Reporting Tables

Use in Excel, PowerBI, etc.

• Credit notes - the credit note records including invoice and account credit notes
• Customer - details of customer records
• On Costs - the additional costs around purchases and forward contracts
• Payments - the payments associated with cash sales
• Pricing - price tables
• Product - the product records
• Suppliers - details of supplier records
• Sales Analysis - All sales order lines (less matched credit note values where applicable)
• Sales Analysis 9 Week - All sales order lines from the last 9 weeks (filtered to speed return of data for high volume databases)
• Sales Header - All sales order headers including totals (less matched credit note values where applicable)
• Stock Summary - shows the stock quantities and values at a point in time (see article on stock summaries by period)
• Stock Value Movement - all the stock movements from purchases, milling, sales and adjustments
• Stock Value Movement by Length - all the stock movements from purchases, milling, sales and adjustments with additional split by Width, Thickness and Length.  This also included breaking down packs by length as well as loose stock.

Afinitis Reporting Tables

Afinitis is a Business Intelligence platform that can be used with Merchanter.  These tables have the data formatted for feeding the advanced trading analysis.

• Afinitis Companies - Financial business details
• Afinitis Customers - Customer records
• Afinitis Invoices - Sales and associated credit notes
• Afinitis Stocks - Product and stock details
• Afinitis Suppliers - Supplier records