Partner Reports Help

Reports

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How do I run reports?

Select "View Reports" from the Select Transaction drop down menu in the left navigation window, which will bring up the Select Report drop down menu.



 
 
 

What is the Customer Product Cross Reference Listing Report?

This report will allow you to see your part number and its equivalent NIBCO material number and UPC-A number. In order to do this, certain conditions have to be met:
  • You have supplied NIBCO with a list of your part numbers and NIBCO's corresponding seven digit material number.
  • You have supplied this list for the express purpose of using your numbers on your purchase orders, or wanting to see your items on a packing ticket or invoice.
You can use this report to verify that NIBCO has all of your items in its cross reference file, and that your items that we do have, correctly match NIBCO's material numbers. Please notify Customer Service of any discrepancies.


 
 
 

What is the Customer Master Information Report?

This report will allow you to see the address and phone/fax information that NIBCO has about your company. We will also display your payment terms. Please notify Customer Service of any discrepancies or changes.



 
 
 

What is the Year-To-Date Sales Report?

This report will allow you to see current sales figures for purchases that you have made from NIBCO. The sales numbers are updated in real time, so they are good up to the minute that you run the report. Depending upon the month and year that you give us, we will display all invoiced sales data for that particular time (whether it is today or last month) and we also compare it to invoiced sales data from the previous year during that same month. The report will be based upon the customer number that you selected in the initial screen (see "First Screen" above).


 
 
 

How do I use the Year-To-Date Sales Report?

To get started, simply click on the Year-To-Date Sales report. You will then be asked for the year and month that you want to view. This is the date range that the report uses to bring back your information.
  • "Year" covers January through December of the year you are interested in.
  • "Period" is the particular month of the year that you want to see.
    Once you click on enter, it will take a few moments for the report to be generated.

Here are some definitions that may help:
  • "Current Year Period" is the billed sales dollars for the month or months that you selected up to the day that you ran the report. For example, if you selected year 2009, and period September - November, these numbers would represent all invoiced sales for September - November 2009. On the other hand, if the date that you logged on was February 14, 2009, and if you wanted to see all sales so far for February, then you would select year 2009 and period February. The "Current Year Period" numbers would then represent all invoiced sales for February up to the minute that you logged on and ran this report on the 14th.
  • "Current Year Y-T-D" This total shows you all invoiced sales for the year that you selected, up to and including the last month that you selected. For example, if you selected year 2009, and period September - November, these numbers would represent all invoiced sales from January 1, 2009 up to November 30, 2009. As another example, if the date that you logged on was February 14, 2009 and you selected year 2009, and period February, these numbers would represent all invoiced sales from January 1, 2009 up to the minute you ran the report in February.
  • "Previous Year Period" This figure represents the sales dollars for the month or range of months that you selected up to the day that you ran the report - for the previous year. For example, if you selected year 2009 and period January, this column would display sales figures for 2008 period January. If you selected year 2009 period range January March, this column would display sales figures for 2009 period range January - March. This way you can compare how you are doing to how you were doing last year at the same time.
  • "Previous Year Y-T-D" This total shows you all invoiced sales for the year previous to the one that you selected -- up to and including the month or the last month in the range that you selected. For example, if you selected year 2009 and period October, these numbers would tell you all billed sales from January 1, 2009 up to October 31, 2009. This way you can compare this Y-T-D with last Y-T-D.