Reporting: Monthly Partner Buy Group


The report ‘MONTHLY BUYS BY COMPANY’ is now available in Reporting > Customers page. This will allow you to see total units a retailer has ordered with most recent product data, grouped by delivery dates.

  • Order Date range selection limited to one year back, from today
  • Report will display error message if user attempts to Export report without selecting a retailer
  • Retailer dropdown will only allow selection of one retailer at a time
  • Report will display current product pricing, unless Pricesheet is assigned to retailer
  • Total Units field will include total of sum of units ordered of that item, if item was ordered more than once for same delivery date range
  • Total Amount field will include total sum of order amount of that item, if item was ordered more than once for same delivery date
  • Item may be visible more than once in report, if item was ordered more than once, with different delivery date ranges.

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