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Mag-Filer may periodically need to be updated throughout the tax season. When an update is available, it is important to install the update prior to creating electronic files or printing tax information. This ensures tax files and forms are created ...
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Purpose The Sales by Quantity dashboard displays sales by quantity categorized by Product , Salesperson , Customer , Location , Department/Inventory Unit and Fiscal Year . Details Each section on the dashboard can act as a filter and mu...
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Purpose The Sales Order Analysis dashboard provides the ability to understand the quantity on sales orders being placed. This indicates the Order Type ( Pickup , Delivery , Booking ) along with the Status . Details Filter by Order Type , S...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Days Since Last Payment dashboard provides an overview of Payment History by Customer to determine the number of days since a payment was received. Details...
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The Tank Delivery History dashboard is based on data from a daily, scheduled extract. Purpose This dashboard displays the number of gallons delivered during a selected date range by tank location and product category. Details Choosing the Locat...
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This dashboard is based on data from a daily, scheduled extract. Purpose Closed Contracts is based upon Scale Ticket dates. If a Scale Ticket is in the date range and is applied to a closed contract, the contract will be visible. Details Choosin...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Grain Customer Ranking provides a customer ranking based on a date range and can optionally be based on Dollars or Units . Details The date range is based...
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This dashboard displays live data. Purpose The Grain Purchase Contract Status dashboard can be used to track which Purchase Contracts have been electronically signed or are pending signature. Details The Signed column indicated whether or not th...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Customer Ranking dashboard displays the customer ranking compared to other customers based on total sales dollars per fiscal year. Details The color sh...
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This dashboard can be used to view Delivery Tickets by several dimensions and measures. Purpose The Delivery Ticket Analysis dashboard can be used to view Delivery Tickets by several dimensions and measures. The Detail tab shows additional Deliv...