Mercury Connect Report Center
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| + | This information applies only to Mercury Connect. | ||
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| + | This page is about Beta functionality and subject to change without notice. | ||
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| + | Report Center provides you with quick access to detailed information for your business. Whether you're looking for information about your customer's current house account balances, your sales tax information, or your product sales by date or occasion, Report Center puts the information you need at your fingertips. You can even export and print the reports for your records. Reports are grouped into four main areas: | ||
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| + | ==Customer Reports== | ||
| + | These reports provide you with customer information, including an up-to-date list of house account balances, confirmation of account payments, and a complete customer list. | ||
| + | *[[Report Center: Aged Analysis Report|Aged Analysis Report]] | ||
| + | *[[Report Center: Customer Account Payments Report|Customer Account Payments Report]] | ||
| + | *[[Report Center: Customer Master Report|Customer Master Report]] | ||
| + | *[[Report Center: Tax Exempt Customer Report|Tax Exempt Customer Report]] | ||
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| + | ==Product Reports== | ||
| + | The [[Report Center: Product Sales Report|Product Sales Report]] provides you a full-scale analysis of product sales by date, product code, and occasion. | ||
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| + | ==Sales Reports== | ||
| + | Sales reports provide you a summary of completed sales for any sale or delivery date range as well as sales tax information for any date range to assist in reporting to your state or province. | ||
| + | *[[Report Center: Sales Summary Report|Sales Summary Report]] | ||
| + | *[[Report Center: Sales Tax Report|Sales Tax Report]] | ||
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| + | ==Wire Reports== | ||
| + | The [[Report Center: Report of Orders Filled|Report of Orders Filled]] is typically used to generate a list of phoned-in orders from different wire services as a means to report and receive credit for those orders in your system. | ||
Current revision
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This information applies only to Mercury Connect. |
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This page is about Beta functionality and subject to change without notice. |
Report Center provides you with quick access to detailed information for your business. Whether you're looking for information about your customer's current house account balances, your sales tax information, or your product sales by date or occasion, Report Center puts the information you need at your fingertips. You can even export and print the reports for your records. Reports are grouped into four main areas:
Customer Reports
These reports provide you with customer information, including an up-to-date list of house account balances, confirmation of account payments, and a complete customer list.
- Aged Analysis Report
- Customer Account Payments Report
- Customer Master Report
- Tax Exempt Customer Report
Product Reports
The Product Sales Report provides you a full-scale analysis of product sales by date, product code, and occasion.
Sales Reports
Sales reports provide you a summary of completed sales for any sale or delivery date range as well as sales tax information for any date range to assist in reporting to your state or province.
Wire Reports
The Report of Orders Filled is typically used to generate a list of phoned-in orders from different wire services as a means to report and receive credit for those orders in your system.
