Reports across quote, order and invoice, because they are one record
Margin by rep after the distributor invoice, forecast from real quote values, spend by distributor, sales by contract vehicle, invoice aging at 30, 60 and 90 days. Built in the report center from the transactions themselves, not assembled in a spreadsheet at month end.
VARCommerce reporting runs across quotes, purchase orders, orders, shipments and invoices together. The report center includes pipeline and forecast, actual margin by rep, product line and customer, distributor spend, sales history by customer and by part number, contract sales by vehicle for government reporting, invoice aging with 30/60/90-day buckets, and rep performance. Reports are filtered, saved and exported to Excel, and custom reports can include any field in the platform.
What is in the report center
- Sales and margin. Revenue and actual margin by rep, customer, product line, manufacturer and period, using the distributor cost on the PO and the price on the invoice.
- Pipeline and forecast. Best case, weighted and quote-total views by month, quarter or year, with drill-through to the deals. See CRM.
- Sales history. What each customer bought and when, and prior sales of any part number, available while quoting.
- Purchasing. Spend by distributor and supplier, open purchase orders, backorders.
- Receivables. Invoice aging with 30, 60 and 90-day buckets, open invoices, payments and credits.
- Government contracts. Sales by contract vehicle, agency and period for SEWP, CIO-CS, GSA and state contracts. Government VARs →
- Storefront activity. Orders, users and activity per customer store.
Why these reports are hard anywhere else
A quoting tool can report on quotes. An accounting system can report on invoices. Neither can tell you the margin a rep actually made on a deal after the distributor's invoice arrived, or which contract vehicle a quarter's revenue came through, because that needs the quote, the purchase order and the invoice to be the same record. In VARCommerce they are, so those are saved reports rather than spreadsheet projects.
Custom reports and export
The ad-hoc report builder can include any field in the platform, with filters, grouping and totals. Reports are saved, shared and exported to Excel, and the quote, order and invoice documents themselves export to PDF and Excel with your print settings.
Frequently asked questions
Can I report on actual margin?
Yes. Because the distributor cost on the PO and the price on the invoice are the same record, margin reports use real numbers, not the quote estimate.
Is there invoice aging?
Yes. Aging reports show open invoices in 30, 60 and 90-day buckets by customer, with payments and credits applied.
Can reports be customised and exported?
Yes. The report builder can include any field in the platform; reports are saved and exported to Excel.
Can I see what a customer bought before?
Yes. Sales history by customer and prior sales by part number are available in reporting and while building a quote.