| Report Name | Report Description | Data Formats |
|---|---|---|
| Item Full Mapping | Get an overview of how your items are sorted: categories, brands, vendors | Web/Excel |
| Item Categories | Get a rundown of how your items are grouped within your categories | Web/Excel |
| Purchase Order Items | Web/Excel | |
| Item Lots Active | An overview of all active item lots | Web/Excel |
| Item Lots By Expiration | An overview of all active item lots with an expiration date | Web/Excel |
| Item Lot Inventory | Track the monetary value of your item lots | Web/Excel |
| Item Inventory | A global overview of your current inventory levels | Web/Excel |
| Item Active Reconciliation | Web/Excel | |
| Item Catalog | An overview of all items | Web/Excel |
| Item Image/PDF Catalog | Create an image catalog for all or only select items | Web/Excel/PDF/Schedule PDF* |
| Customer Order Items Template | Create an order guide for a customer | Web/Excel/PDF |
*Schedule PDF - Creating image catalogs can take time. Select Schedule PDF when creating an extensive image catalog and LodDepot will send it to the main user's email once it is finished.
| Report Name | Report Description | Data Formats |
|---|---|---|
| Price Level Items | Track items that are part of one or more price levels. | Web/Excel |
| Price Level Item Cost Exception | Web/Excel | |
| Price Level Item By Customer | Track items that are part of one or more price levels for individual customers. | Web/Excel |
| Report Name | Report Description | Data Formats |
|---|---|---|
| Item Income Analysis | Get an overview of your sales. Use actual vs. expected comparison to evaluate performance. | Web/Excel |
| Item Sales History | Track sales history of each individual item | Web/Excel |
| Item Sales Summary | Get an overview of how individual categories/customers/items are performing. | Web/Excel |
| Sales Order Items | If you run promotions with free items, this report will show you which items and in what quantity are being sold for free. | Web/Excel |
| Report Name | Report Description | Data Formats |
|---|---|---|
| Customer Sales | Get a more detailed overview of sales by customer/or multiple. Great for internal analysis as it includes cost and profit %. | Web/Excel |
| Customer Sales Short | Get a more detailed overview of sales by customer/or multiple. Great for customer reports as includes payment status protects sensitive information such as cost and profit %. | Web/Excel |
| Customer Cash Transactions | Get an overview of all payments by customer. | Web/Excel |
| Customer Status | Give you an easy access to customer information, helps identify overdue accounts and track last order date. | Web/Excel |
| Item Quantity By Customers | A great way to compare customers’ purchasing volumes side by side. | Web/Excel |
| Item Movement By Customer | See what your customers are purchasing. | Web/Excel |
| Report Name | Report Description | Data Formats |
|---|---|---|
| Item Movement By Vendor | Analyze how well the products from specific vendors are performing. | Web/Excel |
| Item Movement By Preferred Vendor | Analyze how well the products from specific vendors are performing. Items’ data that have multiple vendors will be listed under preferred vendor exclusively. | Web/Excel |
| Vendor Customer Item Activity | Gives a greater insight which vendors are preferred by individual customers. | Web/Excel |
| Report Name | Report Description | Data Formats |
|---|---|---|
| Picker Performance | Evaluate the performance of your team. | Web/Excel |
| Salesman Performance | View all sales (pre-tax) for each individual salesperson. Great way to evaluate performance and compensation. (By order view) | Web/Excel |
| Salesman Sales Items | View all sales (pre-tax) for each individual salesperson. Great way to evaluate performance and compensation. (By item view) | Web/Excel |