligence, and filter your results for the Family “Apple”. If you require it, the file will display the Supplier Code, or you can leave the pop-up menu blank to have the Product Code used. Click OK, and save the file to your hard drive.
The resulting file will include the Product Code, the Description, the quantities sold and returned in the date range you had specified, and the quantity you have left in stock.
Clicking the Find button in Intelligence displays your results in the Intelligence window, and the pop-up menu at the top of the window allows you to increase the number of results produced. Save will save the results in a tab-demited file on your hard drive.
Clicking the Add to Favorites button allows you to save the selected report to a list that you can open in the future for fast access of your commonly-run reports.
