Position report
JB

Jean-Philippe Boul

Created Dec 21, 2022

Position report

0
    s

Haroldwaste

10 Steps
1

Access the "Reports" menu and the "Position report" section

Access the "Reports" menu and the "Position report" section
2

You access the position report with a line per product, grouped by Port of destination (POD)

You have one line per product with all the POD grouped for this product. You can click on the "Details" button on the right to expand this group and see the breakdown by POD

You access the position report with a line per product, grouped by Port of destination (POD)
3

Then click on any line to see the details for a given POD

Then click on any line to see the details for a given POD
4

You can access the list of Sales and Purchases associated by clicking on the respective tab

You can access the list of Sales and Purchases associated by clicking on the respective tab
5

For each purchase or sale, you get the general information and the follow-up KPIs (the colored circles)

Hover on each KPI to get the value and its name

For each purchase or sale, you get the general information and the follow-up KPIs (the colored circles)
6

Click on a specific purchase or sale, in order to open a modal with the associated operations

Click on a specific purchase or sale, in order to open a modal with the associated operations
7

Here you can see the associated sale of a given purchase

Here you can see the associated sale of a given purchase
8

To leave this side panel, click outside of it

To leave this side panel, click outside of it
9

You can apply filters, such as Product

You can apply filters, such as Product
10

Finally, on top you get your overall position

If you apply filters, then these numbers get updated

Finally, on top you get your overall position
Well done!
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