ERM-IO360 Reports and business intelligence
IO360’s Enterprise Resource Manager (ERM) is particularly rich in the quality and quantity of its Business Intelligence (BI) reports. These reports give users real-time information about their business to make fast, intelligent business decisions. Each of the reports comes preconfigured but is also user configurable with multiple options. Below is a partial reference list.
The real-time Sales Reports include:
- Account Profile
- Account and Contact Query by Category
- 12 Month Customer Information / Status History
- Customer Maximum Credit History
- Customer Credit Rating History
- Customer Call Activity Log History
- Accounts Receivable
- Account and Contact Activity
- Order Backlogs by Sales Order
- Order Backlogs by Inventory Item
- Leads Mailing List
- Quote HTML Report
- Quote PDF Report
- Non Recurring Charge Forecast
- Non Recurring Charge w/GP Forecast
- Monthly Recurring Charge Forecast
- Deferred Revenue History
- Commissions with Multiple Levels (includes Sales & Services)
The real-time MRP / Inventory Reports include:
- Inventory Valuation
- Inventory Valuation By Location
- Inventory Valuation Per Location
- Inventory Valuation Summary
- Inventory Aging
- Inventory Aging Per Location
- Price List with Cost
- Price List without Cost
- Inventory Status
- Open PO to Vendor
- Shipments Received
- Open PO Line Item
- Inventory Transaction
- Inventory Transaction By Category
- Item Tracking Available Qty
- Item Sales Forecast
- Vendors Detail List
- PO Approvals List
- PO to Vendor Approval History
The real-time Accounting Reports include:
- Customer Payment Register
- AR Aging by Sales Rep
- AR Aging by Customer
- Sales Taxes due to which authorities
- AP Aging
- AP Journal Entry
- AP by G/L Account
- AP Invoice Register
- AP Daily Cash Requirement
- AP Check Register (a.k.a. Payment Register)
- Invoice Items Cost History
- Invoice Items Unit Cost History
The real-time Production Reports include:
- Backlog by:
- Non-Recurring Order
- Recurring Order
- Part Number(items grouped by their Categories)*
- Revenue(Advance Payment)
- Customer Requested Ship/Service Date
- Invoice Register by:
- Sales Rep
- Customer
- BU
- Item Category
- Invoice number
- Customer Service Contract Expiration
E-mail:sales@aqies.com