It would be great to have the ability to filter reports according to a team’s bonus criteria/KPI, possibly even orders that match delivery rules, or to filter out types of orders (specifically free samples).
Currently free sample orders are raised as an invoice/order just the same as an order of $1,000 or one that simply meet order minimum so calculating total sales orders for the week requires manually sorting out standalone free samples.
Thanks for the suggestion, Barry.
When you say “Delivery rules”, do you mean “Delivery rules” as the feature in Breww, or is this term being used more generally?
Free sample orders can already be filtered out of any report that uses BrewwQL by filtering out the source of Sample, such as:
source != "Sample"
Hi Luke,
Yes, that could be an easy way to do it. We have a 3 case minimum for deliveries, which I believe it set up appropriately in Breww.
Since we cannot filter reports by orders with three cases this might be a way to accomplish this?
Ultimately I am just looking for a way to run a report for our non-revenue specific KPIs like # of orders meeting minimum in a week.
Barry
Thanks, Barry. On further thought, I don’t think linking Delivery rules to filter reports is a good solution for this. They have such a specific (and different) use-case currently and linking a specific report filter to how you automatically schedule your deliveries might happen to be correct in some cases, but likely wouldn’t be most of the time.
Instead, I think the best solution is some updates to the Raw Data Explorer which I’ve had in mind for some time, but hadn’t been posted on the community yet. I’ve just posted at Raw Data Explorer options for aggregating/calculations, grouping & sorting results, so if you can vote for that thread instead, that should cover what you need (as well as being very extendable for other reporting needs). Cheers.
(I’ll close this thread, so your vote here is returned to you and reusable.)