Sales Overview

The Open SOs Sales Overview page helps organizations understand their sales data, focusing on delivery statuses and profit center performance.

Tools2Winportal.tools2winretail.com

Access Note: Usage of the Open SOs tool requires the “Open SO” permission, granted by your Admin.

Key Features

1. Sales by Delivery Date

   • Displays a bar chart showing the total sales over time categorized by delivery status: Complete, Partial, and None.

   • Helps visualize sales trends and the distribution of delivery statuses over time.

2. Sales by Available to Delivery Status

   • A pie chart that breaks down sales by their delivery status (Complete, Partial, None).

   • Quickly see the proportion of sales that are complete, partial, or not delivered.

3. Sales by Profit Center

   • A bar chart showing sales performance by profit center.

   • Allows comparison of sales amounts across different profit centers, categorized by delivery status.

4. Detailed Sales Table

   • A table that lists delivery methods (Del Via) with their corresponding sales figures for Complete, Partial, and None statuses.

   • Provides a detailed view of sales data, helping identify which delivery methods contribute most to sales and where improvements are needed.

Viewing Data In Pieces

The above features can also display data in terms of pieces sold rather than sales. Simply switch to the "Pieces" tab to view the same metrics based on the number of items sold.