What reports are available on Zeablue?

On the overhead menu bar, click or hover over Reports. 

Here, you can access all kinds of different reports to run for purposes like month-end reporting. These are some recommended reports to run for each category:

Each report offers a wide range of filters to choose from.

In addition to the above, the following reports are available if required:

• Click Reports on the overhead menu bar
• Then click View all reports
• See below:

Selection of CRM/Contacts reports:

• Customers ageing
• Suppliers ageing
• First time buyers
• Customers haven't bought since
• Customers meeting report
• Inactive customers report
• Task job details report

Selection of sales reports:

• Invoice details
• Invoice details with source, discount and shipping columns
• Invoices summary report
• Outstanding orders summary report
• Outstanding (and/or fulfilled) orders detailed report
• Backorders report
• Freight recovery
• Order shipment details
• Download selective sales data
• Sales by attributes
• Quote conversion metrics
• Orders forward planning report
• Orders margin summary report
• Multi-months (3, 6, 12 months) sales report
• 12-monthly sales report
• Weekly sales report
• Vouchers
• Sales report selection:
  • * By customer
  • * By team members
  • - By team members by product types
  • - By team members by brands
  • - By team members by suppliers
  • * By product
  • * By product type
  • * By channel
  • * By brand
  • * By level 1 category
  • * By level 2 category
  • * By kitsets
  • * Totals by invoice
  • * Totals by product
  • Plus other filters

Selection of inventory reports:

• Inventory levels & quantities
• Low stock and replenish
• Top sellers
• Ageing report
• Inventory transactions or movements
• Inventory transactions summary
• Batch numbers
• Serial numbers
• Product information & demands
• Inventory levels by locations pivot (across)
• Product price list report with images
• Landed cost history by product or by supplier
• Inventory levels with carton and pallet quantities
• Production usages
• Pallets & boxes
• Box movements

Selection of purchases reports:

• Purchase price history
• Outstanding purchase orders
• Products receipted for outstanding sales order
• Purchase orders details report
• Supplier bills details report
• Bills pre-created but landed cost not yet completed
• Purchases report selection:
  • * By supplier
  • * By team members
  • * By product
  • * By product type
  • * By channel
  • * By brand
  • * By level 1 category
  • * By level 2 category
  • * Totals by invoice bills
  • * Totals by product
• Purchases by attributes