See how much and which material is estimated to be used.
Report looks at Scheduled Visits only (i.e. does not Visits to Do) and the Materials attached to those Scheduled Visits. Users have the option to filter by different parameters and aggregate data in different ways. There is the standard report generator along with two custom exports - Heritage Reorder Pad & Material Restock List.
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Field Name |
Data Source |
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Date From |
Visit Date |
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Date Thru |
Visit Date |
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Previous X |
Visit Date |
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Add to Report: Crew/distributor |
"Crew attached to Visit Distributor attached to a Material used on a Visit" |
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Contract Title |
Contract attached to the Visit |
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Total Quantity by: Crew/Time Period |
Quantity/Units of Materials attached to a visit |
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Report Format |
Standard report export & two custom reports - Heritage & Restocking Report |
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Material Number |
Material on Visit |
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Description |
Material Description from Material Record |
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Price |
Material Price on Visit (i.e. Customer-specific pricing) |
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Cost |
Material Cost from Material record |
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Qty Needed |
Visit (i.e. material quantity on Visit) |